Xero Support, Set-Up and Training
At Maynard Johns, we have in-house Xero specialists to help you every step of the way.
Xero Support
Whether you are looking for a bit of reassurance and would like an ad hoc Xero HealthCheck or are looking for a longer-term support package so you have an expert on hand when you need one we can help.
Experienced Xero Support Professionals
At Maynard Johns, we have specialist trained and fully certified professionals who excel in their field. They all attend regular update training to stay abreast of all changes with Xero accounting software together with accountancy requirements.
As a recent client said:
“Natalie Willian is Maynard Johns in-house Xero expert. Wow! Natalie is fantastic.
She quickly distilled all our Xero complexities and rolled out a suite of solutions to make our Xero integration as automated as possible – she recommended various apps to do this, helped with the setup from start to finish and offered ongoing support.
Natalie is very friendly, professional and knowledgeable and, in my opinion, puts Xero’s support team to shame. Hands down, a proper Xero expert – I wholeheartedly recommend her and her team at Maynard Johns – a 5-star business.” – Michael Kusi
- Full report
- 30-minute call
Xero HealthCheck
Now that you have gone to the trouble of setting up and using Xero it may be time to ensure it’s all running smoothly. A Xero HealthCheck will:
- Prevent costly errors on your VAT returns
- Reduce the time spent by your accountant at the year-end and reduce your fees
- Ensure the management information you are relying on is accurate for decision making
- Highlight areas where you can save time on bookkeeping
- Suggest ways to use other parts of the software to get the most from your subscription
- Provide feedback
The old saying of we don’t know what we don’t know is very true when it comes to using software but by engaging an expert for a one-off check can give you lots of tips on using Xero to the full and saving money and time.
You will receive
- full report with our findings and guidance on how to proceed
- a 30-minute video or phone call with one of our trainers to go through the report in more detail
To sign up for a support package please get in contact and speak to one of our trainers.
Telephone: 01237 472071
Email: [email protected]
- Remote Zoom session
- Fix any problems
Xero Problem Solver
Do you have a Xero problem that won’t go away and you can’t find the answer?
Or do you just want to understand something better and get something checked?
Our problem solver service offers you a remote Zoom session of up to an hour with one of our trainers so we can screen share and can show you how to fix your problem there and then.
This offers you a quick fix with an expert so you get on with running your business.
Contact us with any questions:
Telephone: 01237 472071
Email: [email protected]
- Email support
- Phone support
- Email support
- Phone support
- Quarterly HealthCheck Report
Xero Support Packages
Subscription-based packages
These packages are aimed at businesses who feel they want the reassurance of a subscription-based support package on an ongoing basis after receiving training from us or another accredited trainer.
If you have not received training these packages may not be suitable for you but get in contact and we can discuss that with you.
We offer E-Mail support with a response within 24 hours (often much shorter than this)
For urgent enquiries, we offer a response by telephone with most issues solved within that first call.
After your year-end accounts have been done we will also help you with any amendments suggested by your accountant.
To sign up for a support package please get in contact and speak to one of our trainers.
Telephone: 01237 472071
Email: [email protected]
Xero Set Up
Whether you are just starting in business or are an established organisation we can help you every step of your Xero Journey. We can start by helping you personalise the software for your business and linking it to your bank and other important data feeds eg credit cards, till systems, PayPal etc so that all your information is captured in one place. We can show you the quickest ways to capture other data and upload documents to the software so you no longer have to keep boxes of paperwork in the loft and train you on how to use it and all the clever shortcuts to minimise the time you take in record keeping.
At the end of your sessions with us, you will have dramatically reduced the time taken on your record-keeping so you have more time to work on other parts of your business or simply take some time off for yourself.
You will also be fully compliant with Making Tax Digital which will affect all business from April 2024.
Xero Set Up Pricing
- 3 weekly sessions
- * If you decide not to go ahead at this stage there will be no charge
Established businesses
Setup and training is also available for Sage And FreeAgent
- Initial 1 hour meeting at our office with our Xero specialist to ascertain your needs and plan your Xero transition*
- Set up bank feeds for 2 accounts
- Create a personalised invoice template within Xero
- Set year-end and VAT periods and applicable VAT rates
- Import correct account headings
- Create up to 4 tracking codes
- Set up correct levels of access for users
- Import contacts list from a .csv file provided by you
- Import debtors and creditors lists from a .csv file
- Enter correct conversion balances
- The integration of one payment-related add-on e.g. izettle, Go Cardless, Directli etc
- Health Check on your data after 3 months to check you are on track and provide you with feedback
- 3 weekly sessions
- * If you decide not to go ahead at this stage there will be no charge
New Business Start-up
Setup and training is also available for Sage And FreeAgent
- Initial 1 hour meeting at our office with our Xero specialist to ascertain your needs and plan your Xero transition *
- Set up bank feed for 1 account
- Create a personalised invoice template within Xero
- Set year-end and VAT periods
- Import correct account headings
- Create up to 2 tracking codes
- Set up correct levels of access for users
- Health Check on your data after 3 months to check you are on track and provide you with feedback
Xero Training
If you need more help in learning the Xero software or want to find out more about extra features and ways to improve your systems, we can help. At Maynard Johns, we have Xero specialists who provide one-to-one training to help you become more accurate or simply learn more about Xero accounting software.
Our specialists are also on hand to help as your business changes or want to add on more integrations such as payment methods e.g. Gocardless, iZettle or PayPal.
We can help you choose the right partner Apps for extra systemisation e.g. to send automated statements, deal with online bookings or manage stock.
We will ensure you get the very best IT training alongside the accounting and tax advice needed to perfect your systems.
If you need help please contact us.
We can also train you on our partner apps
Visit us in our Bideford office or give us a call!
Telephone 01237 472071