tashly consulting xero training Adelaide

Xero Training Adelaide

1:1 Training OR Group Workshops, WE are here to guide you

Bookings for Xero Training with Tash are now open!

Tash is your Xero Software Training expert
Xero Gold Partner – Certificate IV Training & Assessment Accredited

Our Xero training is perfect when:

  • You are new to business, and not sure where to start
  • You need help getting your bookkeeping system started and require training with Xero
  • You have been in business a while but would like to train up a Xero skilled staff member to look after your bookkeeping

We offer a range of training packages based on how much time you would like to spend in a training session and how in-depth you would like the software training to be.We offer training on an individual 1:1 basis or with small groups of up to 3 people. These sessions are tailored to specifically cover the areas of the software relevant to your business. Talk to us today to outline the specific areas you would like our training to cover.

Ready to become a Xero Hero or Receipt Bank Expert…? Scroll down to book your Xero or Receipt Bank training online now. Training is available online via Zoom or face to face^. Please read our FAQs, then “Get in Touch” with us to discuss a Xero training course tailored to your specific requirements. Please reach out if you have any questions or require more information.

Frequently asked Questions (FAQ's)

More information prior to your Xero Training with Tash

  • Do I need to bring a Laptop?
    We will have a computer set up to undertake the training. However, you are welcome to bring along your own laptop if you would like to access your file during the training, or you are welcome to log in to your file on our system
  • Do I need to have a Xero software subscription?
    The training will be conducted in a Xero Demo file so there is no requirement to have your own subscription. However, we can provide training using your Xero file if you’d like.
  • Do I need to bring a Mobile Internet device?
    You are able to access the internet via our Wi-Fi. However, you are welcome to bring your own access if you’d prefer.
  • Do I need to bring a Pen & Paper?
    We will have a pen and paper available for your session. However, you are welcome to bring your own.
  • Will I be provided with a workbook or notes?
    As all the training is customised in each session, there are no prep-prepared workbook or session notes provided. However, you are welcome to make as many notes of your own throughout the session.
  • What happens after the training?
    We do offer a fee-for-service Xero Consultancy support service for anyone needing any further assistance after the training.
  • Where is the training conducted?
    All face-to-face training is conducted at our new Walkerville office* (or online via Zoom if that option is selected on booking). However, if you require training to be delivered elsewhere, please contact our team to discuss your needs.
  • How many people can come to the training?
    The training sessions available are for up to two people from the same business. If you require further participants to attend, please contact our friendly team to discuss your options.

Ready to become a Xero Hero or Receipt Bank Expert…? click on the button “Train Me” to Book your Xero or Receipt Bank Training online now – we offer training online via Zoom or face2face*, alternative click on the button “Learn More” to discover and compare our most popular Xero training courses. Please reach out if you have any questions or require more information.

COVID-19 – We care about your health & safe
As always, we are committed to the health and wellbeing of our clients, team members and our community.

We have also put in place a controlled and safe environment for our customers and team members to ensure social distancing and hygiene measures continue to be strictly followed.

We kindly ask that you follow the instructions of our team and signage when you visit our practice. Please advise us if you are feeling unwell. We can reschedule your face2face appointment – alternatively, we can conduct your scheduled appointment via Zoom meeting online.

Hygiene and safe working practices
• Hand sanitiser available for our customers
• Surface cleaning – frequent cleaning is being undertaken by our team ensuring all contact surfaces are cleaned regularly
• Practising physical distancing of 1.5 metres between customers and team members, with clear signage throughout our practice

Please feel free to reach out if you have any questions or concerns regarding our COVID Safe Policy.
More information regarding COVID-19 can be found at health.gov.au

Please note we are located on the first floor which is accessible by stairs only. There is no elevator or escalator access. If you have any mobility issues, we request you contact our office to discuss alternative arrangements for any appointments

Introductory

Getting Started with Xero
$349 *up to 1.5 hours (Price inc GST)

✓ Customise dashboard

✓ Review organisation settings

✓ Review financial settings

✓ Set up users

✓ Discuss invoice settings

✓ Review chart of accounts

✓ Review email settings

✓ Review contact settings

✓ Enter sales

✓ Review sales register

✓ Enter purchases

✓ Review purchases register

✓ Discuss bank feeds and statement imports

✓ Discuss reconciliation process

Intermediate

All Introductory topics + Reporting
$449 *up to 2.0 hours (Price inc GST)

✓ Customise dashboard

✓ Review organisation settings

✓ Review financial settings

✓ Set up users

✓ Discuss invoice settings

✓ Review chart of accounts

✓ Review email settings

✓ Review contact settings

✓ Enter sales

✓ Review sales register

✓ Enter purchases

✓ Review purchases register

✓ Discuss bank feeds and statement imports

✓ Discuss reconciliation process

✓ Review cash coding

✓ Review bank reconciliation reports

✓ Review reports

Advanced

All Introductory topics, Reporting + Payroll
$599 *up to 3.0 hours (Price inc GST)

✓ Customise dashboard

✓ Review organisation settings

✓ Review financial settings

✓ Set up users

✓ Discuss invoice settings

✓ Review chart of accounts

✓ Review email settings

✓ Review contact settings

✓ Enter sales

✓ Review sales register

✓ Enter purchases

✓ Review purchases register

✓ Discuss bank feeds and statement imports

✓ Discuss reconciliation process

✓ Review cash coding

✓ Review bank reconciliation reports

✓ Review reports

✓ Payroll settings

✓ Set up pay run calendars

✓ Set up super funds

✓ Set up employees

✓ Discuss leave calculations

✓ Set up pay templates

✓ Adding a pay run

✓ Review pay reports

✓ Review super reports

✓ Review batch payments

Introductory

Getting Started with Xero
$399 *up to 1.5 hours (Price inc GST)

✓ Customise dashboard

✓ Review organisation settings

✓ Review financial settings

✓ Set up users

✓ Discuss invoice settings

✓ Review chart of accounts

✓ Review email settings

✓ Review contact settings

✓ Enter sales

✓ Review sales register

✓ Enter purchases

✓ Review purchases register

✓ Discuss bank feeds and statement imports

✓ Discuss reconciliation process

Intermediate

All Introductory topics + Reporting
$499 *up to 2.0 hours (Price inc GST)

✓ Customise dashboard

✓ Review organisation settings

✓ Review financial settings

✓ Set up users

✓ Discuss invoice settings

✓ Review chart of accounts

✓ Review email settings

✓ Review contact settings

✓ Enter sales

✓ Review sales register

✓ Enter purchases

✓ Review purchases register

✓ Discuss bank feeds and statement imports

✓ Discuss reconciliation process

✓ Review cash coding

✓ Review bank reconciliation reports

✓ Review reports

Advanced

All Introductory topics, Reporting + Payroll
$699 *up to 3.0 hours (Price inc GST)

✓ Customise dashboard

✓ Review organisation settings

✓ Review financial settings

✓ Set up users

✓ Discuss invoice settings

✓ Review chart of accounts

✓ Review email settings

✓ Review contact settings

✓ Enter sales

✓ Review sales register

✓ Enter purchases

✓ Review purchases register

✓ Discuss bank feeds and statement imports

✓ Discuss reconciliation process

✓ Review cash coding

✓ Review bank reconciliation reports

✓ Review reports

✓ Payroll settings

✓ Set up pay run calendars

✓ Set up super funds

✓ Set up employees

✓ Discuss leave calculations

✓ Set up pay templates

✓ Adding a pay run

✓ Review pay reports

✓ Review super reports

✓ Review batch payments

XERO TRAINING WITH TASH

What do our customers say about our 1:1 Xero training sessions..?
terry Davidsonterry Davidson
00:27 20 Mar 24
Tash has helped me understand xero so much better. She is easy to talk too and very professional. I recommend this business.
Ashley SchmidtAshley Schmidt
12:00 01 Feb 24
I found my 3hr face to face training with Tash amazing. Tash was full of information and happy to focus on whatever i wanted to get the most out of the session. Tash then shared her favourite reports and tips to keeping our Xero file as accurate as possible. Time and money well spend.
Joanne KowaldJoanne Kowald
11:32 21 Nov 23
I recently did the Advanced Xero training with Tash. I felt confident the next time I logged in to Xero as the training was easy to understand and apply while at work. Thank you
Peter SPeter S
09:58 03 Feb 22
We’re Xero newbies and asked our accountant for a recommendation for Xero help - she recommended Tashly Consulting. Our strategy has been to build a list of questions to ask during a Zoom 1:1 session with Natasha, and these sessions have been incredibly useful and productive.Natasha is an excellent educator - clear, concise and patient. We get through a long list of questions in a 30 minute session; the pace is just right, and Natasha’s Xero knowledge is clearly extensive. We’ll continue to use Tashly to train us, and to problem solve issues we’ve caused.We can see that the time we’ve saved by getting expert training has saved us money and time. Well worth the cost of training.
Patricia SourdinPatricia Sourdin
09:43 09 Aug 21
Natasha at Tashly Consulting answered all my Xero questions and more! The training session was conducted professionally and covered many aspects of Xero. The best part was that it was adapted to my business and helped me address my specific bookkeeping needs. I especially liked being able to book and pay online and being able to book ongoing consultations, should I need them.
Grier NeilsonGrier Neilson
00:08 07 May 21
Tash is life saver, I cant speak highly enough of the service Tash has given me. She has so very patient with me as I navigate my creative, not so numbers focused, mind around Xero. She has had my back. Thank you Tash for your support both in person and via email, with your quick responses and great explanations for me to get things done. So Grateful.Grier
David MarslandDavid Marsland
00:33 07 Nov 19
Natasha trained myself and my assistant and how to set up STP on Xero and then how to do our first BAS. She also showed us how to setup Receipt bank for us. Our accounting is now very easy to do. Highly recommend Natasha for any Xero training you need.
Tim MorrisTim Morris
05:08 06 Nov 19
I engaged Natasha from Tashly Consulting to gain more knowledge and understanding of the best ways to use Xero, I had been using Xero for 5 years prior to the training I undertook with her. WOW, I came out with so much more understanding of how to utilise what was on offer and put into practice the wonderful training that was provided. I highly recommend booking training with Natasha if you use Xero as her knowledge is outstanding.  Thank you, Tim Morris,
Heather SheppardHeather Sheppard
02:34 03 Apr 19
Working with Tashly has provided us with the support and care that we needed to complete BAS. We feel safe and supported with Xero and know that we can ask any question safely. Very grateful, very happy to have found such wonderful, kind, generous expertise. Thank you. Thank you
Clarissa FrayClarissa Fray
00:26 15 Feb 19
I previously engaged Tash for one on one Xero training. This time she helped with me payroll using Xero.Once again, she made it super fun and easy to understand.Highly recommended - Tash is definitely Adelaide's Xero Training expert!Thanks again xx
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Tashly Consulting – Xero Bookkeepers Adelaide, Bookkeeping Services & Xero & Receipt Bank Training Online or Face2Face
Proudly South Australian Owned & Operated