Xero Training & Free Health Check | Square Mile Accounting

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.

XERO TRAINING DESIGNED FOR YOU

Xero
Fundamentals

Master the basics and gain the confidence and skills to become a Xero certified user.

Company set up and adding users
Understanding the dashboard
Navigating your Xero account
Setting up bank account and direct bank feeds to Xero
Creating sales invoices including the creation of sales invoices templates and repeating invoices
Creating purchase invoices and set up repeating invoices
Reconciling bank transactions including prepayments and overpayments
Establishing bank rules
Processing payroll including set up, adding new employees, and running payroll.
Create and view real time reports
Set up of and preparation of MTD VAT returns
Preparation of EC sales list reports

Xero
Advanced

Become a proficient user of Xero, implement new processes to help you run your finance function with ease and efficiency.

Optimisation of chart of accounts:

tracking categories
expense claims process

Automation of:

Invoice upload
Bank reconciliation
Importing sales and purchase invoices

Introduction of

‘pay now’ button to sales invoices
Xero Projects
Use of mobile applications

Advanced reporting for:

budget management
forecasting
KPI monitoring
Consolidated reports for multiple entity reporting

App Square™
Cloud Consulting

Transform your business through cloud-based apps suited to you. Keep track of your KPIs, plan with confidence and scale your business successfully.

Smart app advice to help you find the right technology for you
Expert support with migrating to new apps
Bespoke dashboard reporting aimed to support board and executive decision making
Process and system optimisation

“Not only have Square Mile cracked the monthly bookkeeping and accounting, they are also helping me put cashflow forecasting and budgeting tools in place that will help me grow my business. They are also tech-savvy and the Xero and other cloud-based packages make it easy to work with them remotely.”

– Jill H.

WHAT TO EXPECT

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
Questionnaire

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.

After training
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.

Meet your trainer

Jordan is a qualified accountant as well as a Xero Gold Partner certified advisor. He 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.

Free Xero Health Check
Something not quite right with
your Xero set-up?

Find out more

Contact our team for a free Xero health check, which includes:

Company processes overview
Review for duplicated contacts, transactions and general quality of records
Review quality of records to ascertain if kept in a HMRC compliant manner for corporation tax and VAT purposes.
Comparison of Xero records to those filed with HMRC and Companies House.

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.

Why choose us for Xero training?

Thinking about moving to Xero?
Xero migration

When it comes to migrating to new software, timing is everything. The earlier you begin planning a migration the better. Initiate a migration plan today with Square Mile including:

Benefits of Xero over current platforms
Key date to execute migration
Option to transfer of all historic transactions
Transfer all supplier and customer information
Transfer account (nominal) codes to Xero for continued ease of use
Transfer prior month/quarter/year balances for effective comparison
Build a new training plan for the team using one of our training or consulting schemes