Xero Training

Improve your Xero skills with bespoke training from our Xero experts

Xero is the leading cloud accounting platform, but you may not know how to use it to it’s full potential. That’s where Xero training comes in.

Xero training empowers you to fully understand and implement the relevant features of Xero. The result is improved business performance and profitability.

Whether it’s as little as one hour or as much as a full day, the one-to-one Xero training is flexible and can be done over lunch or to suit your schedule. It’s an opportunity for you to get:

Peace of mind knowing your software is set up correctly for you to use in your business

Confidence that you know how to use Xero to its full potential

Ongoing support to move you through your Xero journey

Depending on your requirements, there are three levels of Xero training which can be offered online (and when possible face-to-face). Training is tailored to your requirements and will be adapted according to the level of experience of your team.

Xero Basics

Just starting with Xero or need a refresher course

Basic payroll functions
Invoicing and expense claims
Bank reconciliation and data entry
Managing and chasing debtors
Editing and submitting VAT returns in Xero
Reports and budgeting
Bookkeeping and advanced elements
Add-ons and business efficiency

Xero Troubleshooting

Familiar with the basics of Xero but have specific issues which need addressing to help you use it more efficiently.

Xero Advanced

This training will give you the confidence to use Xero like a pro and enable you and your team to fully integrate it into your business.

Review of your use of Xero and identify efficiency gaps
Recommend apps to increase business productivity
Automation of processes
Pension fillings
Making payments
Management reports
Reconciling payroll accounts
Year-end procedure

What to expect from the training process

You choose what topics we discuss and support you with during your training. In order for the best plan to be put in place, we use the following 4 step process

Diagnostic

We’ll send you a quick questionnaire to get an idea of where you’re currently at with Xero and what you’re struggling with.

Pre-Flight Call

Once we’ve got, we’ll have a quick call to make sure we have everything we need to plan the training beforehand.

Training Commences

With the agenda ready, we’ll have the training with you either online or in-person so that you learn everything you need.

Review

After the training we’ll have a follow-up call to ensure you have achieved your objectives. We’re also available for ongoing support if needed to help keep momentum.

“I had a need for some rapid hands on Xero training and Square Mile were able to provide it as well as sort out some longstanding issues I was having. Would recommend!”

– Enda Casey, Director, Mainguard Associates Ltd, Norwich

Meet Your Trainer

Jordan is a Xero Gold Partner certified advisor and leads our Xero training programmes. He has been training business owners, founders and company finance teams on the use of cloud accounting software for many years.

Jordan will spend time to understand your goals and challenges and work with you to create a training programme that will give you and your team the skills and confidence to get the most out of Xero, whatever your level of experience.

Jordan Taylor

Why get Xero training from an accountant, and not software trainers?

We live and breathe Xero. What we’ve found is the best training comes from those who are no stranger to what Xero has to offer and how powerful it can be for your business.

We use it ourselves at Square Mile and with our clients every day, so that we can show you how to get the most from the platform and its hundreds of connected apps.