January 15th, 2019

Do I need Xero Training?

We’re often asked whether we can help with Xero training for companies that aren’t one of our clients. The answer is we can’t. Well, sort of…

The problem with Xero training is that it’s only part of the solution to making a success of Xero.

What a business really needs is:

1. A proper business case for using Xero. For many it is a brilliant solution but for some businesses it might not be the right answer.

2. A proper plan for implementation. When will you swap over from your old accounting system? Will you convert old data or start with opening balances?

3. A proper ‘chart of accounts’ structure so you start to capture all the information that you want to be able to report on.

4. Advice on whether other apps could benefit your business. For example, Receiptbank can save lots of time in inputting invoices and Gocardless can revolutionise your cash collection.

5. Ongoing support so that you have help at hand when something unusual happens (something unusual always happens!)

6. And training. Of course we can help with training.

So, if you are looking for Xero for your business, or have already taken the plunge and want to improve how you use it, then we can help you get the whole thing right – and not just the training.

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Managing Director

Jonathan trained as a chartered accountant with Price Waterhouse (now PWC) in Liverpool before becoming a small business services manager for Grant Thornton in Warrington. He also spent three years as the financial controller for Brookside and Hollyoaks (not that he ever mentions it!).

Jonathan is recognised as a specialist in the entertainment industry and is often called upon to provide training courses and seminars for media professionals. He's also a bit of a technology geek and has been recognised with the accountancy industry as one of the most progressive accountants in the UK.
Outside of work Jonathan is very proud to be the Treasurer of the Tim Parry Johnathan Ball Foundation for Peace and to be on the Council of the Liverpool Institute of Performing Arts (LIPA)

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