Xero Training Courses

Our Xero Software Training Services

FastLane Group’s Xero Training Services are carefully structured to address the needs of businesses at every stage, whether you’re new to Xero or looking to enhance your skills. Our training includes a range of essential topics, from transaction management to reporting, all led by Xero HK Certified Advisors with hands-on experience in financial management and compliance. Tailored for businesses in Hong Kong, our training ensures you have the skills to streamline your accounting processes and improve overall financial accuracy.

Our Training Package Includes:

  • Xero setup
  • Direct bank feed setup
  • Guidance on creating and customizing invoice templates
  • Two hours of in-depth Xero training for unlimited attendees
  • Discounted Xero subscription
  • Free 1-hour post-training support
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FastLane Xero Setup and Training Service Package

Starting from HKD $8,200

Our Xero Setup and Training service is crafted to help you get the most out of Xero, tailored specifically to meet your business requirements. The service includes:

Customized Xero Setup

We configure Xero based on your unique business needs, ensuring your accounting setup is optimal:

  • Personalized Chart of Accounts: Tailored account structure to match your financial reporting needs.
  • Report Layouts and User Access: Custom reporting formats and controlled user access for security and efficiency.
  • Direct Bank Feed Setup: Quick, secure setup of bank feeds for HSBC and DBS, with PayPal integration if applicable.

Invoicing Customization

We assist in creating a professional and branded invoicing template customized to your company’s requirements.

Xero Training Session

A comprehensive 2-hour training session that covers all essential aspects of Xero, with unlimited attendees for your team’s convenience.

Discounted Xero Subscription Options

Enjoy exclusive subscription discounts to support your business’s ongoing accounting needs.

Post-Training Support

Receive a 1-hour free email or phone consultation within two weeks post-training to address any Xero setup or accounting queries, valued at HKD1,500 per hour.

Flexible Service Fees

For tailored support packages or additional consultation hours, please contact our local team. Our service fees are designed to provide flexibility and value, accommodating various levels of support based on your business needs. Whether you’re looking for group training sessions, extended hours, or additional post-training consultation, we’re here to ensure you get the most out of your Xero training experience.

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Xero Course Syllabus, What Do We Teach?

Our Xero Training Agenda covers all the core features you need to manage your business accounting efficiently. Below is our comprehensive course syllabus:

Bank Statement Importing

Learn to import bank statements directly into Xero for streamlined tracking.

Inputting Expenses

Discover how to log and categorize expenses quickly and accurately.

Creating Sales and Purchase Invoices

Master the process of generating and managing sales and purchase invoices.

Inventory Management

Set up and manage your inventory seamlessly within Xero.

Bank Reconciliation

Gain insights into maintaining bank reconciliation for up-to-date and accurate cash flow management.

Manual Journals

Learn how to create manual journal entries for adjusting entries and more precise financial control.

Report Generation

Generate a range of financial reports to gain insights into your business’s financial health.

Expense Claims

Manage employee expense claims directly through Xero.

Hubdoc Integration

Integrate with Hubdoc to automatically fetch and store receipts, bills, and statements.

Miscellaneous Matters

Additional Xero tips and tools based on attendee needs and interests.

Why Choose FastLane to Train You in Xero?

As the Xero Asia Advisory Partner of the Year 2024 and a Platinum Champion Partner, FastLane Group is a trusted leader in Xero accounting solutions. With years of expertise and deep knowledge of Hong Kong’s accounting landscape, our Xero-certified advisors provide unparalleled training tailored to your business. Here’s why you should choose us:

Award-Winning Expertise

Our team is backed by years of experience and recognized for excellence in Xero advisory and training.

Hands-On Support

From setup to reporting, we guide you through every step and provide post-training support for continuous improvement.

Customized Training Approach

We customize each training session to match your specific business requirements, ensuring you’re prepared for real-world application.

Flexible Training Options

Enjoy a flexible training setup with unlimited attendees and discounted subscription options for long-term savings.

Talk to Xero Certified Advisors

  • When you are unsure about your financial management.
  • When you have made changes to your Xero setup but not sure if everything is configured correctly.
  • When you are not confident to set up your Chart of Accounts.
  • When bookkeeping tasks are increasingly time-consuming and stressful.
  • When you are hesitant to make business decisions because of the accuracy of your financial data.
  • When you feel like you are missing out on Xero updates and automation.
  • When it has been over a year since a Xero expert reviewed your Xero file.

Don’t worry—schedule your Xero Health Check with FastLane Group.

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Have Questions? Connect with Our Local Experts

Schedule A Call

Meet Our Team

At FastLane Group, our team of Xero Certified Advisors are committed to delivering excellence in every service we offer. With trusted and highly qualified business advisers and accountants, our team are certified members of the Hong Kong Institute of Certified Public Accountants (HKICPA) and CPA Australia (ASCPA). FastLane Group is a Xero Migration Specialist and Platinum Champion Partner. We’ve been a Xero partner since 2013 and were proudly awarded Xero Asia Advisory Partner of the Year 2024.

Meet Our Team Members

What Do Our Clients Say About Us

Success Story 1: WEAT

WEAT, a Hong Kong fashion brand founded by Nina in 2017, blends style with sustainability in its elegant handbags. Known for using 100% real leather and premium materials, WEAT’s mission, “A Date with Life,” celebrates life’s special moments with versatile and durable accessories.

“By offering fair prices, a full service package, and expert knowledge, FastLane was the right choice for us to trust with our accounting matters.” – WEAT

Success Story 2: Alastica

Alastica, specializing in specialty plastics and chemicals, connects customers with top suppliers globally. With over 60 years of experience, they rely on FastLane for comprehensive accounting services tailored to small and medium-sized businesses. FastLane’s “pay-as-you-go” model ensures cost-efficient compliance with Hong Kong’s accounting requirements and government filings.

“FastLane’s ‘pay-as-you-go’ model is a cost-efficient solution for small to medium-sized businesses with limited resources and knowledge to handle accounting and government filings matters.” – Alastica

Other Xero’s Customer Success Stories

FAQs

What is covered in the Xero training session?

Our Xero training covers essential topics like bank statement importing, expense input, sales and purchase invoices, inventory management, bank reconciliation, manual journals, report generation, expense claims, Hubdoc integration, and more. We customize the agenda to address your business’s specific needs.

How long does the Xero training session last?

The training session lasts for two hours, providing ample time for your team to learn core Xero functions. We also offer one hour of free post-training support via email or phone to assist with any follow-up questions.

How many team members can attend the training session?

Our Xero training session allows for unlimited attendees, ensuring that everyone on your team can participate and gain valuable insights.

Do I need prior experience with Xero to join the training?

No prior experience is required. Our training is designed for all levels, whether you’re new to Xero or looking to enhance existing skills. Our certified advisors guide you step-by-step through each feature.

What support is available after the training session?

We offer a complimentary 1-hour support session within two weeks of the training, valued at HKD1,500. You can reach us via email or phone with any questions regarding Xero setup or accounting matters.

What does the Xero setup service include?

Our setup service includes configuring your Xero account with a customized chart of accounts, report layouts, user access, direct bank feed setup for HSBC and DBS (with PayPal feed if applicable), and invoice template customization to suit your business needs.

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