Xero Support, Set-Up and Training
At Maynard Johns, we have in-house Xero support 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 Xero 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:
Michael Kusi
Maynard Johns in-house Xero expert 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.
She 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.
Xero Health Check
Make sure everything is set up correctly for you to get the most out of Xero for your business.
Xero Problem Solver
Get expert support to tackle problems or check something you are unsure about.
Xero Support Packages
For peace of mind, you have access to help and support as and when you need it.
Xero Healthcheck
- 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: info@maynardjohns.co.uk
Xero Healthcheck
- 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: info@maynardjohns.co.uk
Xero Support Basic Package
- Email support
- Phone support
Xero Support Advanced Package
- 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: info@maynardjohns.co.uk
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, e.g., 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.
Xero Set Up Pricing
Established businesses
- 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
New business start up
- 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
Xero Accounting FAQs
We have answered the most common Xero accounting FAQ’s below. If yours is not listed, get in touch.
How long does Xero accounting setup take?
There is no fixed time for how long a set-up takes. This could be anywhere from half a day to a week, depending on the complexity of your bespoke needs. This will be discussed with you at your initial, free with no obligation, consultation with one of our trainers.
Will you come to my office to do the setup?
Set up is done mainly off-site with the exception of some integrations which need to be done at the premises, although this is very rare due to the nature of cloud technology.
Where will any training take place?
All training and support are provided either in person or via online meeting software.
We usually use Zoom for this, but if you have a preference for a different online conferencing software we will work with you on your chosen software.
We can also provide training on-site at your premises again.
How many people can I bring to the training?
As many as you like. It’s your training session. You can bring some staff to some parts of the training and not others. We tailor the training to your needs and requirements.
I like the idea of the bank statement feed. Will I need to give you my bank details and online banking details?
NO!!!! We will never ask for your online banking login credentials. You should always keep those secure for your own security.
I currently use different bookkeeping software, will I lose all my data?
You don’t have to. Some transactional data can be brought through into your new software so you will have it all in one place. But if you don’t want to you don’t have to, we can enter opening balances instead, as well as comparative balances for reporting purposes.
If you use desktop software, as long as you take a back up you will always be able to load that software up to review the old information.
How long will the training take?
There isn’t a straight answer to this question. There are many factors to consider, such as existing bookkeeping knowledge, existing computer literacy skills, how many software features you want to learn, and how many people will be attending the session. Our training is bespoke, we show how to use the areas of the software you want to use and don’t waste time on the areas you won’t use.
Very broadly, we say training sessions should last no more than 2.5 hours as at this point it often becomes information overload. We would usually say four to six sessions for the average person to learn most of the software. With the possibility of a further training session around 4-6 months in to go over anything that isn’t quite working for you as well as looking at what reports you may be interested in reviewing now there is data in the software.
When is the best time to change to Xero accounting software?
Your financial year-end is the perfect time to move to new bookkeeping software. This is because for many businesses existing bookkeeping is fully up to date ready for the year-end accounts to be prepared. Meaning fewer additional accounting costs to prepare the opening balances for the new software.
An alternative is at a VAT quarter end as the bookkeeping should be complete and fully reconciled. Although there will be extra work involved to calculate and enter opening balances.
Further help and Xero support
Our Xero accounting staff are all Xero accredited, and we have our very own Xero Champion, who can advise and personalise the software for your business.
We don’t just supply the Xero software, but can also offer one-to-one training at your place of work or off-site. We can help you at the start of your Xero journey or further down the line when you have been using Xero for a while and are ready to get more from your software.
If you’re looking for a Xero accountant to get you up and running, look no further. As Xero accountants with Certified Gold Status Xero Partner status, you can rest assured you will be working with trained and accredited staff.
If you have any questions about Xero accounting or any other cloud accounting package, use the form at the bottom of the page to contact us.
Please note that we do support other accounting packages in addition to Xero, including Sage Cloud Accounting and Quickbooks accounting, which allows us to fit in with your personal requirements.