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Xero bookkeeping support and training

Support and training at your own pace

Manage finances efficiently

Save time

Understand Xero features

Expert training

Your key contact

Jamie Snell

Director of Client Finance

Could your company benefit from Xero Support

Schedule a brief, no obligation call with our team today.

Schedule a discovery call

Xero bookkeeping support and training

Understanding a new accounting software can be confusing at times, especially when you’re not a qualified bookkeeper.

We’re here to clear the confusion and get you using Xero as efficiently as possible while making sure all relevant features are being used to maximise business performance.

"Xero is a powerful tool once you know how to use it properly. We are here to make sure you do."
Karen Coult
Client Finance Partner

Why use Caldwell Penn for Xero support?

Streamline your finances
  • If you are keen to get peace of mind knowing that your software is set up correctly for you to use in your business.
  • We recognise that you are not qualified bookkeepers and would prefer to spend time on your business.
  • We want to make sure you are completely comfortable using the software and have somewhere to turn when things get tricky. 

How does our Xero support and training work?

A helpful hand each step of the way
  • We offer one-to-one training sessions designed to be tailored to go at your own pace; either remotely, at our premises or at your offices depending on your requirements.
  • Whether you have a basic knowledge of Xero and just want a refresher course or if you are completely unfamiliar with the software we will help you develop a better understanding.
  • As Certified Xero Advisors we are always on hand to help you and ensure that things are running smoothly.
  • You decide how much or little of our time you require and we will be there to help. 
"You do not need to be a bookkeeper to use Xero. With the right training, it becomes second nature."
Caitlyn Evans
Client Finance Partner
"Our goal is to give you control over your numbers without overwhelming you with accounting jargon."
Luke Noble
Client Finance Partner

What should I expect to achieve from Xero training

Improved business performance
  • With a better understanding of Xero you will be able to manage your finances more efficiently and easily.
  • By the end of our standard training you should be able to:
    • Raise professional looking and HMRC compliant invoices and email them to your customers directly within Xero using the desktop or mobile app
    • Upload receipts and invoices to Receipt Bank using the desktop and mobile app
    • Add items to Expense reports within Receipt Bank
    • Process receipts, invoices and expense reports from Receipt Bank into Xero
    • Match, create and transfer bank receipts and payments as appropriate
    • Check the reconciliation of the bank to the statement balance
    • View your outstanding customer and supplier balances and send statements to customers directly within Xero
  • You will better understand all the features of Xero and how to use these to improve your business performance. 

Your client finance leads

Jamie Snell

Director of Client Finance

Caitlyn Evans

Client Finance Partner

Karen Coult

Client Finance Partner

Luke Noble

Client Finance Partner

Frequently asked questions

If your bank feed is connected, the transactions will be waiting to be reconciled. You can then match the transaction to a relevant invoice, create a new transaction or record a bank transfer. To create a new transaction simply enter the relevant ‘Who, What, Why,’ details and click OK to reconcile. 

 

To meet new EU standards relating to open banking, most bank feeds must be renewed every three months for security purposes. On Xero, this usually takes less than 5 minutes.

 

This gives you access to articles and discussions to help you to use your Xero. 

 

Xero allows you to download a template and import the transactions. They can then be posted reconciled with the relevant details.

 

Bank rules can be set up on Xero to categorise regular transactions, therefore saving time in the reconciling process. Instead of manually entering the transaction details, Xero suggests a transaction, using the conditions you have set in the bank rule.

 

If you have multiple sales or purchase invoices you want to raise on Xero, you can import them into the software using a template provide on Xero.

 

On Xero you can edit the existing sales invoice template to show your company details, you can also create your own custom branding theme.  

 

Yes, you can add a contact email to your Xero client and email the sales invoice directly to them through Xero.  

 
 

Our core sectors

Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:

Professional Services

Consultants, agencies, engineers, and other specialised firms providing expert professional services.

Technology & Innovation

SaaS companies, crypto businesses, software development firms, and tech start-ups.

Manufacturing & Logistics

Manufacturers, supply chain operators, warehousing businesses, and logistics providers.

While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.

No matter your sector, we’re equipped to support your growth and success.

Schedule a discovery call

Trusted by businesses like yours

"Caldwell Penn's transparency, professionalism, attention to detail, and friendliness distinguish them from all other firms we have previously engaged. They have exceeded our expectations by additionally offering R&D advice, which has significantly benefited our operations."
Allaero Limited
"While it’s hard to get excited about an audit, Caldwell Penn made the experience as seamless as possible. Communication was clear and effective, and the management letter provided valuable insights for our business. We highly recommend their services to any business in need of a thorough and efficient audit."
UK Lanyard Makers Ltd
"Caldwell Penn handle everything for us with a proactive, tailored approach. Their dedicated team understands our goals, ensuring we never miss tax-saving opportunities. They’re more than accountants, they’re partners in our growth."
Syon Creative Ltd

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