Xero Training& Support

Our team was named “Advisory Team of the Year” at the Yorkshire Accountancy Awards and described as a “standout example of a modern practice” in Xero’s “The Pacesetters.” We were also named Large Firm of the Year at the 2024 Xero Awards.

Genus is proud to be a Xero Platinum Partner and is one of the top 2% of Xero partners in the UK for clients and certified advisors.

How we use Xero

With over 1000 apps in the Xero Marketplace, it can get confusing which add-ons will work for your business and which are not worth your time. At Genus, we have worked with many apps available in different businesses and industries.

We are, therefore, best placed to work with you to view your requirements and select the right add-on for you. We have picked out our ‘go-to’ apps that we like to work with below, each supporting differing functions within a business.

Strategic use of innovative apps

The Genus team will apply its extensive experience across many industries to deliver our clients strategic insights, training, support and more. Genus software solutions include, but aren’t limited to, the following:

  • Xero Utilisation Reviews: If you currently use Xero, we can review it and ensure you get the most out of the platform. This can also include changing the setup to ensure Xero provides the reporting information you need to run your business.
  • Conversions to Xero:If you currently use different software to manage your accounts but would like to move to Xero, we can do the full conversion, including training and support.
  • Xero training: We have a wealth of Xero knowledge within our team, and we’d love to share this with you. Whether that is training for someone who has never used Xero or has used Xero for years but would like a more advanced training session.
  • Xero support packages:We offer support packages which provide regular Xero support and quarterly health checks with app recommendations.
  • App Advisory: We can scope and recommend different apps that will provide solutions to your business needs. We can then integrate these with your Xero account.

More Genus Services

  • Finance Director & CFO
  • Management Reporting
  • Cash flow
  • Software
  • Data Analytics
  • Process Mapping
  • Finance Team Training
  • Converting to Xero

Finance Director & CFO
Services

A finance lead brings a uniquely qualified financial understanding, ensuring the business stays as close as possible to its intended path in the future.

How can we help?

Management Reporting

Management Reporting
& Accounts

Using award-winning cloud software, the Genus team regularly transforms facts and figures into insightful reports, enabling you to grow your business confidently.

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Cash flow

Cash flow
Forecasting & Budgeting

Cash flow is the lifeblood of your business, and we can help you create a dependable budget and interactive forecast. These can inform business decisions and enhance your Management Information.

Cashflow Services

Software

Software
Solutions

Software Solutions is a service that enables businesses to work smarter, not harder. We work with you to design and improve your business systems, providing a fully bespoke service.

Explore Software

Data Analytics

Data Analytics
Services

In today’s data-rich environment, financial data holds the key to smarter business decisions. But numbers alone don’t tell the whole story.

Explore Your Data

Process Mapping

Process Mapping
& Reviews

As part of our process mapping and reviews service, our team will carefully dissect your existing financial processes and controls, uncovering inefficiencies, duplication, and potential vulnerabilities.

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Finance Team Training

Finance Team Training

An experienced in-house team may be the most efficient way to manage your finance function – but your in-house team might not have the experience or confidence required. That’s where our finance team training can help.

Finance Training

Converting to Xero

Converting to Xero

When it comes to managing accounts, payroll, and related business responsibilities, we believe Xero offers the most flexible and insightful platform for businesses.

Convert to Xero

Finance Director & CFO

If you're ready to get started, contact the Genus team using the form below and we will be in touch.

Let's get started