Xero Training

Xero bookkeeping training and education

Xero and Bookkeeping Training

GoFi8ure are passionate about accounting and bookkeeping processes, and want you to be as well. We provide one-on-one Xero and bookkeeping training at your doorstep or in-house. Our one-on-one or one to many Xero and bookkeeping training is done using your real life data, or the demo company as requested.

GoFi8ure has developed a tailor-made training programme using your data for ease of learning utilising a 12-step ‘best bookkeeping’ checklist.

We also provide customised Xero training to suit your specific requirements. Let us know what you would like to cover and we will tailor the training session to suit you.

Xero Training Options


(per person paid prior to training)

The Xero Fresh is a refresher course to test the checklist in-action in your business, and usually follows Xero Mate or Xero Hero.

It covers output requirements, management reports, GST reconciliation and end of year preparation for chartered accountants.


(per person paid prior to training)

The Xero Mate is an entry-level course where you learn steps 1 to 6 of the checklist and the following topics in Xero:

  • Basic Xero concepts –
    Understanding cloud-based accounting systems
  • The Xero dashboard –
    Setting up your dashboard
  • Accounts basics –
    Accounts receivable/payable, spend/receive money
  • Bank accounts –
    Importing transactions, reconciliation, setting up bank feeds, etc.
  • Contacts –
    Setting up your customer files, managing and viewing accounts
  • Finding help –
    How to get help with Xero
  • Q&A –
    General Xero queries


(per person paid prior to training)

The Xero Hero is a comprehensive course where you learn steps 1 to 12 from the checklist and the following topics in Xero:

  • Reports –
    The report centre, favourites, GST, Balance Sheet, Profit & Loss
  • Reports –
    Publishing, customising useful reports you need to run your business
  • Contacts –
    Merging, importing, grouping and correcting
  • Price list –
    Setting your price list in Xero
  • Chart of accounts –
    Adding/changing information
  • Organisation information/financial invoice settings options
  • Tracking –
    Setup and reporting options
  • Fixed Assets –
    Introduction to fixed assets in Xero
  • Foreign Currency –
    An overview
  • Budgets –
    Setting up in Xero


(per person paid prior to training)

The Xero2Max course is for Business Owners who have completed either our Warrant of Finance or Xero Hero course (pre-requisites for enrolment)

This is the course for Business Owners to harness the data in Xero to measure their performance and reconcile their financial position monthly:

  • Understanding your financial statements
  • Measure your staff’s Key Performance Indicators (KPIs) weekly/monthly
  • Management Accounting 101
  • Financing Accounting 101
  • Getting to grips with the key numbers and ratios that drive your business for growth
  • Implementing a financial strategy into your business
  • Tips for breaking through strategy execution barriers
  • Cash flow/forecasting and Management Reporting monthly
  • Advice on how to interpret the numbers for stakeholder board meetings, bankers and accountants
  • Get a strategy for planning, leading, organising, and controlling your business asset

Plan for succession/exit framework assignments for ongoing months – course fee can apply if you take up this pathway

Contact xero@gofi8ure.co.nz to enquire about training sessions in Xero or other accounting software applications.

If you want to be a Xero Hero, visit our training division Say It Like It Is to make it happen.

Bookkeeping review and training – for those who want to stay hands on

Here at GoFi8ure, we are qualified in training people to bookkeep. Once we have trained you, we can then come in once a month to review your work and keep you on track, ensuring that your records are accurate and maintain their value.

We have GoFi8urines nationwide who can travel to you whether you are located in Wellington, Hutt Valley, Wairarapa, Auckland or Dunedin. We also provide cloud-based services nationwide.

Talk to a GoFi8urine today, we are ready to leap into action!