Our Xero Training Programmes

We offer 3 different training programmes to clients, which can improve and expand your accounting and Xero knowledge.

Each of our tried and tested training programmes are carried out on a one-to-one basis, either at our office or your premises by a friendly experienced member of staff who will also offer a follow-up meeting to check on your progress.

Xero Set Up

Cost: From £95 + VAT

We provide you with the software so you are ready to start! Includes:

  • Initial registration and setup of company onto Xero
  • Invitation and creation of relevant users
  • Tailoring chart of accounts to suit your business needs
  • Posting of opening balances

Xero Convert

Cost: From £395 + VAT

Includes the Xero Set up service plus:

  • Conversion of existing data from Sage or Quickbooks onto Xero (for up to 2 years)
  • Reconciling trade debtors and creditors (unlike other providers) so your existing management information is accurate
  • Cleansing your data to avoid backdated issues

Basic Bookkeeping

Duration: 3 hours | Cost: From £300 + VAT

Training provided:

  • Setting up new customers
  • Setting up new suppliers
  • Posting income and money received
  • Posting payments
  • Posting purchase invoices and credit notes
  • Posting sales invoices and credit notes
  • Reconciling bank accounts
  • Reconciling Credit Card accounts
  • Posting cash and credit card transactions
  • Posting transfers between bank accounts
  • How to run and review reports

Basic Controls

Duration: 6 hours | Cost: From £600 + VAT

Training provided:

Includes the Basic Bookkeeping package plus:

  • Expense accounts
  • Posting journals
  • Posting wages and PAYE
  • Posting VAT adjustments
  • Accounting for VAT
  • Reviewing sales ledger
  • Allocation of customer invoices and credit notes
  • Reviewing purchase ledger
  • Allocation of supplier invoices and credit notes
  • Construction industry issues
  • Factoring Accounts

Management Information and Reporting

Duration: 10 hours | Cost: From £1000 + VAT

Training provided

Includes the Basic Bookkeeping & Controls packages plus:

  • Accounting for fixed assets
  • Accounting for Hire Purchases
  • Accounting for accruals
  • Accounting for prepayments
  • Stock and work in progress
  • Inter-company balances
  • Contra trade debtors and creditors
  • Accounting for dividends and tax
  • Adjusting for errors and mis-postings
  • Adjusting chart of accounts
  • Review of profit and loss
  • Completing year-end
  • Monthly reporting

Want to find out more?

To find out more about how Xero can help your business then call us on (01474) 853856 and ask to speak to one of our team or complete our enquiry form