TRAINING

This service is designed for small business owners who have time to take care of their own bookkeeping or have very few receipts and it makes perfect sense to do it on their own.

I offer one to one training on using the software Xero. In addition, I can offer a one off service to help you when you get stuck with a difficult transaction. If your preference is to keep you own records but your need a little guidance or training to avoid things going wrong, you will find various ways of contacting me on this website. 

I recommend that the Xero set up is done before Xero training commences. Some set up features will be shown on the Xero training as invaluable in moving forward with using Xero properly. 

If you don’t want to watch videos how to do it yourself and spend time reading online guidance, look no further. I can set up the software for you, all I need is the access that is granted by giving xero my email.

What's included?

• Included is the preparation of the Chart of Accounts
• Ensuring that the financial settings are correct
• Creating invoice and email reminders
• Setting up Assets Registrar
• Loading of Opening Balances
• Converting from the previous software
• Connecting VAT to the HMRC system
• Creating bank feeds
• Importing customers and suppliers data