Xero Coaching
For service businesses who want clarity and control over their finances
Feeling overwhelmed by Xero? Want to understand your numbers? Not sure where to start?
You’re brilliant at what you do, but let’s be honest, the financial side of business, especially figuring out Xero, can feel like a tangled mess you just don’t have time for.
Maybe you set up Xero a while ago, and you’re putting information in, but:
- You’re not confident your Xero file is set up correctly. You’re worried you might be missing crucial settings or making costly mistakes
- You’re spending precious time on manual tasks in Xero that could be automated for you
- You’re finding that understanding your financial reports – like your Profit and Loss or Balance Sheet – feels like reading a foreign language. They’re supposed to be helpful, but right now they’re just adding to the overwhelm.
Using Xero to understand your numbers and make confident decisions can feel like a huge challenge. This often means you’re not getting all the incredible benefits Xero offers to truly make your business better.
Sifting through generic online tutorials can be a time drain when you have specific questions about your business and your schedule is already packed.
What to expect during your Xero coaching call
This isn’t a one-size fits-all session. It’s completely focused on your business and your Xero setup. It’s like having your own Xero guide by your side, ready to answer your burning questions and show you the ropes.
Before your call, you can email your specific questions and challenges so we can make the most of our time together.
During your 45-minute private video call, here’s what you can expect:
- Dedicated attention: Get focused, expert advice from a qualified accountant who knows Xero inside and out.
- Answers to your questions: We’ll dive into your specific Xero file and address the things that are causing you confusion or worry.
- Clear, practical steps: Leave the session knowing exactly what to do next to tidy up your Xero file, understand your reports, or set up handy features.
- Your session recording and transcript: No need to frantically take notes. You’ll get a recording and transcript of your call to refer back to anytime you need a reminder.
Meet Sharon: Your Xero Expert and Guide
I’ve been around business all my life thanks to my family business and have over 25 years experience as a practising accountant.
I’ve slogged it out for a big firm, learnt the ins and outs of a business working as an internal accountant and discovered all things small business from running my own.
I’ve had the pleasure of working with hundreds of diverse businesses, helping them cut through the confusion, get their Xero files neat and tidy, and most importantly, truly understand their numbers.
I’m a Xero enthusiast. As a Xero Certified Advisor and Partner, I love helping businesses just like yours unlock all the clever ways Xero can help them thrive.
The Benefits
Imagine opening Xero and feeling calm, confident and in control (rather than breaking out in a sweat!)
Imagine understanding your reports, knowing exactly where your business stands financially, and making decisions based on clear, reliable data. Imaging reclaiming hours of your week by leveraging Xero’s powerful automation features.
This isn’t just a nice idea, that’s what’s possible with 1:1 Xero coaching from a finance expert who truly understands service-based businesses like yours. You get straight-to-the-point guidance tailored to your needs, skipping the confusion of generic tutorials.
Have some questions about my Xero Services?
Is this coaching right for me if I’m pretty new to Xero?
While this coaching is most effective for those already using Xero, even beginners who are ready to jump in and learn will benefit. We’ll tailor the session to your current level and focus on the essentials to get you started confidently.
I’m worried 45 minutes isn’t enough time. Will we really cover everything?
The session is designed for focused, personalised guidance. We encourage you to email your questions beforehand. We’ll prioritise your most pressing needs and provide actionable steps you can implement right away. Plus, you get the session recording to revisit everything we cover. For more in-depth support you can book multiple sessions.
What if I have questions after the coaching session?
You’ll have the recording to refer back to. For more in-depth support, you can book multiple sessions.
What type of businesses do you specialise in coaching?
I specialise in service-based businesses like construction, health professionals, consultants, creatives, SaaS, photographers, not-for-profit organisations and more.
Who will be providing the coaching?
Your coaching session will be with Sharon, a qualified accountant and experienced Xero expert with over 25 years of experience helping small businesses like yours thrive.
Is the session confidential?
Yes, absolutely. All information discussed during your session and access to your Xero file (if needed with your permission) is treated with the strictest confidence and adheres to professional confidentiality standards.
What if I need to reschedule?
I understand that the unexpected can happen. I ask that you provide at least 24 hours notice if you need to change your session time. Please note that last-minute cancellations or no-shows may result in the session fee being forfeited.
How do I book my session?
Simply click the “Book Now” button below, fill out your details and we will contact you to organise a time for your session.
Coaching Investment Options
Ready to stop feeling lost in Xero and start using it confidently to run your business? Choose the coaching package that fits your needs:
Single Session
Inclusions- One 45-minute personalised coaching call via zoom
- Focus on your most pressing Xero questions and challenges
- Actionable steps tailored to your business
- Recording and transcript of your session
3 Session Package Price (save $94)
Inclusions- Three 45-minute personalised coaching calls via zoom
- Deeper dive into your Xero setup, reporting and automation opportunities
- Support over a longer period to help embed your learning
- Tailored guidance based on your progress
- Recording and transcript of each session
Client Success Stories
Want to know you’re in good hands? Here’s what some of the businesses I’ve worked with have to say:
Ready to finally gain clarity and control with Xero?
Stop letting bookkeeping stress overwhelm you and hold you back. It’s time to gain confidence, understand your numbers and make empowered decisions that fuel your business growth.
Click below to book your personalised Xero Coaching session and start your journey to financial clarity.