For NZ business owners overwhelmed by Xero, this fast-paced session will save you hours, reduce tax stress, and give you back control.

Sort Your Xero

(without the headache)

Practical fixes + straight-talking support for small business owners in Aotearoa, New Zealand.
💥 60 minutes. Real fixes. No jargon.

Does Xero give you anxiety sweats?

Feeling overwhelmed when you open Xero?

This is a very common secret shame for small business owners. Maybe you’ve got the gist of it, but reckon you’d benefit from some tips and tricks? Perhaps you want to streamline, but DIY-ing is not working for you.

Spoiler alert: It’s not just you

You are not alone in this struggle. If this is you, you need to grab my quickfire Xero session. It will save you time, money, and stress by showing you things you didn’t even know existed.

Stop wasting your precious hours

If you’ve caught yourself wondering why your financial processes are taking longer than you’d hoped they would (or are confusing the shit out of you), this session will highlight those sneaky inefficiencies that are eating up precious time and help you streamline your processes (and avoid painful year-end bills).

No more pretending you’ve got this

More often than not, business owners are self-taught. You’ve had to pick things up on the fly, but know there must be an easier way. You may have an accountant whose main focus is processing your end-of-year returns, but during the year you don’t feel confident enough to reach out and ask those ‘dumb’ questions. But I promise you, your questions are not dumb!

Not suitable for businesses using MYOB, QuickBooks, or Hnry. This service is Xero-specific.

  • Play “What fresh hell is this?” with your transactions, and sort them out fast

  • Set Xero up to run itself (because you’ve got better things to do than manual reconciliation)

  • Decode the reports so you’re not just pretending to understand them

  • Stop wasting hours on tasks that could take minutes, with tools already built into Xero

  • Draw a line in the sand between what’s yours and what’s your accountant’s or bookkeeper’s

What We Really Do In This Session

I’ll fix what I can on the call, and tell you exactly who to go to for the rest. No more endless loops or “who even does this?” confusion. I love helping people finally feel in control of their numbers. See below for proof it actually works.

FAQs

  • Not really. But if you’ve got a list of “WTF is this” queries, or specific reports you want to understand, bring them along. Otherwise, we’ll dive into the chaos together.

  • Probably not, unless you’re comfy with it and we agree it makes sense. I’ll show you what to do and how to do it faster, so you’re not stuck clicking around for hours.

  • Definitely not. I’m not a financial advisor. I help you keep your Xero clean, tidy, and less stressful, so your accountant can do their job without sending passive-aggressive emails.

  • Sure am. I’m a Xero Certified Advisor, and I’ve spent over a decade helping people sort their systems out. You’re in good hands.

Not sure what to prep? Just bring your Xero login and any niggling questions, we’ll take it from there.

Are you ready to finally make sense of your Xero?