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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John manages a wide portfolio of owner managed businesses and oversees the smooth operation of the firm’s payroll department.

After obtaining his degree in mathematics from the University of Liverpool, John joined Jonathan Ford & Co in 2004 and qualified as a chartered accountant four years later. John likes to keep abreast of developments in tax and accounting and is responsible for the mentoring of junior staff.

Outside of work, John enjoys keeping fit and is a Liverpool FC season ticket holder.

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