What happens when you combine a top-tier accounting tool with a no-fluff, action-first training platform? You get a learning experience that’s actually worth showing up for (yes, really). A fresh wave of innovation is changing how accounting firms train their teams — and it’s all thanks to two powerhouse tools: the cloud-based platform Xero and the brilliantly designed My Task LMS. In a lively session hosted by Liz, Heather, and special guest Chris Farrell, the group unpacked how onboarding and education can evolve from overwhelming to empowering about Xero and My Task LMS. Forget clunky tutorials — this is hands-on learning with purpose and precision.
Special Guest Spotlight: Chris Farrell
We were joined by Chris Farrell, the creator of My Task LMS, whose passion for building better learning experiences was clear from the start. With a background in both accounting and training development, Chris knows firsthand what firms need to get new hires up to speed — fast.
He walked everyone through how My Task LMS works behind the scenes, and how it’s designed to eliminate overwhelm, build team confidence, and create a smoother, smarter path to software mastery. His mission? Make training less about figuring out where to click, and more about understanding what actually matters.
What Went Down in This Episode
This wasn’t just a demo — it was a full-on strategy session for firms ready to level up how they train their teams. Here’s what was unpacked:
Why Xero is Making Waves
There’s been a huge spike in interest around Xero — and for good reason. It’s sleek, user-friendly, and ideal for accounting firms that want to step away from legacy systems. The crew talked about why it’s topping the list for firms exploring new GLs (general ledgers) and how its cloud-first approach is changing workflows.
The Common Pain Points of Onboarding
Starting with new tech can be overwhelming, especially in a firm setting. The episode highlighted how firms often struggle with:
- Confusing onboarding processes
- Lack of structure for training new hires
- Long ramp-up times that eat into productivity
This is where My Task LMS comes in.
My Task LMS in Action
The heart of the episode was a deep dive into My Task LMS — what it is, how it works, and why firms are loving it. Topics included:
- How it turns dense software learning into simple, step-by-step tasks
- Creating workflows that mimic real-life scenarios
- Assigning and tracking training progress for team members
- Making training scalable — whether you’re onboarding one new person or fifty
What Makes This Training a Total Game-Changer
Xero brings the power — a cloud-based platform packed with features like invoicing, bank reconciliation, expense tracking, and seamless integrations. It’s clean, modern, and built for today’s accounting pros. But let’s be real: getting started can feel a little… overwhelming.
That’s where My Task LMS steps in. It’s not just a training tool — it’s a smart learning guide that walks users through Xero in a way that makes sense. No fluff, no guesswork, just real results.
Here’s why firms are loving the combo:
Interactive, real-world simulations — learn the ropes without breaking anything
Short, focused lessons — ideal for fast-paced teams with packed schedules
Progress you can track — assign tasks, monitor completions, and tailor the experience to your firm
Scalable training — works whether you’re onboarding one new hire or rolling out Xero to your whole team
Join the Conversation!
We also kicked off something special — our new Xero Training Slack Channel!
It’s your go-to spot for asking questions, getting support, swapping stories, and cheering each other on as you explore Xero.
Email US! Send a quick message to let us know you want to join our informal, free cohort to join the group. Info@TheAppyHour.com
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