Getting Started With Xero

Getting Started With Xero :: Your business accounts, simplified


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Course description

Getting Started With Xero!

Everything you need for your first few weeks or months on Xero in a handy step by step guide.

  • Getting Started with Xero in 15 Steps
  • Bonus articles and How to Guides
  • Making Xero work for your business
  • Xero troubleshooting
  • Easy to read guides with step by step instructions
  • Be confident as you take your first steps with Xero
  • Get regular small business accounting, tax and Xero updates
  • Written by our expert accountants
  • Regularly updated as Xero evolves!

Lisa Dickson
Lisa Dickson
Cloud Accountant

Lisa is a qualified accountant fascinated (nay, obsessed!) by all things cloud and tech related. She is on a mission to find really useful systems, processes and tools that the small business owner can learn easily and implement quickly to manage their business finances and drive their business forward.

Happily married for 19+ years to Paul, and mum to two fabulous, slightly crazy teenage children. Lisa has heard much about the work-life balance myth and like many of the people who she comes into contact with daily - hasn't quite got the balance right yet!

Founder of Caseron Cloud Accounting in 2011 - Paul and Lisa have developed a fabulous team with Harry and Tom and a wonderfully varied and dynamic portfolio of clients.

"Helping our clients run their businesses has provided the material for our online courses. We are eternally grateful to them and we are nagging, cajoling and encouraging them to get their own stuff online and join in this journey where we want to start sharing our knowledge outside our accounting client base."

Fully supportedBespoke Xero Training
  • Call us if you or your staff need one to one training or help to customise Xero to your business
  • Tel: 01449 258548
  • Email:

Course Curriculum