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Freelancer checking business metrics and reports on mobile device
Freelancer checking business metrics and reports on mobile device
Business owner analysing performance figures using digital tools
Laptop and smartphone displaying financial reports and business analytics
Laptop and smartphone displaying financial reports and business analytics
Laptop and smartphone displaying financial reports and business analytics
Online Xero training session with business owner reviewing financial reports on laptop
One-to-one Xero training for small business owner analysing cash flow and profit reports
Online Xero training session with business owner reviewing financial reports on laptop
Business analytics chart illustrating revenue and profitability insights

Xero Training for Business Owners

Simple, practical and fully personalised training.
Fix VAT errors, manage invoices and understand your numbers clearly.

Who Is This Training For?

A practical, results-focused sessions tailored for your business needs. 

1

For Beginners & First-Time Xero Users

This training gives you a clear, step-by-step introduction to the platform. Learn how to create invoices, record expenses, set up bank feeds and avoid the most common beginner mistakes. Perfect for new business owners who want to start clean.

Perfect for:
✔ New business owners
✔ Self-employed / freelancers
✔ Anyone feeling overwhelmed by Xero’s interface

2

For Business Owners Who Want Clarity & Confidence in Xero

We help you understand your numbers, streamline your workflow and use Xero with ease — without the stress or guesswork.
Learn how to read your reports, manage VAT correctly and maintain accurate accounts that support better business decisions.

Perfect for:
✔ Directors who want better visibility
✔ Business owners seeking reliable financial data
✔ Anyone wanting smoother, simpler day-to-day bookkeeping

For Businesses That Want to Optimise & Scale

We streamline your workflows, automate repetitive tasks and improve reporting visibility so you can scale your business with confidence.
Learn how to use Xero as a management tool — not just bookkeeping software.

Perfect for:
✓ Growing businesses
✓ Companies preparing for funding or expansion
✓ Owners who want deeper financial insight

3

What you

will learn

What You Will Learn in Your 1:1 Xero Session

Practical, hands-on Xero training designed to give you confidence, control and clarity over your small business finances.

Xero Setup & Structure

Build a clean, logical chart of accounts and structured setup that supports accurate reporting and smooth bookkeeping.

VAT & Compliance Confidence

Understand VAT codes and configuration so your records stay compliant and HMRC-ready.

Reconciliation & Cash Flow Control

Master bank feeds and reconciliation to maintain reliable balances and full cash flow visibility.

Reporting & Smart Automation

Interpret key financial reports and implement smart automation to save time and improve efficiency.

Book Your Free 20-Minute Xero Strategy Call

In this focused 20-minute session, we’ll review your Xero setup and outline clear next steps.

Services That Fit Your Xero Journey

From setup to optimisation and ongoing management, select the support that matches your current stage.

Xero Setup

Clean, structured configuration from day one — including chart of accounts, VAT settings and bank feeds.

Business owner preparing for growth through structured Xero financial training

 1:1 Xero Training

Practical, hands-on session using your real data.

Financial strategy meeting discussing Xero reporting and business performance insights
Reviewing business performance dashboard and Xero financial data on smartphone

Xero Clean-Up

Fix errors, reconcile balances and restore clarity to your accounts.

Business owner reviewing financial data and taking notes during Xero training session

Ongoing Xero Support

Monthly reconciliation, reporting and ongoing guidance — so you can focus on running your business.

Ece Aytuglu, commercial finance consultant and Xero advisor supporting UK business owners

Why work with Bonstat

Commercial Insight. Practical Expertise.

This is practical, hands-on support. We work directly within your Xero to resolve inefficiencies and build structured systems that turn bookkeeping into clear commercial insight.

✔ Certified Xero Advisor
✔ Hands-on, personalised sessions
✔ Structured training with clear outcomes
✔ Ongoing strategic support

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