XERO CONSULTANCY AND TRAINING
The help you want, when you need it.
Do we offer CONSULTANCY AND TRAINING?
This is a question we are often asked. We are often asked for help where a business owner is stuck with Xero and can’t quite make it work for their business. It might be that you are new to Xero and want to know how to make it more relevant for your business. Or you might be quite expert in Xero, but not that familiar with the numbers you need to understand in your business.
Yes, we offer onsite and offsite bespoke help.
We can help with consultancy and training without you needing to move accountants.
Fees are set out below, depending on the amount of help that you want.
So simple to quick chat, face to face chat, screen sharing and troubleshooting.
And best of all it’s free!
Bespoke Xero Training
Call us if you or your staff need one-to-one training or help to customise Xero to your business.
KNOW YOUR NUMBERS
We can help you with more than just Xero.
If you’re uncomfortable with your business numbers or bookkeeping and accountancy processes one of our team will be more than happy to help understand your issues and advise you on the best way to resolve them.
1:2:1 XERO TRAINING
Bespoke training to help troubleshoot the issues you are having with your Xero account.
Is there a transaction you don’t understand?
A process you want to learn?
A report you want to build?
Or perhaps you simply want someone to check what you’ve done?
A what? This is a FinanceFit Healthcheck of your Xero account and your business numbers.
We are looking for the general health of your accounts, opportunities for improving your finances, increasing revenues and saving costs etc.
Need Something Specific?
Custom Training Plans
If you want more in-depth training – usually more than an hour, we can agree a training plan to fit your needs.
- Please book a Discovery Call so we can scope your requirements.
- Once you have booked your Discovery Call we will ask you to complete a Fact Find ahead of the Discovery Call so we can hit the ground running.
- We will send you a quote, ask you to complete a letter of engagement and set up your Direct Debit mandate.
- Invite us into your Xero account – [email protected] – In the first instance Lisa will be your Accountant. She will need Adviser access to be able to look at all reports and help with your Xero configuration. We may invite other members of the team later.
Do you use Trello?? www.trello.com
We will set up a Trello Board for you so we can start setting out a training plan and we can go through it at your leisure.