Upskilling your team

Once your system is ready to roll, we can get your staff up to speed. Even the most brilliant accountants need specialised training to make the transition seamless.

We help to reduce the frustration and downtime that comes with learning a new system by sharing our expertise, and outlining the differences when using Xero.

Our carefully developed training sessions cover everything your staff need to know, including:

• Understanding how Xero is fundamentally different from your existing system.

• How to prepare a set of financials in Xero efficiently.

• How to quickly find problems that your clients may have created and then fix them.

• On-boarding new clients using the new tools.

• Insider tips and tricks.

• Any other questions that may arise.

We’ll leave the team with a workbook containing some of the tips we cover in training, with room for them to take notes along the way. We’ll also cover any nuances of your practice and how to deal with those in Xero.