ON-SITE ACCOUNTS AND PAYROLL TRAINING

My on-site accounts and payroll training / mentoring is perfect for businesses based in West Sussex, East Sussex, Surrey and Hampshire who are using:

  • Sage 50cloud Accounts / Payroll
  • Sage Business Cloud Accounts
  • Xero Accounts

If you are based further afield then I can help via my remote training and support service. 

more about remote training

Flexible training at your premises

I provide bespoke training at your premises, using your data and paperwork, so that we can concentrate on the areas of the software that you need to learn.

I am happy to work 1:1, or with groups of people, or with several people separately during a visit.

Everything I deliver is in easy-to-understand language, with no complicated accounting jargon.

How can I help your business?

Here are some of the reasons businesses use my training services.

Training from ‘scratch’

  • the software is new to your business and team members require training on the areas they use.
  • a new team member has joined who has no previous knowledge of the software.

Filling a knowledge gap:

  • Team members already use the software but have gaps in their knowledge which can be filled by tailored training / mentoring in specific areas.
  • You have a new starter who has used the software before but needs to tailor their knowledge to how your business uses the software.

Confidence building:

  • A staff member is unconfident in their use of the software and is struggling to embrace it. I can mentor them and give them the confidence they need to overcome their worries about it.

Book a call to discuss your requirements

If you would like to find out how I can help your business then we can arrange a call to find out whether I would be a good fit.

It’s a free, no-obligation call to learn more about each other.

Book a call

How I charge for my services

Each on-site session is charged at a minimum of 3 hours, with any additional time charged on a pro-rata basis.

Follow-up sessions can be conducted by phone or Zoom if needed, for which I charge an hourly rate in increments of 15 minutes.

How my service works

The first step is to book a free, no-obligation call with me to discuss your requirements and ensure we are a good fit.

Once we have had our initial discussion and know what we want to achieve I will email you a plan for you to check and approve.

We will then book the training to fit in with your staff’s availability.

I produce follow up notes and procedures tailored to your requirements after every visit.

The great thing is that the more I work with you the more I get to know your business and I can be on hand to offer support as and when you need it.

Book a call

What clients say

From day one there was never any doubt that Lisa had the patience for me to succeed!!  She took every step slowly, explaining everything whilst I shadowed her to learn the whole process of entering bank payments, suppliers information, Journal entries, bank reconciliation etc.  Lisa is always on the end of the phone if I have a problem of any kind when left to my own devices. 

Lisa’s patient way of teaching, and explaining was perfect for me.  The screen shots have been an invaluable reference for me when I am on my own, they show me everything I need to know if I’m having a blond moment!  Our next challenge is for me to complete a VAT return on my own, we are not quite there yet but it will happen.

Having been asked to take on the role of Payroll at my present employer and having had no training we asked Lisa to come along and teach me the basic role. She also came back to my workplace to help me produce the P60’s, End of Year Accounts and start issuing our payslips by email.

Lisa has been a real help with all our needs, contacting me before our appointment to make sure I was prepared and after to ask if there was anything else I needed to get the best out of our Sage Payroll system.

She was professional, friendly and above all approachable and nothing was to much trouble. I would have no worries about recommending her to others and will be using her often in the future.

Lisa came into our office to do half a days’ Sage training for our new accounts team member.

Lisa was highly professional, arrived in plenty of time (she even found our premises with no help which is unheard of!), had a really great pace of training and provided excellent support.

We would definitely recommend Lisa to anyone needing Sage training and will likely use her again when we come across things we are unsure of.