Accounting Software Training (Business Owners)

What the training covers

The aim is to make your software work for your business, not the other way around. Sessions are tailored to your current setup and the way you trade.

• Choosing the right workflow for your business (sole trader or limited company)
• Initial setup: chart of accounts, VAT settings, users and permissions
• Bank feeds and rules to speed up reconciliations
• Correct coding of income and costs, with clear explanations in plain English
• Invoicing and payment tracking, including credit control basics
• Capturing receipts and bills, and linking to apps where useful
• Managing VAT, common errors, and what to check before filing
• Reports that matter: profit and loss, cash flow, and what the numbers mean
• Tidying up an existing file and creating a repeatable monthly checklist

Who this is for

This training is best suited if you are time-poor but want reliable records. It is especially useful if you:

• Have started using Xero, QuickBooks, FreeAgent or similar but feel unsure
• Are behind on bookkeeping and want a clean, simple routine going forward
• Need to prepare for VAT registration, payroll, or year-end accounts
• Want to reduce time spent on admin and cut down on avoidable errors
• Would like better visibility of profit and cash, without becoming an accountant

How the training is delivered

We start by understanding how you invoice, get paid, pay suppliers and track expenses. Then we walk through your system together and apply changes as we go, so you leave with a working setup and a clear process.

Typical flow:

1. Quick review of your current software file and pain points
2. Set up or refine key settings and automation
3. Practical training using your real transactions and documents
4. A simple checklist for what to do weekly and monthly

After the session

You will have a clearer way of working and a structure you can stick to. If you want ongoing support, we can help you keep the file tidy, answer questions as they come up, and improve reporting as your business grows.