Xero offers affordable and easy to use accounting solutions to a range of charities, including those smaller charities with limited volumne of transactions.
This session is ideal for charities that are either considering switching to Xero or have recently started using it and want to build confidence with its core features.
The session will cover:
✅ Setting up your charity in Xero
✅ Understanding the dashboard and navigation
✅ Managing income, expenses, and donations
✅ Tracking projects and restricted funds
✅ Creating reports and exporting financials
Presenter:
Zoe Broome works at Offshore Commercial Limited and has plenty of experience helping charities manage their finances using Xero. With a background in accounting and a real passion for supporting nonprofits, she enjoys making finance feel less intimidating and more useful for everyday decision-making. Zoe has worked with a range of charitable organisations, helping them get the most out of Xero for things like bookkeeping, reporting, and staying compliant. The goal is always to keep things practical, clear, and easy to understand—no jargon, just helpful advice