We as accountants understand that making the switch to Xero has made our lives much easier, much more aware, and there were even a few moments that where we caught ourselves thinking that this is actually fun. This is the exact experience that we want to convey to our clients and make them understand that if they get the Xero training from us then they could also have that feeling while operating their account.

Having established the feeling to mutually feel great about that freshly-reconciled-bank feeling, when we convert our clients to Xero, there is some handholding required especially in the beginning. The extra effort put in the beginning to train your small business goes a long way and we make our clients feel special and empowered when they learn the ropes.

Where to Begin?

When migrating our clients to Xero, we thoroughly understand their needs in order to start mapping out the content. This practice usually helps us to design a training program for our clients for more in-depth learning.

While we formulate our training program for our clients, we also consider that our clients are adults who wouldn’t put their mind to learn something new unless it benefits them and their business in some capacity, because adults need to have a complete understanding of why they are pausing everything and spending time to train. We understand that our clients are busy, so we let them know why Xero training will be beneficial for them and their business.

While we understand what our clients need to devise our tailored training program, we also understand some specific problems they are facing in their business, so we can position our training to start with solving that problem. This helps us to get their undivided attention, and we get to train them properly.

We also create a training program with practical tasks to help our clients experience real-time situations. Our client/small business owners come from different backgrounds and learning capabilities, which is why we determine how and what to teach our clients based on understanding what skills our clients already have and don’t have.

 The Methodology

Based on the learning style our clients fall into, we devise our training program according to it. However, the visual, auditory, kinesthetic model (VAK Model) is a good starting point as it is a readymade training program.

Other Steps that can be taken

Our Xero training program isn’t predetermined, as we take the time out to consult with our clients what environment would be more suited for them to learn in and we try our best to come up with different tools and strategies to make learning easy for our diverse group of clients.

The aim to train our clients is to see together what we see when we pull out Xero data on their business. This can only be achieved if we make the learning process more practical and help our clients retain valuable information. The data we pull out is trustworthy, and we want our clients to help us engage in growth activities understanding how we can grow their business together.