compare xero training
find your perfect fit

Learn
Getting Started with Xero
✓ Customise dashboard
✓ Review organisation settings
✓ Review financial settings
✓ Set up users
✓ Discuss invoice settings
✓ Review chart of accounts
✓ Review email settings
✓ Review contact settings
✓ Enter sales
✓ Review sales register
✓ Enter purchases
✓ Review purchases register
✓ Discuss bank feeds and statement imports
✓ Discuss reconciliation process

Explore
Expand Your Xero Knowledge
Everything from Learn, plus reporting
–––
✓ Customise dashboard
✓ Review organisation settings
✓ Review financial settings
✓ Set up users
✓ Discuss invoice settings
✓ Review chart of accounts
✓ Review email settings
✓ Review contact settings
✓ Enter sales
✓ Review sales register
✓ Enter purchases
✓ Review purchases register
✓ Discuss bank feeds and statement imports
✓ Discuss reconciliation process
✓ Review cash coding
✓ Review bank reconciliation reports
✓ Review reports

Master
Maximise Xero for Your Business
Everything from Learn, Explore plus payroll
–––
✓ Customise dashboard
✓ Review organisation settings
✓ Review financial settings
✓ Set up users
✓ Discuss invoice settings
✓ Review chart of accounts
✓ Review email settings
✓ Review contact settings
✓ Enter sales
✓ Review sales register
✓ Enter purchases
✓ Review purchases register
✓ Discuss bank feeds and statement imports
✓ Discuss reconciliation process
✓ Review cash coding
✓ Review bank reconciliation reports
✓ Review reports
✓ Payroll settings
✓ Set up pay run calendars
✓ Set up super funds
✓ Set up employees
✓ Discuss leave calculations
✓ Set up pay templates
✓ Adding a pay run
✓ Review pay reports
✓ Review super reports
✓ Review batch payments
Tash is your Xero Software Training expert
Xero Platinum Partner – Certificate IV Training & Assessment Accredited
Find the Right Xero Training Package for Your Business
Whether you’re starting a new business, building your team’s Xero confidence, or wanting to unlock more advanced features, our tailored Xero training packages are designed to help you get the most from your software.
Delivered by an experienced professional bookkeeper with over 25 years of hands-on industry experience, Tash provides practical, business-focused training that goes beyond simply learning the software. We’ll help you understand how Xero can streamline your processes, improve efficiency, and give you greater confidence managing your business finances.
Our training is delivered through personalised 1-on-1 sessions, including up to three participants from the same business. Every session is tailored around your business requirements, focusing on the specific areas of Xero that are most relevant to you. Need additional team members involved? Extra participants can easily be added as an optional booking extra.
Whether you’re learning the basics, expanding your knowledge, or looking to maximise Xero’s advanced features, we’ll create a training experience designed around your goals.
Choose the training pathway that suits your business:
Learn – Getting Started with Xero
Perfect for new businesses or anyone new to Xero. Build a strong foundation and learn the essential skills needed to confidently manage your day-to-day bookkeeping.
Explore – Expand Your Xero Knowledge
Designed for those comfortable with the basics who want to take the next step. Build on your Xero skills with deeper insights, including reporting and understanding your business performance.
Master – Maximise Xero for Your Business
Our most complete training package, covering everything from Learn and Explore, plus payroll. Ideal for businesses wanting a complete understanding of Xero and the tools needed to manage their finances with confidence.
- Do I need to bring a Laptop?
We will have a computer set up to undertake the training. However, you are welcome to bring along your own laptop if you would like to access your file during the training, or you are welcome to log in to your file on our system.
- Do I need to have a Xero software subscription?
The training will be conducted in a Xero Demo file so there is no requirement to have your own subscription. However, we can provide training using your Xero file if you’d like. - Do I need to bring a Mobile Internet device?
You are able to access the internet via our Wi-Fi. However, you are welcome to bring your own access if you’d prefer. - Do I need to bring a Pen & Paper?
We will have a pen and paper available for your session. However, you are welcome to bring your own. - Will I be provided with a workbook or notes?
As all the training is customised in each session, there are no prep-prepared workbook or session notes provided. However, you are welcome to make as many notes of your own throughout the session. - What happens after the training?
We do offer a fee-for-service Xero Consultancy support service for anyone needing any further assistance after the training, and also regular bookkeeping solutions if you would prefer to outsource. - Where is the training conducted?
All face-to-face training is conducted at our new Walkerville office* (or online via Zoom if that option is selected on booking). Please note we are located on the first floor which is accessible by stairs only. There is no elevator or escalator access. If you have any mobility issues, we request you contact our office to discuss alternative arrangements before booking any appointments If you require training to be delivered elsewhere, please contact our team to discuss your options. - How many people can come to the training?
The training sessions available are for up to three people from the same business. If you would like to book for more people to attend the same session, this can be added as an optional extra from the booking page. - Will this session include training in Xero Add On solutions?
The training conducted is specifically in the Xero software only. We are not accredited in training for myriad of add-on solutions available in the marketplace and would recommend reaching out to each individual software to learn about the training options available to you through them. - Will I receive a certificate or accreditation for the training?
Our Xero training sessions are designed for the business owner or accounts clerk looking to understand how to use Xero in business in a practical manner. We are not a Registered Training Organisation and do not provide formal qualifications or accreditation certificates. - Will I be taught how to do bookkeeping?
Bookkeeping is a skill that requires specialist training through a Registered Training Organisation. Our training sessions are specifically software-only training sessions. Although we follow best bookkeeping practices as we demonstrate the software, we do not provide training on bookkeeping specifically and would recommend reaching out to your local or online registered training organisation about available bookkeeping courses. - Access to our Training Room
Please note that we are located on the first floor, which is accessible by stairs only. There is no elevator or escalator access. If you have any mobility issues, we request that you contact our office to discuss alternative arrangements before booking any appointments.


