Xero Training That Actually Makes Sense
You’ve got Xero. Now let’s help you use it with confidence.
Whether you’re brand new to Xero, switching from Sage, or just want to get more out of a system you’ve had for years.
Hands-on, plain-English training built around your business, not a textbook.
Who is the training for?
Small business owners
Who want to stay hands-on with their finances
Admin and accounts staff
Who need confidence and clarity in their daily role
Anyone new to Xero
Switching from Sage, QuickBooks, or starting fresh
Existing Xero users
Who feel like they’re only using half of what it can do
Training Services
Xero Setup and Implementation
Getting started with Xero properly makes everything easier down the line. We handle the full configuration, chart of accounts, invoice templates, bank feeds, user permissions, and contact imports, so your system is set up right from day one.
Xero Setup and Implementation
Migration to Xero
Moving from Sage, QuickBooks, or spreadsheets? We manage the whole migration, transferring your balances, contacts, and history smoothly and securely, with no disruption to your business.
Migration to Xero
Bespoke 1-to-1 Training
This is our most popular option. Fully tailored, hourly sessions delivered using your actual Xero data. We focus on the areas that matter most to you, whether that’s getting to grips with the basics or understanding your reports.
Bespoke 1-to-1 Training
Xero Payroll Training
Payroll doesn’t have to be stressful. Our payroll training walks you through the whole process step by step, setting up employees, running your payroll, and submitting to HMRC.
So you know exactly what you’re doing and why.
Xero Payroll Training
Bank Reconciliation Training
A clear bank reconciliation is the foundation of accurate accounts. We show you how to match and code transactions, handle bank feed issues, deal with duplicates, and spot errors before they become problems.
Bank Reconciliation Training
Bespoke 1-to-1 Training
That van, laptop, or piece of equipment isn’t just a purchase; it’s a business asset that needs to be properly tracked. We’ll help you set up your fixed asset register in Xero, configure depreciation rules, and link everything.
Fixed Asset Register Setup
Xero CIS Training
Built for contractors and subcontractors in the construction industry, our CIS training covers everything from recording deductions and applying the right rates to filing with HMRC through Xero. Plain English, step by step, no stress.
Xero CIS Training
Xero Projects Training
If you’re juggling multiple jobs and struggling to track which ones are actually making you money, Xero Projects is the answer. We’ll show you how to set up and manage projects, track time and costs, and understand profitability by job, without needing a spreadsheet.
Xero Projects Training
Xero Expenses Training
Still collecting paper receipts? Our Expenses training shows you how to use Xero’s Expenses module to capture, code, and approve claims digitally. Whether it’s mileage, travel, or team spending, we’ll get it tidy, traceable, and HMRC-ready.
Xero Expenses Training
Xero Reporting Training
Understanding your numbers is the key to making better decisions. We guide you through Xero’s reporting tools. Profit and Loss, Balance Sheet, and custom reports, in plain English, and show you how to use them to track your business performance month to month.
Xero Reporting Training
Cashflow Forecasting
Worried about what’s coming up financially? With Syft connected to Xero, we’ll help you build cashflow forecasts you can actually trust. so you always know what’s coming in, what’s going out, and how to plan ahead with confidence.
Cashflow Forecasting
Xero Subscription Advice
Not sure which Xero plan you actually need? We’ll talk through the options and help you choose the right subscription for your business, so you’re not paying for features you don’t use, or missing ones you do.
Xero Subscription Advice
How It Works Together
Support that grows
with your business
Many clients start with training, move into support, and later choose full bookkeeping. Others dip in and out as their needs change. There’s no pressure and no fixed path, just the right help at the right time
5.0
Not sure where to start?
Our free discovery call is a relaxed, no-pressure chat to
understand what you need and point you in the right direction.
