Xero Certified Advisor

Xero
Training & Support

Xero Training

Your very own SmartDesk Xero Personal Trainer will take you through Xero step by step, factor in your knowledge of Xero and focus on what you need to get where you need to be.

Our training will be specific to you and your business so initially we’ll go through a needs analysis interview so we can understand your business, what you’re wanting to achieve, what your current understanding of Xero is, and then we can put together a support/training plan to make sure we’re with you every step of the way. Don’t worry if you think you don’t know what you’ll need – we are experts at working that out for you.

Our information packs and style of training can be adapted for existing Xero users who are finding that they need a bit more knowledge, or for those who are new to what Xero has to offer. While we often do our Xero training on a one-to-one basis we are also able to offer group training if needed for training team members new to Xero or providing next level training for your current team members as and when updates to Xero are made.

Our team work with clients who have a range of skill levels so trust us when we say that there’s no need to worry about what your skill level is – we’ve seen everything you can imagine. We’re here to offer our training services at your pace so if you’re having trouble getting a specific part, we can cater the plan to focus more on that. We’re here to make sure you know how the software works so you can use it to successfully manage your business.

To get the training you need to use Xero to its full potential, contact the team at SmartDesk.

Xero Support

Accounts can be what make or break a business, but they’re also very time-intensive if you don’t know what you’re doing. If you’re having trouble with Xero, or simply don’t have the time to learn the ins-and-outs of the system, we offer the following support services:

  • Process monthly accounts
  • Invoice creditors and debtors
  • Reconcile bank statements
  • Provide monthly reports
  • Process GST returns for you
  • General office administration
  • Data entry projects (short or long term)

If the above applies to you, SmartDesk can be your Xero expert for your business.

Our business is helping clients, so there’s nothing that we deem as ‘too minor’ or ‘too major’ – whatever you need to get your accounts running smoothly, SmartDesk can offer it. To make things easier for you, once we assess what you need, we can work remotely or come into your business and work alongside you.

We say to all of our clients that Xero can streamline your business, and we mean it. When it’s tax time at the end of the financial year, your accountant can access all your records and information from Xero to easily process and file your tax return. This means less time for them, and more money saved by you!

If you have multiple staff who may need to access your accounts, you can set access levels for them, meaning there’s less crossover, and they can efficiently manage their own areas offering you further peace of mind that everything is above board.

If you’re looking for ongoing Xero support to ensure your business is efficient – Contact the team at SmartDesk today.

We know this can all be a lot to take in, so we don’t just give you all of this and then leave – we want to make sure you’re in the best position at all times. We have three options for supporting your business going forward:

Option 1

The cost for email, phone and skype support is $1.99 plus GST per minute.

After each enquiry we will send you advice showing the accumulative total of our support service throughout the month. This will ensure that there are no surprises for you when you receive your invoice at the end of the month.

Option 2

You may decide that you would prefer a monthly fixed fee. We can determine what this would be once we’ve discussed your needs, and what capacity you need us in.

Option 3

With Xero Ongoing, we can support you in Xero by helping you with your invoices, bank reconciliations, GST and monthly reporting. SmartDesk will be your Xero bookkeeper for your business.