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Xero Online Training

Are you managing your own finances on Xero but not confident you’re doing things right and feel like you could be getting more from the platform? We recognise the sense of empowerment that comes with handling your finances, which is why Heart Bookkeeping is dedicated to assisting you in becoming proficient with Xero.

Our Xero Online Training platform is your key to success. This dynamic, on-demand resource provides you with access to a library of comprehensive training videos. These videos are thoughtfully designed to improve your understanding of Xero’s key features, guiding you through a logical sequence of lessons to build your expertise step by step.

Empower Yourself with Knowledge

We understand that small business owners managing their own finances can be doing their bookwork at all hours of the day and any time in the week. That’s why we’ve created an on-demand resource so you can jump on when it suits you.

We believe in the power of learning by doing. That’s why we encourage you to engage with the Xero Online Training modules while you’re actively managing your own bookkeeping. This hands-on approach ensures that you not only grasp the theoretical aspects but also gain practical experience that is directly applicable to your business needs.

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 can be tapped into during our live weekly Xero Support webinars. Just submit your question and those with the highest demand will be featured in the session.

We believe that learning is an ongoing journey. With our Xero Online Training platform, you can revisit lessons and stay up-to-date with Xero’s ever-evolving features, ensuring that you remain at the forefront of financial management in your business.

We believe that learning is an ongoing journey. With our Xero Online Training platform, you can revisit lessons and stay up-to-date with Xero’s ever-evolving features, ensuring that you remain at the forefront of financial management in your business.

Need a more tailored approach to your learning? Heart Bookkeeping also offer One-to-One training if you’re looking for specific support in Xero. Our One-to-One training packages include two months of access to our Xero Online Training platform so you get the best of both worlds!

Xero Online Training 1
Our Pricing
Online Option
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Xero Online Training

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.

$49 per month
  • 24/7 on-demand access to our entire Xero Training series
  • Online Training library
    Includes our popular BASICS Xero Training course
  • Downloadable checklists and cheat sheets
  • Attend our live Xero Support session once a week
  • Notification when new training videos are added
Face to Face Option
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Xero One to One Training

For those who prefer a more personalised approach, our One-to-One 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
  • Up to one hour of additional phone and/or email support in the 2 weeks following your training session
  • 2 months FREE access to our Xero Online Training platform

*Option of 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