Xero Consultancy and Training

The help you want, when you need it.
Does your Xero account baffle you? - Consultancy

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.

Xero Consultancy

Of Course!

Yes, we offer onsite and offsite bespoke help. We can help with consultancy and training without you needing to move accountants.

Xero Consultancy


Fees are set out below, depending on the amount of help that you want.

Xero Consultancy

Let’s Skype!

The beauty of Skype is that we can arrange a call at a time to suit you. We can Zoom too but Skype is a little more flexible.

Bespoke Xero Training – Call us if you or your staff need one to one training or help to customise Xero to your business

Xero Consultancy

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?

Xero Consultancy

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.

Xero Consultancy

FinanceFit Healthcheck

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.

Book Your Power Up Session Now!!

All prices include VAT

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.

Trello User?

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.


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