Xero Workshops
Get more from Xero
Xero is one of the most powerful online accounting tools for small businesses — but only if you know how to use it properly. That’s where our Xero Workshops come in.
At Astonian Accountants, we offer friendly, hands-on training sessions that show you how to get the very best out of Xero, saving you time, reducing mistakes, and giving you a clear picture of your business finances. As Xero Silver Partners, we are well versed with the software so you know that your queries are covered.
Who are the workshops for?
Our Xero training is designed for:
Sole traders who want to manage their own books with confidence.
Small business owners looking to streamline invoicing and expenses.
Teams who want staff trained in bookkeeping best practice.
Business owners moving from spreadsheets or other software to Xero.
Anyone who’s already using Xero but feels they’re not getting the most out of it.
What you’ll learn in a Xero workshop
We’ll tailor the training to your business, but typical sessions cover:
Getting Started
Setting up Xero correctly from day one.
Linking your bank account for automatic feeds.
Customising invoices with your logo and branding.
Everyday Essentials
Raising and sending invoices (and chasing payment politely!).
Uploading receipts and expenses with your phone.
Reconciling your bank transactions quickly and accurately.
Smart Features
Tracking cash flow in real time.
Running reports to see how your business is performing.
Using Xero Projects to manage jobs and profitability.
Setting up payroll (if needed).
Time-Saving Tips
Automating recurring invoices.
Using rules to speed up reconciliations.
Integrating apps that work with Xero (e.g. inventory, payments, CRM systems).
How we run the workshops
One-to-One Sessions – perfect if you’re a sole trader or director who wants to get up to speed fast.
Team Training – group sessions for businesses that want staff confident in using Xero day-to-day.
Online or In-Person – we can train you via Zoom/Teams, or meet in person at your office (Bristol & South Wales).
Flexible Format – sessions can run for 1–3 hours depending on what you need.
Benefits of learning Xero with us
Confidence with your numbers – no more second-guessing or avoiding your accounts.
Save hours each month – once you know the shortcuts, bookkeeping becomes simple.
Real-time insight – track how your business is doing today, not six months later.
Compliance made easy – using Xero means you’re already set up for Making Tax Digital.
Ongoing support – we don’t just train you and disappear; we’re here if you need a refresher or advanced help later.
Workshop Packages
Starter Session (1 hour)
Perfect for beginners who want to cover the basics and get set up properly.
Essentials Workshop (2 hours)
Covers day-to-day bookkeeping tasks, invoicing, and reconciliations.
Advanced Workshop (Half-Day)
For business owners and teams who want to dive deeper into reporting, apps, and automation.
Ready to master Xero?
We offer tailored Xero training sessions for anyone looking to understand their accounts better — so you can learn the software properly, ask questions, and get confident using Xero day-to-day.
Book your Xero Workshop today and take control of your business finances.