One-on-One Xero Training
Practical support for business owners who want clarity, not guesswork
Xero works best when you understand how its core workflows fit together and how to use them consistently. Our one on one Xero training sessions are for business owners who want to build confidence using Xero day to day, without getting lost in features or second guessing every click.
Training is delivered online via video call and is based on your real questions and the parts of Xero you need help with.
What our Xero training is designed for
Training works best when your file is in reasonable shape and you want to learn how to use Xero properly. Sessions focus on day to day skills and practical understanding, such as:
When to use Spend Money, Bills or Receive Money
How to enter bills or client payments properly
Handling part payments, over or under payments.
How to save time by using multi payment batch files for uploading your payroll and bills to online banking.
How to check your BAS figures before lodging
How to use Hubdoc in a safe and consistent way
How to read your key reports
Fixing common coding or reconciliation errors
Understanding what your accountant or BAS agent sees in your file
General questions about features or workflows
We customise each session to your questions and priorities. Whether you’re stuck on something specific, want to make sure you're doing things correctly, or need help understanding a particular feature, we’ll walk through it together using your real Xero file or a demo file when appropriate.
We confirm what you would like to get out of the session in advance, then work through things step by step so you leave with clarity.
What you’ll walk away with:
Clear guidance based on your file
A video recording of your session
Increased confidence in managing your books
Who this is for:
New Xero users who want to learn it properly
Business owners doing their own books who need clarity
Anyone who’s tired of second-guessing themselves in Xero
When training may not be the right starting point
If you account balances are significantly out of alignment, if bank accounts have never been successfully reconciled to the statement balance or if you are unsure whether the file has been set up correctly, a training session usually isn’t the right starting point. In these situations, a Xero Health Check will give you clearer answers.
These situations usually benefit from diagnosis first, remediation and then training once the foundations are confirmed.
Ready to stop guessing and start using Xero with confidence?
Each training session begins with a short phone consultation to clarify what you need and to check suitability. We then take a quick look at your Xero file so that the session is focused and relevant. Your training is delivered over a 90 minute video call and you will receive a recording with a full timestamped transcript afterwards. Two weeks of email support for the areas covered in your session is included.
A 90 minute training session is $345 including GST. This covers all preparation, training and follow up.
To proceed, complete the Xero Training Enquiry Form and I will be in touch to advise the next step.
