✨ Free Download: The Xero Beginner’s Guide for New Business Owners
Finally, a no-fluff, easy-to-follow guide that helps you stop guessing and start using Xero with confidence.
If you're brand new to Xero and feeling overwhelmed by all the buttons, tabs, and settings — this guide was made for you. I've broken it down into 10 simple, step-by-step actions so you can get your business finances organized without losing your mind.
💡 What’s Inside:
How to set up your Xero file the right way from day one
How to customize your chart of accounts (no accounting degree needed)
How to create invoices + track payments like a pro
Bank connection + reconciliation basics (aka less manual work for you)
Bonus: Keyboard shortcuts, daily & monthly checklists, AND a starter chart of accounts designed for service-based solopreneurs
Perfect for you if:
✅ You’re a service provider, freelancer, or digital product creator
✅ You want to understand your money, not just “wing it”
✅ You’d love a simple cheat sheet to get started in Xero — fast
Need a little extra support?
I’m a Xero Certified Bookkeeping Expert, and I help solopreneurs like you clean up your books, create a calm money plan, and finally feel in control of your business finances
Let’s connect 👉 Schedule a call
