Master Your Business Finances with Tailored Xero Training
✔️ Get hands-on guidance with Xero, in this practical 4-hour 1:1 finance coaching tailored to your business needs. Expert Bookkeeping & Xero Trainer Rachel will walk you through practical tools and best practices, ensuring you understand your financial data and make informed decisions.
✔️ Learn how to use your Xero efficiently, track your financial performance, and create realistic budgets, helping you make better decisions and prepare your business for growth.
✔️ Increase your efficiency by streamlining your financial processes, reduce errors, and save time with personalised training, allowing you to focus on growing your business with confidence.
Program Overview
This program consists of 2 x 2-hour 1:1 coaching sessions, offering individualised attention, hands-on guidance and Xero training. Using your own Xero account, your trainer, Rachel, will focus on practical tools and best practices, demystifying bookkeeping terminology, and providing accurate financial data for informed decisions. This is a great alternative to Xero courses as 1:1 coaching works with you to solve your problems directly.
Despite the wealth of useful information in small business accounts, few owners take the time to understand their financial performance. This coaching program is here to change that, helping you make informed decisions and navigate risks for business stability and growth.
Designed For Where You Are At:
You will complete a brief questionnaire to understand your current level of financial management. Rachel has two programs designed to fit where you are at; whether you're struggling to keep up with your financial data or already managing like a pro.
Finance Foundations:
If your business finance data isn’t up-to-date it's recommended to start with the basic Xero training. Here, you will cover the following key areas:
Mastering the Basics: Managing Banking & Reconciling, Supplier Bills, Customer Invoices & Tax Management
For Retailers or Manufacturers: Understanding stock control and cost management to stabilise cash flow.
For Tradespeople or Service Providers: Job tracking, work in progress management, and regular invoicing for cash flow stability.
Financial Insights:
If your financial data is current and regularly updated (e.g. sales invoices and bills to pay), this focuses on more reporting & insights as your Xero training:
Generating Financial Reports – Creating reports to gain deep insights into business performance.
Cash Flow Management – Prioritising cash flow to ensure business sustainability, including budgeting, cash flow projections, setting financial goals, and income targets.
Enjoy These Great Benefits:
Improved Decision-Making
By gaining a better understanding of your financial data and how to interpret reports, you'll be equipped to make more informed decisions for your business. This includes identifying areas of strength and weakness, recognising opportunities for growth, and allocating resources more effectively.
Enhanced Financial Stability
A deeper grasp of financial management can lead to better cash flow management, budgeting, and forecasting. With improved financial stability, you'll be better positioned to weather economic uncertainties, seize opportunities for expansion, and navigate challenges more effectively.
Increased Efficiency and Productivity
Learning how to manage your financial data efficiently can streamline your business operations. By implementing effective systems you'll save time and reduce the risk of errors. This newfound efficiency can free up resources to focus on core business activities and drive growth.
Meet the Trainer:
Rachel Paterson
Rachel's approach is refreshingly straightforward. Her down-to-earth demeanour, and ability to speak in plain English make complex topics easier to understand.
As the owner/operator of Conduit Bookkeeping and with over 30 years of hands-on experience under her belt, Rachel's expertise spans various businesses and industries. Her skill set is a winning combination of bookkeeping, technology, and training, making her your ultimate go-to for expert guidance in these areas.
Feedback on this Xero Coaching Program:
“Rachel was a pleasure to work with. She made me feel completely at ease and not stupid at all. I've never felt so at home being a beginner. I'm definitely less scared of managing my accounts now. Still a way to go but am keen to get going. I was very much a beginner… Learning all the quick steps that would have taken me a long time to work out myself. Also just general knowledge information that was imparted to me was very very helpful!”
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- Happy Client
“I came into the session not knowing how to generate useful reports specifically relevant to what I was after. After receiving guidance, I am now getting more value from my Xero subscription which is a good thing! Additionally, the small business advice was really helpful and gave me much to think about moving forward. I am feeling more prepared to handle next steps!.”
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- Kimberly Ellwood, HorseFit
“My biggest takeaway from our coaching sessions is…how much more useful xero is.”
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- Adrenalin Adventure Park
“My biggest takeaway from our coaching sessions is…Just feeling more confident using Xero.”
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- Paihia Mountain Bikes
“Rachel’s coaching sessions were personalised to my business activities and couldn’t have been more effective! I felt at ease enough to voice every little question that popped in to my head as we progressed, got to practice all the time saving tips I needed as well as learned to use a few reporting tools… which I didn’t think were relevant at this stage of my business but have already proven to be a game-changer in helping me make decisions that are backed by numbers. Simply cannot recommend this highly enough, money well spent!
My biggest takeaway was that Xero doesn’t have to take up a lot of time when you learn to navigate and utilise key tools and shortcuts that will make the whole process more efficient!”
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- All Things Nina
“My biggest takeaway from our coaching sessions was how to create bills and pay in batches - solving small niggles I’ve had a while – upskilling me.”
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- Propertyscouts Whanagarei
“My biggest takeaway from our coaching sessions is…I now know how to produce the reports I want along with learning a couple of shortcuts.”
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- Sunshine Homes & Cabins
How It Works:
The process towards financial resilience is easy!
Sign up by clicking the button below.
Fill out a brief questionnaire to allow Rachel to tailor the training to your needs.
You'll receive a link to book your Xero training sessions online at your convenience.
Enjoy learning practical processes with Rachel's expert guidance.
Provide feedback to help improve future programs.
Start your journey towards financial empowerment today.
Ready to Gain Financial Insight Into Your Business?
Let's do this! Click the button below to get started.