Xero Financial Training

For Non-Financial Administrators:

Simplify Financial Management

and Unlock Your Business’s Potential

Running a trade business isn’t just about the tools and materials—it’s about mastering the numbers that drive your success. Halo Trade Group’s Xero Training for Non-Financial Administrators is the ultimate solution for trade business owners and administrators ready to simplify financial tasks, improve cash flow, and save time.

Whether it’s invoicing, reconciling transactions, or generating financial reports, this hands-on training equips you to unlock Xero’s full potential. With expert guidance, you’ll streamline your operations, boost profitability, and confidently manage your business’s financial health.

Why Choose Halo for Xero Training?

Tailored for Trade Businesses

Halo Trade Group specialises in empowering trade business owners and their teams with actionable financial skills. Our Xero training is tailored to meet the unique needs of trade-based businesses, ensuring every feature you learn translates directly into measurable results.

Simplify Financial Processes

Say goodbye to financial confusion. From reconciling transactions to automating reminders, we make managing payables, receivables, and financial reports a stress-free process.

Maximise Accuracy, Efficiency and Profitability

Free up hours each week by automating repetitive tasks, organising your records, and improving accuracy. Transform how you manage finances to focus on what truly matters—scaling your business and achieving long-term success.

What You’ll Learn

1. Xero Dashboard Mastery

Get a complete overview of Xero’s Dashboard, designed to simplify financial management. Learn to track and manage payables, receivables, and cash flow with precision to avoid late payments and strengthen supplier and customer relationships.

2. Invoicing and Expense Tracking

Learn how to create, send, and manage invoices effortlessly. Track expenses with Xero’s streamlined features, automating tasks to reduce paperwork and eliminate errors.

3. Reconciling Transactions

Gain confidence in reconciling transactions to keep your financial records accurate and up-to-date. This essential skill minimises errors and gives you real-time insights into your business’s financial health.

4. Managing Payables and Receivables

Discover effective strategies to track and manage payments owed to suppliers and ensure customers pay on time. With efficient payables and receivables processes, you’ll maintain healthy cash flow and financial stability.

5. Financial Reporting and Insights

Generate actionable financial reports that provide a clear view of your business’s performance. Understand profit margins, liabilities, and growth opportunities to make informed decisions that drive success.

6. Automating Receivable Reminders

Never chase payments again. Learn to set up Xero’s automated reminders, ensuring invoices are paid on time and improving your cash flow with minimal effort.

Why Halo’s Xero Training Stands Out

Expertise You Can Trust: Halo Trade Group has years of experience working with trade businesses, making us uniquely qualified to deliver impactful Xero training.
Actionable Strategies: Our hands-on training ensures you walk away with real-world solutions you can implement immediately.
Proven Results: Businesses we’ve trained report saving hours weekly, improving cash flow, and gaining confidence in their financial processes.

Transform Financial Management Into a Strategic Advantage

Imagine this: no more wasted hours on admin. No more missed invoices or late payments. With Halo’s Xero Training for Non-Financial Administrators, you’ll transform financial management from a tedious task into a streamlined, growth-driving process.