Xero Setup and Training SErvice
Get Xero set up properly, then learn how to use it with confidence. For clinic owners and practice managers who want a clean system and a simple workflow that actually sticks.
- Australia Wide Support
- Medical and Allied Health Specialists
- Personalised, Plain English Support
- Xero Specialists
- Registered BAS Agent
Sound familiar?
- You have Xero, but you are not confident it is set up correctly
- You are not sure what should be coded where, so you guess and hope for the best
- Your reports do not make sense, or you do not trust them
- You are worried you will break something if you change settings
- You have started in Xero but never built a consistent weekly or monthly rhythm
- You want to train a team member, but there is no clear process to follow
- You are moving to Xero and want it done properly, not rushed
How we can help
We set up Xero in a way that suits how your clinic actually runs, then we train you (or your team) so you feel confident using it day to day. The focus is on a clean foundation, simple processes, and practical training you can apply immediately.
What’s included
- Initial review of your current setup and what you want Xero to do for the clinic
- Xero setup or tidy up so the file is clean and usable
- Chart of accounts review and basic structure guidance (aligned with your accountant needs if required)
- Set up of bank feeds and reconciliation basics
- Set up of invoicing and bills workflow inside Xero (if needed)
- Training session tailored to your clinic workflows and skill level
- A simple checklist for what to do weekly and monthly so things stay on track
- Plain English answers to your questions, without jargon
- Optional follow up support after training so you are not left hanging
Common bas issues we see in clinics
- Xero set up quickly at the start, then never reviewed as the clinic grows
- Inconsistent coding, especially when multiple people touch the file
- Bank reconciliation not kept up to date, causing BAS stress later
- Invoices and bills handled outside Xero, so the file is always behind
- Owners relying on reports they do not fully trust
- No clear handover between admin staff and the bookkeeper or accountant
- Settings and workflows not matching the reality of a busy clinic
- Training that is too generic and not based on real clinic examples
Who this is for
- You run a Medical or Allied Health clinic and want Xero set up properly
- You want a simple workflow for invoicing, bills, and reconciliation that suits your clinic’s day to day
- You want practical training so you can use Xero confidently day to day
- You are happy to follow a clear process and ask questions as you go
- You want Australia wide support in plain English
Who it’s not for
- You want training or setup for software other than Xero
- You want a quick setup with no intention of maintaining it properly
- You want someone to guarantee perfect results without your input or access
- You want tax planning advice rather than bookkeeping setup and training
- You are not willing to change the habits that are causing the mess
Our xero setup and training Process
1.
Book a time that suits you for our free consultation.
2.
We confirm access, where you are now, and what you want Xero to handle.
3.
We tidy the setup, fix the basics, and make sure the foundation is solid.
4.
We setup the workflows you need, then run practical training based on your clinic.
5.
You get a simple checklist and optional follow up support so it sticks.
Xero Setup and Training FAQs
Do you only work with Xero?
Yes, we only work with Xero we are experts and big fans of this software.
Can you help if we are moving from another system or spreadsheets?
We can help you migrate all your old files across to Xero and then hopefully you will love it as much as we do!
Is this training for owners or admin staff?
Yes training can either be onsite (if practical) or via Teams.
Will you customise it to how our clinic runs?
Yes, Xero is very flexible and allows many Apps as add ons so in most cases customisation works well.
Do you offer ongoing support after training?
Yes, we are always here to help you.
How much training is included?
We customise the training package to your needs recognising we are all have different requirements.
Get in Touch
If you want Xero set up properly and a workflow you actually feel confident using, let’s chat. We will work out what you need now, what can wait, and the simplest way to get you on track.