Software Setup & Training

Whether you need help with software setup or choose to look after your own books, we’re here to make it easy for you. Our proven training methods will teach you how to manage your own books, reducing your business accounting costs significantly.

Software Setup

We can assist with the set up or you can outsource the entire setup for the following:

Accounting Software

  • Xero
  • MYOB

Payment gateways 

  • Pinchpay
  • Stripe

Expense Management 

  • Hubdoc
  • Dext

Workflow System 

  • Workflow Max


  • Spotlight
  • Fathom
  • Xero

*Please contact us if you’re interested in a software which is not listed*


Simply, just tell us what you need and we will design and deliver our training to suit.

Our training options include: 

  • One to One
  • One to Many
  • Customised Training for yourself or your team– this is dependant on the needs of your business

All training is available either online or face to face dependent on location and current Covid-19 restrictions.

Please contact us for more information. We’d love to hear from you!


Neha provided me with valuable knowledge and the resources I needed to start my small business using Xero. Neha’s friendly approach and clear communication filled me with confidence that I am in very capable hands with Sum & Substance. Thank you!’

– Elizabeth Ball

I needed to change my online accounting software to another platform. I asked Neha at Sum and Substance about moving to Xero. She made the process so easy. She offered excellent training that was easy to understand and was available when i needed extra advice and assistance. Neha is generous with her time and exceptional with her knowledge and training. i would highly recommend Neha at Sum and Substance.’

– Susan Pierotti

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Xero training for Business owners

If you choose to look after your own books, we can tailor training to meet your specific needs. Our proven training method will teach you how to manage your own books, reducing your business accounting costs significantly.

Training Structure:

  • Three-hour intensive one-on-one training on Xero accounting software, customised to your business needs
  • Complimentary bookkeeping/accounting checklists for you to take away
  • One-month email support after training

Please contact us at 0401 409 573 or to find out more about our services.

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