Need a helping hand in using your new Xero?

04 May Need a helping hand in using your new Xero?

TrainingCoaching

Following the move to Xero you want your business to be up and running efficiently as soon as possible.  However you may find that it takes a while to get used to the different way of operating in Xero, especially after years of using your old accounting software.

At Jet Convert we can help. We offer a totally custom approach to helping those new to Xero. Our aim is to make the transition as smooth and productive as possible.

Why Jet Convert?

Personal and tailored

Every session is 1:1 with you and any colleagues you wish to invite to join in. Your bookkeeper and/or accountant are welcome to sit in as well.

We use your Xero accounting data for demonstrating Xero’s functions, at the same time setting your organisation up for continued use.

Prior to meeting we encourage your input for questions to be addressed so you get the maximum benefit from the time spent with our experts.

Following the coaching session you receive an email with a summary of the topics covered and links to additional relevant information.

Certified accounting professionals

All sessions are conducted by Xero certified accounting professionals. Session content is continually reviewed and refined based on the latest features and developments available in Xero.

Behind our Xero coaches is a team of IT data transformation experts to assist with any non-standard accounting practices and “curly” data questions.

We will research and follow up on any queries that cannot be answered on the spot to ensure you have all the answers moving forward.

Xero migration specialists

After twenty one thousand conversions we are acknowledged experts in the functional differences between MYOB/Reckon software and Xero.

We can also help ensure that the data is “scrubbed and polished” so that you are off to a good start in Xero. Using a comprehensive Action Checklist we work with you to review and update all areas from the source file that may be outdated or missing important information

Money back guarantee

It is our aim to make your move to Xero a fantastic experience. If you do not believe that the coaching is a great investment at the end of the first session, you’ll receive a full refund of any amount paid for the training.

No questions asked.

Programs available

Even though we tailor each session to your unique needs we can base the overall discussion in one of a number of areas:

Xero Settings for Efficiency – An overall review of all Xero functions

      1. Dashboard overview
      2. Tidying up the Chart of Accounts
      3. Sales invoices
      4. Invoice setup
      5. Bankfeed & Paypal setup
      6. Quick intro to Payroll
      7. Help button function, training resources

Time Savers for Bank Reconciliation – Work through of payments and reconciliation

      1. Dashboard review
      2. Uploading bank transactions
      3. Purchase Bills
      4. Batch Payments
      5. Bank Reconciliation
      6. Automatic matching
      7. Reports

Reliable Payruns – Payroll set-up and payruns

      1. Payroll settings
      2. Leave balances
      3. Tax considerations
      4. Pay runs
      5. Reports

Accurate BAS Preparation – Your first BAS in Xero

      1. Bank Reconciliation
      2. Account Transaction Report
      3. Aged Payables
      4. Aged Receivables
      5. Payroll
      6. Activity Statement Report

What’s the cost?

There are three packages available:

Quick Start – 1 x 50 min session for $149

Business Value – 3 x 50 min sessions for $349

Power User – 5 x 50 min sessions for $495

All packages include advance preparation by our Xero consultants reviewing your data in Xero and a follow-up email summarising each session and providing additional useful information.

Feel free to contact us to discuss our Xero coaching and support services and how it might complement your existing Xero knowledge.

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