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Xero Training

Unlock Your Xero Superpowers with Heart Bookkeeping's Xero Training Services

Are you one of those savvy business owners who take pride in handling their own bookkeeping? If so, kudos to you! We understand that managing your finances can be empowering, and that’s why Heart Bookkeeping is here to support you in mastering Xero, the powerful cloud-based accounting software. Whether you’re a newbie to Xero or simply want to enhance your skills, we offer two fantastic options that will help you harness the full potential of Xero.

Option 1: Xero Online Training Platform

If you’re new to Xero or feel a bit unsure about navigating through its features, 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.

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.

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Option 2: Face-to-Face Xero Training

For those who prefer a more personalised touch, 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.

When you opt for our One-to-One training, you’ll be treated to a two-hour session with one of our experienced Xero Certified trainers. This unique opportunity allows us to customise the training specifically to address your needs and goals within your Xero file. 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.

But our commitment to your success doesn’t end with the in-person session. We go the extra mile by providing you with access to our Xero Online Training platform, ensuring that you can continue building on the skills and knowledge you acquired during your training session. This ongoing support ensures that you remain confident and proficient in using Xero to its full potential.

Why Choose Heart Bookkeeping's Xero Training Services?

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.

We understand that every business is unique. That’s why our training options are designed to cater to your specific requirements. Whether you prefer self-paced learning or personalized guidance, we have the perfect solution for you.

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.

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.

Whether you choose the convenience of our Xero Online Training platform or the personalised guidance of our One-to-One sessions, we’re here to empower you every step of the way. Join the ranks of savvy business owners who have harnessed the power of Xero to streamline their financial operations and make informed decisions.

Contact us today to embark on your journey to Xero mastery.

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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 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.

$550
  • 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 

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Nestled in the picturesque Northern Rivers region of New South Wales, Lismore is a vibrant and culturally rich city that beckons residents and entrepreneurs alike. With its stunning natural surroundings, a thriving economy, and a strong sense of community, Lismore and its surrounding areas offer an appealing blend of lifestyle and business opportunities.

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Hobart, the capital city of Tasmania, is a charming and picturesque destination situated at the southernmost point of Australia. Known for its stunning natural beauty, vibrant arts scene, and thriving economy, Hobart is an ideal place to live and conduct a small business.

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Located in the tropical north of Queensland, Townsville is a thriving city renowned for its unique blend of natural beauty, economic opportunities, and welcoming community. With its stunning landscapes, strong economy, and numerous amenities, Townsville has become an attractive destination for both residents and entrepreneurs looking to start or expand their small businesses.

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Heart Bookkeeping was intentionally built in the cloud, providing services to our clients from day one on a remote basis. And although we’ve expanded our physical footprint to include Lismore, Hobart and Townsville, we’ve been very intentional about designing our offering to ensure all business owners in Australia can access and benefit from the services we offer.

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