Attention Xero Partners - You can get transactional history AND take advantage of the Xero subscription discount
currently on offer! Contact [email protected] to learn how.

Xero Training

Xero Training and support

Supporting your move from various accounting software to Xero (Australia only)

Cassandra Scott

With more than 30 years’ experience working in the  public and private sectors, Cassandra Scott is considered one of the leading Xero Bookkeepers in Australia. Cassandra works closely with businesses and their staff, providing expert training and ensuring maximum benefits are gained from using Xero.

Zowie Hondow

Zowie has been working with businesses since 2002 using her strong skills in management, bookkeeping and public practice accounting. Her extensive knowledge in data migration combined with her qualifications & experience in Accounting, Training and Education ensures you will be supported with your pre and post conversion needs. Zowie strives to understand your goals and will assist with effective change management & guidance.

THE BENEFITS OF ENGAGING AN EXPERT

Moving from one accounting package to another can be a stressful time and change management is vital. Your business will be introduced to new procedures, workflows & software changes. Getting these right from the start has many benefits:

    • Save time
    • Save money
    • Prevent frustration
    • Become productive from day one!

What is your need?

Discuss your needs with your chosen consultant and they will provide details on the training options available.
Use the suggested topics below as a starting point.

Topics

    • Xero settings for efficiency
    • Xero Org review
    • Conversion tasks
    • The Xero Dashboard
    • Bank Feeds
    • Sales / Invoicing / AR
    • Bills / AP / Batch payments
    • User access & roles
    • Inventory
    • Chart of Accounts review
    • Manual journals
    • Reporting
    • Bank Reconciliation
    • Cash coding

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