Bookkeeping on Xero. Learn how to confidently manage your bookkeeping using Xero.

From setting up Xero to managing your day-to-day bookkeeping,

  • Get Set Up in Xero with Confidence

    Learn how to choose the right setup and understand the platform, so you can start using Xero the right way from day one.

  • Manage Your Bookkeeping Step by Step

    Follow simple, practical guidance on handling invoices, expenses, and transactions inside Xero.

  • Stay Organised and In Control K

    Keep your records accurate and up to date with systems that are easy to follow and maintain.

WHO THIS COURSE IS FOR

This course is perfect for you if:

  • You want to learn how to use Xero accounting software

  • You’ve never used accounting software before

  • You want a refresher to make sure you’re doing everything correctly

  • You feel unsure navigating Xero on your own

  • You want a simple, step-by-step approach you can follow

COURSE MODULES

This course breaks everything down into clear, simple steps so you know exactly what to track, what it means for your business, and how to stay organised with confidence.

getting set up in xero

Learn how to choose the right plan, navigate the dashboard, and set your system up properly from the start. Build a strong foundation so everything runs smoothly as your business grows

managing your day to day finances

Understand how to handle invoices, bills, expenses, and bank transactions with confidence.
Stay on top of your cash flow and keep your records accurate without feeling overwhelmed.

organising & recording your data

Learn how to use the chart of accounts, keep records tidy, and stay organised. Create simple systems that save you time and make your finances easy to manage.

building good financial habits

Discover best practices like reconciling, managing receipts & maintaining accurate records.
Develop habits that reduce stress, improve accuracy & keep your business in control.

HEAR FROM OUR MEMBERS

  • "I’ve just completed the bookkeeping module & it was excellent. I’ve been using Xero for over 7 years & have been self taught so I wish tere was something like this when I started as it would have helped me so much. Just about to start the MTD module. Really enjoying the learning lounge so far"

    - Caroline Ferguson

  • "We asked Lisa to work with us. todeliver a course to our customers in the hair, beauty and aesthetics industry. Lisa delivered clear, practical financial advice without jargon. She explains tax, VAT, bookkeeping, and business structure in a way that makes sense for small business owners. Professional, responsive and focused on helping businesses stay compliant and profitable"

    - Joanna Maxwell

  • "I had the pleasure of working with Lisa and she was fantastic. I run an online membership to support small business owners (The Creative Business Club). Lisa kindly delivered training in the club to guide my members on business finances. The members found it so helpful and the training gave them a great understanding of how important it is to work with an accountant and keep accounts up to date. Highly recommend Lisa"

    - Gemma Overend

  • "I recently attended a course run by The Lady Accountant and found it extremely worthwhile. The session was informative, easy to follow, and free from confusing jargon. She was very knowledgeable, approachable and happy to anser any questions. I came away having learned a lot and would highly recommend her and the services she provides"

    - Derek Dixon

MEET YOUR EDUCATOR

Chartered Accountant, Educator and Business Owner.

This course is delivered by Lisa McCloskey, founder and Managing Director of LMC Chartered Accountants.

Working directly with business owners every day, Lisa brings a wealth of hands-on experience, up-to-date knowledge of current legislation, and a deep understanding of the real challenges businesses face. After founding her firm in 2021 to offer a more personalised and practical approach to accounting, she has built a trusted reputation supporting clients across a range of industries.

This isn’t theory - it’s proven, practical guidance that works in the real world, so your business is in safe hands.

BOOK A CALL WITH LISA
BOOK A CALL WITH LISA