Xero Training & Onboarding
Seamless Xero Setup and Expert Training for Busy Businesses
Moving to cloud accounting shouldn’t feel like climbing Everest. At Plus Accounting, our Xero Training & Onboarding service is crafted for time‑pressed business owners and in‑house finance teams. We’ll get your Xero file set up perfectly, train your people efficiently, and ensure you’re leveraging Xero’s full potential – right from day one.
What’s Included in Your Xero Onboarding
- Custom Xero Setup
- Tailored Chart of Accounts aligned with your industry and reporting needs
- Bank feed activation and reconciliation rules for automated cash‑flow tracking
- Professional Templates & Integrations
- Branded invoice, quote and expense templates for a consistent look
- Recommendations for Xero‑connected apps (Dext, ApprovalMax, Telleroo, Chaser)
- Compliance & Controls
- VAT settings, tax rates and filing reminders
- User roles and permissions set for secure, compliant access
Flexible Training Options
- One‑to‑One Virtual Walkthroughs
- Personalised sessions to answer your Xero questions and build confidence
- Team Workshops
- Interactive group training for finance staff and non‑financial users
- On‑Demand Video Guides & Cheat Sheets
- Bite‑size tutorials and quick‑reference PDFs to refresh your skills anytime
Why Xero Onboarding Matters
- Avoid Costly Errors
- A clean, compliant setup prevents reconciliation headaches and filings mistakes.
- Maximise Efficiency
- Automate manual tasks and free up your team to focus on strategic financial planning.
- Scale with Confidence
- A solid foundation in Xero means you’re ready to grow—adding users, apps, and data without disruption.
Why Choose Plus Accounting?
- Industry‑Focused Expertise
- We’ve onboarded Xero for businesses in tech, e‑commerce, professional services, and more.
- Empathetic Support
- We know you’re busy—our friendly team works around your schedule and learning style.
- B Corp Values
- Ethical, sustainable guidance that puts people and planet first.
Ready to Transform Your Finance Function?
Book Your Xero Onboarding Session Today and see how the right setup and training can supercharge your accounting.
📅 Schedule a Free Discovery Call
Download our Xero Flyer
Want to learn more?
Get in touch with our in house expert Emma Hardwick to see how we can help.
Introducing Xero
Look at our video series to understand some of the stand-out features of Xero and find out what’s available to you.