Xero Training & Setup

Learn how to manage your bookkeeping in Xero with one-to-one training built around your business, your own records and the tasks you handle each day.

Practical Help With Xero

One of the most popular accounting software in the UK, with more than 350,000 users across the country trusting it with their business accounts each and every month, when you hire Braken Chartered Accountants for Xero training and set up, you can be sure you’ll be saving time and money in your business in a matter of weeks.

Put Your Learning Into Practice

Work through real accounting tasks with guidance, building the skills you need to keep your business records up to date.

After advising you on which Xero subscription will best suit your needs, we’ll provide you with one-on-one training in your own environment using your own data, meaning we can target your training to your specific situation.
Discuss Your Xero Training
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Make Xero Work for You

During your Xero training we’ll cover a number of subjects, including:

Bank reconciliation

We show you how to reconcile bank transactions in Xero, match money coming in and going out, and resolve differences so your records reflect your bank activity.

Preparation of accounts

Understand how your everyday entries come together in Xero’s financial reports. We help you review balances, spot missing information and organise your figures ready for preparing accounts.

VAT

Using your own business transactions, we explain how to apply VAT rates, review the amounts recorded and check the figures in Xero before completing your VAT return.

Payroll

Get familiar with running payroll in Xero, from entering employee information to checking pay and deductions. Our training helps you establish a consistent routine for paying your staff.

Because we have been using Xero on a regular basis for a number of years, we can answer almost any question you could ask about the software, and overcome any challenges you may have using it. Chances are, we’ve overcome the exact same problems ourselves numerous times in the past.

Xero Training FAQs

Explore common questions about getting started with Xero, what our sessions cover and how we adapt the training to your experience and bookkeeping needs.
Xero can be used by business owners without a bookkeeping background, but understanding the basics helps you keep accurate records. Braken provides one-to-one training using your own data, focusing on the tasks and reports relevant to your business.
A Xero setup should include your business details, financial year, relevant tax settings and opening balances. You may also need customer and supplier records, outstanding invoices and bank connections. The setup should reflect how your business operates and the date you start using Xero.
Yes. You can move to Xero during your accounting year by choosing a conversion date and transferring accurate balances and outstanding transactions. The records before and after that date need to agree, so planning the change helps prevent gaps or duplicated entries.
No. A bank feed imports transaction information, but those transactions still need to be checked and reconciled against the correct invoices, bills or categories. You also need to keep supporting records and review the accounting and VAT treatment where relevant.
Xero helps you organise records and produce reports, but the accuracy of those reports depends on the information entered. An accountant can check your figures, explain your tax obligations and help you interpret the results. Software and professional advice serve different, complementary purposes.

Ready to Get Started With Xero?

Book a free initial consultation to talk through your Xero training needs. Whether you’re setting up or already using the software, we’ll help you decide where to begin.
Book a Free Consultation