Xero Accounting Software 1-on1 Training

Get personalized support that goes beyond typical software basics. Our 1:1 Xero training sessions are designed to help you understand both the technology and the accounting behind it. From setting up your account and integrating third-party apps to preparing for tax season, we tailor each session to your needs. With hands-on guidance, you’ll gain clarity and the know-how to keep your books organized and your business running smoothly.

Xero Training Canada
Xero Training USA

Why Xero Accounting Software?
  • Streamline invoicing and get paid faster
  • Track expenses and manage cash flow easily
  • Access your financials anytime, anywhere
  • Connect Xero with apps you already use
  • Gain accurate insights to grow your business
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Who is Xero Accounting Software designed to help?

Xero is designed for business owners who want clarity and control over their business finances without the stress of complicated spreadsheets. Whether you’re self-employed, running a growing business, or supporting clients as a bookkeeper, Xero adapts to your unique needs for:

  • Small business owners and sole traders
  • Contractors, freelancers, and consultants
  • Bookkeepers and administrative staff managing accounts

With expert training, Xero makes managing your books simple, reliable, and stress-free – giving you back the time to focus on running your business.

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Here’s What You Get with Our 1:1 Live Training:

  • Set up your account
  • Navigate the platform with an overview of different features
  • Access and customize financial reports
  • Create and send invoices efficiently
  • Track expenses and revenue
  • Set up payroll and pay employees
  • Automate repetitive tasks to save time
  • Customize the account to fit your needs
  • Handle complex transactions with clarity
  • Track money coming in and money going out
  • Efficiently complete daily transactions
  • Use shortcuts and features
  • Use accounting concepts in your business
  • Troubleshoot common problems
  • Reconcile your accounts
  • Cloud accounting and backing up your data

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Frequently Asked Questions

Absolutely! Our Xero Accounting Software Training is flexible and tailored to your needs and availability. Whether you’re brand new or just need to fill in some gaps, we can adjust the sessions to support you best to allow you to focus on what matters most to you.

Yes! All training is hands-on within Xero. With us by your side, you’ll learn directly within the platform, practicing real tasks like invoicing, reconciling, and reporting so you can confidently apply your new accounting skills right away.

Not at all. Many of our trainees are small business owners themselves who are learning to manage their own books, or aspiring bookkeepers preparing for future clients. Whether you have clients now or are building your skills for your own money management, our hands-on Xero training is meant just for you.

After completing the Xero Accounting Software Training, you’ll have access to ongoing email support for questions for 30 days after your training. This email support includes guidance or feedback as you implement what you’ve learned. This ensures you don’t just complete the training but continue to feel supported as you apply what you’ve learned in the real world.

Our Client’s Experience with us

Sal is a very patient instructor. She explains things in a way that is very easy to understand for QBO & book keeping newbie’s. She has (and still is) helping me work through my 2019 books. Working with her is the best of both worlds – excellent training while completing your own bookkeeping tasks simultaneously.

- Healy Balzer

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