Feeling overwhelmed by Xero? Ready to Simplify your bookkeeping?
Struggling to get started with Xero or unsure how to use it effectively?
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Whether you're a sole trader getting ready for Making Tax Digital for Income Tax (MTD for ITSA) or simply want to feel more in control of your finances, this one-to-one Xero training is designed to help you succeed. We provide expert, personalised support so you can use Xero confidently, efficiently, and in a way that works for your business.
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Whether you’re just starting out or have some experience with Xero, this course is tailored to your needs. Available both virtually or in person (within South Devon), it offers the flexibility for your schedule and learning style.
“Josie provided some great Xero fundamentals training earlier this week. She has a great knowledge of Xero and what it can do. [I] also really liked the fact that when explaining and showing how to do something, she puts it in [the context of] your business. Would definitely recommend Josie. She is a lovely person, who puts you at ease when learning!”
Emily Sansom
What you'll get from your personalised Xero Training
1
Invoicing & Quotes
Learn to create and send professional invoices and quotes that reflect your brand and streamline your sales process.
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2
Bank Reconciliaton
Master the art of connecting your bank feeds and reconciling transactions to keep your account accurate and organised.
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3
Purchase Invoice Management
Get hands on guidance on managing your bills and expenses efficiently, ensuring you stay on top of your purchase invoices and cash flow
4
VAT Returns
Navigate VAT reporting with confidence, knowing your returns will be prepared and submitted to HMRC directly from Xero.
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5
Financial Reporting
Run customised financial reports to get clear insights into your business performance and make informed decisions.
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6
Business Set Up
Set up Xero with a tailored Chart of Accounts, custom invoice templates and more so everything is perfectly aligned with your business needs.
“Can't recommend Josie highly enough. She was patient, clear and extremely thorough in training me how to use Xero software. Her training has helped me enormously, she will definitely add value to your business if you choose to use her skills.”
Vanessa Mason-Hill
