Customised Training for Small Business Success
We offer personalised training sessions via video conference, tailored to small business owners at every stage of their journey. Whether you’re planning to start your business and need to lay strong financial foundations, learning to use Xero for the first time, or managing your own bookkeeping and seeking support in a specific area, we’re here to help you build confidence and skills to succeed.
Financial Foundations Consultation
Get your business off to the right start
Starting a business is exciting, but navigating the maze of ATO compliance, GST obligations, and financial reporting can feel overwhelming. Our Foundations Consultation is designed specifically for new business owners who are just getting started and need clear, practical guidance. Whether you’re still sorting out your business registrations, unsure of your ATO reporting responsibilities, or feeling lost with how to setup Xero, we’re here to help you get organised and confident.
In this one-on-one planning session delivered over video conference, we’ll explain the key financial management concepts every new business needs, help you understand your compliance obligations so that you can move onto the next step of making informed decisions about which features want to utilise in Xero and what is involved in getting it setup correctly. Get the clarity and direction you need to start your business with confidence.
If required, after this consultation we can also provide a quotation to do your Xero setup for you.
Schedule a complimentary discovery call today to see if this session is right for you—or contact us with any questions.
Personalised Xero Training
Tailored support for business owners who do their own bookkeeping
Our tailored training sessions are designed for business owners who manage their own bookkeeping in Xero. Whether you’re just getting started or looking to refine your skills, we provide customised support to help you confidently manage your financials.
Here’s what’s included:
Customised Training: Sessions tailored to your specific objectives and needs, ensuring you get the guidance that’s most relevant to your business.
Hands-On Learning: We’ll review and walk through your own Xero file, providing a personalised approach that reflects how you use the system.
Interactive Format: A Q&A-style session allows you to ask questions and gain clarity on the areas you find challenging.
Comprehensive Resources: You’ll receive a copy of the training video along with an AI generated transcript for easy reference.
Ongoing Support: Enjoy two weeks of post-training email support to address any questions about the topics we covered.
Our Xero training is designed to empower you with the knowledge and confidence to manage your bookkeeping effectively.
Ready to take control of your bookkeeping? Contact us to schedule your personalised training session today.
Ongoing Mentoring
For existing clients that have trained with us, we offer the option of our ongoing mentoring arrangement where we can provide support, checking of your Xero file and guidance in financial management to take your confidence in your business numbers to the next level.
We help you keep on top of cashflow, profitability, liabilities and compliance obligations while supporting you in your use of Xero and building your skills.