Xero Training for Business Owners
Running a business means staying in control of numbers — cash flow, invoices, bills, VAT, and reporting. Our Xero Training for Business Owners program is designed to help you manage finances confidently without relying on guesswork or external support. Whether you’re new to Xero or want to improve your day-to-day accounting skills, this training helps you understand and use Xero effectively so you can make better financial decisions, stay organised, and save time.
You’ll learn directly from certified trainers who guide you through practical, real business scenarios — not just theory.
Online Live Training
Online live training is available for participants all over the world. The training is conducted via Zoom
Classroom Training
Our Xero classroom training is available weekly in London, Surrey & Berkshire.
Onsite Training
Onsite training is available at your premises, no matter where you are in the UK. We will come to you and provide training at your convenience.
1 to 1 Training
One to one training sessions are available with our Certified Xero Advisor and Accountant. You will be able to ask questions and get personalized help with using Xero.
Group Training
The Xero Group training is available for businesses both at their premises and online live via zoom.
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Take the Guesswork Out of Accounting with Xero Training for Business Owners
At Xero Expert, we know how essential it is for business owners to stay in control of their finances, maintain accurate records and make informed decisions. Our Xero Training for Business Owners is designed specifically to help you understand, manage and use Xero confidently as your day-to-day accounting system.
This training covers everything a business owner needs — from setting up your Xero account to creating invoices, managing suppliers, processing payments, reconciling transactions and generating clear financial reports. With our structured Xero Training for Business Owners, you’ll learn how to take full control of your accounts and manage your business finances more efficiently.
All sessions are delivered by experienced and certified Xero trainers who guide you step-by-step with real business examples and practical workflows. You also have the option of 1-to-1 support, where your training can be tailored to suit your business processes, industry, and level of experience.
Benefits of this Xero Training
- Increased Efficiency: Xero Training for Business Owners gives users the tools to run their bookkeeping operations with lightning speed and accuracy. Streamline your workflow, master day-to-day procedures, and increase efficiency - all in one package!
- Improved Accounting Practices: Learning how to use Xero correctly can help business owners develop better accounting practices by teaching them the best ways to track expenses and invoices, pay suppliers and run financial reports.
- Tailored Instruction: Our Xero Training for Business Owners courses can be customized to suit the individualized needs of your business, with one-to-one guidance provided if needed.
- Experienced Trainers: Our Xero-certified trainers are experienced in their field and have the necessary knowledge and skills to provide comprehensive instruction on best practices for using the software.
- Accessible Support: We offer ongoing support and advice to ensure that you are able to make the most out of your Xero system, even after the completion of the training course.
What’s included in this Course
- Xero Accounting Software Introduction
- Create and setup new organization in Xero
- Setup organization financial settings
- Charts of accounts- adding, editing, archive and delete
- Setup Customer, Suppliers and employees’ details in Xero
- Adding a tracking category/cost centre/department in Xero
- Understanding conversion balance
- Setup multi-currency in Xero
- Understanding Xero Files
- Uploading a File to the Inbox
- Emailing a File to the Inbox
- Xero Invoice settings and Customise invoice
- Understating Xero user roles
- Creating and working with Contacts
- Fixed Asset register and deprecation
- Posting Wages, Pension and PAYE
- Reconcile Wages, Pension and PAYE payment in Bank
- Xero Expense Claim overview
- Send a Xero Network Invite (Xero to Xero)
- Understanding add-ons
- Payment gateway and direct debit apps setup overview
- Raising sales quote, invoices and sales credit notes
- Understanding Xero Bills email address
- Entering purchase order, bills and bills credit notes
- Bank Accounts and Bank Feed setup
- Bank reconciliations, transfers and Bank rules setup
- Recording Petty Cash transaction
- Manage Accounts Payable and Receivable
- Manage supplier payment run in Xero
- Accounting for Accruals and Prepayment
- Prepare and filling your VAT returns
- Profit and Loss and Balance Sheet reports
- Detailed Management Reports
- Overview of Xero Apps
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 5:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£550 (Online Live Via Zoom)
£700 (Classroom)
- 7 hours approx
- Monday - Saturday each week
By the end of this course, you will be able:
- Manage your Business Finance Efficiently
- Understand Xero Features
- Create Customer invoices
- Crate Supplier bills
- Managing Supplier payment
- Generate Management Reports
Why Choose us for Xero Training?
Choosing the right trainer matters. Our Xero Training for Business Owners is built to give you practical skills, real business insight, and confidence using Xero every day. Here’s why business owners choose us:
- Certified Xero Advisors
- Special training designed for business owners
- Flexible training formats — online, onsite, classroom, and 1-to-1
- Tailored sessions based on your industry and workflow
- Post-training support to help you apply what you learn
- ✔ Step-by-step guidance — ideal for beginners and active users
Other Xero training courses
Xero Training for Landlord
ero Training for Landlords provides an engaging and comprehensive resource for those who manage rental properties.
Xero Bespoke Training
We offer bespoke Xero training that can be tailored to your specific needs and requirements
Xero Payroll Training
The training will help you stay up-to-date on the latest changes in payroll rules and regulations
Xero Basic Accounting Training
This course is ideal for those who are new to Xero and wish to learn the basics of accounting with Xero.
Want to know more about our Xero Training For Business Owners?
Whether you’re scaling, improving workflow, or starting fresh, this training gives you control over your financial data and better visibility of your business performance.
If you’re ready to master Xero and run your business more efficiently, we’re ready to train you.