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 2022 Xero Awards.

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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.

Get Started

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

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

Latest Insights

2 May 2024

Xero Award winners - Large Firm of the Year

We are delighted to confirm that once again, Shorts has been announced as winners of the Large Firm of the Year category at the 2024 annual Xero Awards.

24 April 2024

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11 April 2024

Guide to sustainable business practices in 2024

The UK government has set an ambitious target of being net zero by 2050, and businesses have an important role to play. Sustainable business practices can help businesses to reduce their emissions and contribute to the fight against climate

10 April 2024

8 common Cash Flow mistakes (and how to prevent them)

Cash flow is the lifeblood of any business. It refers to the circulation of money coming in and going out. Cash flow management is critical because it lets you see if you have enough cash to cover your bills, invest in growth, and weather un

20 March 2024

Management Accounts - How to get them right

Management accounts, also known as Management Information Reports, are reports prepared for the use and benefit of internal management or for external stakeholders in a business, such as banks and Angel Investors.

Corporate Accounts

Owner Managed Business Accounts

Medical Accountancy Services

Payroll

Do you require an Audit?

The Shorts Audit Promise

International Audit

Outsourced Finance Director and CFO

Genus – Management Reporting

Cash flow, Forecasting & Budgeting

Genus – Software Solutions

Data Analytics Services

Process Mapping & Reviews

Finance Team Training