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Xero One to One Training

Get ready to level up your Xero game with our one-on-one personalised training sessions! Whether you’re a startup star, a seasoned business pro, or somewhere in between, our training sessions are a perfect fit for you. We know that your time is precious, that’s why we tailor our training sessions to your specific business requirements so you’re getting the exact knowledge you need.

Personalised Guidance for Your Xero Journey

Our One on One Xero training is all about you. We tailor the session to your specific needs and objectives, ensuring that you get the most out of your training experience. Whether you’re looking to streamline your invoicing process, reconcile transactions more efficiently, or simply want to maximise the software’s capabilities, our trainers have you covered.

At Heart Bookkeeping, we take pride in our team of Xero Certified gurus. Our trainers possess a deep understanding of Xero’s intricacies, and their expertise is at your disposal to help you navigate the software with confidence and ease.

Don’t let the complexities of Xero hold you back from taking control of your finances. With Heart Bookkeeping’s Xero Training services, you can unlock the full potential of Xero, gaining the confidence and skills needed to manage your business finances like a pro.

We understand that learning is a continuous process. By providing access to our Xero Online Training platform, we enable you to revisit and reinforce what you’ve learned during your One-to-One session, ensuring that you can continue to grow and adapt as your business evolves.

Attending a Heart Bookkeeping One on One training session is a step in the right direction. You will walk away with new skills to test in your business. After the session, we strongly encourage you to use your newfound skills in your business so they stick. We provide you with 2 months FREE access to our Online Xero Training + Xero Support portal. So use it or lose it!

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Our Pricing
Online Option
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Xero Online Training + Unlimited Xero Support

Unlock the full potential of Xero with Heart Bookkeeping’s Online Training platform! Whether you’re a newcomer to Xero or have been self-teaching on the platform for some time, our on-demand training resources are here to help you become a Xero master, ensuring you have the confidence that you’re getting it right. PLUS, you get unlimited Xero Support from our Xero Certified Team.

$99 p/mth
  • 24/7 on-demand access to our entire Xero Online Training library
  • Downloadable checklists and cheat sheets
  • Notification when new training videos are added
  • Unlimited Xero Support from our team of Xero Experts
Face to Face Option
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Xero One to One Training

For those who prefer a more personalised approach, our One onOne Xero training sessions offer an exceptional learning experience. Our team consists of Xero Certified gurus who are passionate about helping you harness the full power of Xero for your business.

  • 2 hours of One-to-One training with a Xero Certified trainer*
  • Tailored to the specific areas that you’d like to focus on
  • 2 months FREE access to our Xero Online Training + Xero Support platform

*Via Zoom or for those business owners in Lismore (NSW), Hobart (TAS), or Townsville (QLD) you can choose face to face at our office.

We work on your business remotely using Xero accounting software. We are available by phone or email and we customise our bookkeeping solutions to meet the changing needs of your business. Our fixed fee pricing structure means no nasty bill surprises and ensures we’re always working hard to create efficiencies in your bookkeeping processes.

We understand that each small business owner is at a different stage in their business journey so we have packages that support you through each of these stages. Those ready to get on top of their cash flow struggles should check out “The Cash Flow Project”

Why pay for the time spent rather than the results achieved? We don’t charge an hourly rate, but instead provide you with a fixed fee solution so you know exactly what to budget for, providing you with cost predictability and removing the possibility of bill shock.

Fixed fees align our interests with yours as we have every reason to make your bookkeeping processes more streamlined and reduce the amount of time you spend on bookkeeping related tasks.

At Heart Bookkeeping we only use and recommend Xero online accounting software. Born in the cloud just like us, Xero provides small business owners with a user-friendly accounting experience and can handle all your day-to-day bookkeeping tasks as well as connecting with over 1,000 apps to simplify tasks such as payment collections, inventory, job management, CRM and more.

If you’re currently using another accounting software or struggling on excel, Heart Bookkeeping can get you set-up on Xero and transfer your important contact, payroll and other business information across so that you’re up and running in no time.

Yes we do! Depending on your learning style you can choose between two different delivery methods for your Xero training with us:

  1. Self-Paced Online Xero Training ($49 per month)
    This is an affordable option for those who want to get their head around the basics of using Xero. Our training videos take you through the basics of each area of the Xero platform and give you access to downloaded checklists so you can ensure you’re on the right track.

    We’re always adding new content to the training portal so you can build on your basic knowledge over time and gain confidence in the quality of your Xero numbers.
    Learn more here 

  2. One-on-one Training via Zoom or in person ($550)
    This Xero training option is suited to those who want a customised approach to their Xero education. It’s a way to fast-track your learning as we customise this training to focus on the areas that are relevant to your business and you can ask us questions that relate to your business and your Xero file.

    You get 2 hours with one of our Xero certified gurus + up to one hour of additional phone and/or email support in the 2 weeks following your training session.
    We also give you FREE access to our Xero Online Training platform for one month so you can access our downloadable checklists and additional training content.
    Learn more here 

We believe you get the best value out of working with us when we connect with your accountant so we’re all working together.

During the onboarding phase we reach out to your accountant to introduce ourselves and give them an overview of the services you’ve engaged us to deliver. We ask them to provide us with information that will help us do our job and that will ensure we provide them with a Xero file they’ll love.

We also touch base with them at key points in the year to update them on your business performance and get guidance from them on varying the business’s quarterly tax instalments you’re paying to the ATO if needed. After the end of the financial year we send them all the information we know they’ll need to get started on your tax and financial statements and make ourselves available for any queries they may have.

Coming from a public practice background, the leaders at Heart Bookkeeping have been on the receiving end of client and bookkeeper-prepared Xero files just like you, and know the difference a great bookkeeper can make to both your client and your accounting firm.

Heart Bookkeeping partners with responsive and proactive accountants and accounting firms to get the best outcomes for our mutual clients. Not only do we provide you with beautiful Xero accounting files and year end workpapers, we flag any changes in the client’s business that may require your advice and expertise. We also handle all your client’s Xero and transaction level queries so you have more time to spend on services such as tax planning and business structuring that will make a real difference to the lives of your client.

Find out how you can partner with Heart Bookkeeping here