One-on-One Xero Training

Take control of your bookkeeping with the right training

Online Xero Training Video Call over Zoom

Xero is powerful software, but it can be overwhelming if you’re new to bookkeeping or unsure how to use its features correctly. Our one-on-one Xero training sessions are designed for small business owners who want to manage their own books with confidence, not guesswork. Learn how to use Xero with confidence and accuracy.

Whether you're brand new to Xero or already using it but not sure if you're doing things right, we offer practical, personalised training delivered over video conference, at your pace, and based on your real-life bookkeeping tasks.

What our Xero training covers:

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).

Common topics include:

  • Why your bank feed and statement balance don’t match

  • How to enter bills, receipts, or client payments the right way

  • How to apply partial payments to an invoice or what to do when the amounts don’t match

  • When to use Spend Money vs Bills

  • How to use Hubdoc with Xero

  • How to check your BAS figures before lodging

  • Fixing common coding or reconciliation errors

  • Understanding what your accountant or BAS agent sees in your file

We’ll confirm what you’d like to get out of the session in advance. then we will work through things step-by-step, so you leave with clarity.

What you’ll walk away with:

  • Clear step-by-step guidance based on your file

  • A video recording of your session and email summary notes

  • 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

Ready to stop guessing and start using Xero with confidence?

Your first session is a one-hour minimum at $165 inc GST. If we need to take longer, extra time is billed by the minute at the same hourly rate.

Book your free 15-minute discovery call to discuss your needs. Want to ask a quick question first? Send us a message here.