Training & Consulting

It’s your move to a fantastic experience.

100% money back guarantee.

Order Now white button

Xero Overview Myob To Xero icon Blue Xero Pricing icon Xero Training icon Xero feature icon
Overview MYOB To Xero Pricing For Conversions Training & Consulting Feature Tour  

Our personalised training and consulting programs are tailored specific to your needs and questions. We conduct these sessions online using screen-sharing and your actual Xero file. As it is not a group webinar following a set course it allows for personal interaction with the bookkeeper throughout the session.

We can also provide you with personalised sessions dedicated to topics and questions you may on Xero.

Beautiful-accounting

100% Money Back Guarantee

It is our aim to make your move to Xero a fantastic experience. If you do not believe that the training is a great investment at the end of the first session, you’ll receive a full refund of any amount paid for the training. No questions asked.

Available Training Programs:

Effiecient

1. Xero Settings for Efficiency

After conversion: A review of all Xero functions from an overview of the dashboard through to using Xero efficiently including invoicing and payroll (approx. 50 minutes).

Details of this package

1. Dashboard overview

    • Add/remove bank accounts
    • Reorder bank accounts

2. Tidying up the Chart of Accounts

    • Replacing bank accounts by current assets/liabilities
    • Archiving unnecessary accounts (especially bank)

3. Sales invoices

    • Understanding debtors
    • How to create
    • Recurring

4. Invoice setup

5. Bankfeed & Paypal setup

    • Incl how to get ABA details

6. Payroll

    • Review setup
    • Explain how leave works
    • Point out missing information (e.g. bank accounts, super details, emails)

7. Help button function, training resources

Realiable

2. Time Savers for Bank Reconciliation

After bank feeds set-up: A detailed work through of payments and reconciliation (approx. 50 minutes).

Details of this package

1. Recap dashboard

    • Add watch list

2. Upload bank transactions

    • Show for one bank account

3. General settings

    • Inviting users
    • Inventory items (if not used before)

4. Purchase Bills

5. Batch Payments

6. Bank Reconciliation

    • Automatic matching
    • Rules
    • EOM reconciliation process

7. Reports

accurate

3. Reliable Payruns

Clients with a more complex payroll will benefit from a session dedicated to going through all the items required to set up an effective payroll function within Xero.

Details of this package

Payroll

1. Payroll settings

    • General
    • Payslips logo
    • Pay Items
    • Calendars
    • Superannuation

2. Leave balances

    • Accrued annual leave
    • Sick leave
    • Long-service
    • Xero’s accrual function

3. Tax considerations

    • Reimbursements
    • Pre and Post Tax Deductions
    • 199 a/c

4. Pay runs

    • Check of employees
    • Processing a pay run
    • Post pay run
    • Bank reconciliations

5. Reports

    • Payroll balances – Super, PAYG, wages
    • Payroll activity report

Reliable

4. Accurate BAS Preparation

A session on BAS preparation will show you the necessary steps using Xero for your org. An ideal session to minimise the time spent on the first BAS and set your client up for efficient ongoing statement preparation.

Details of this package

1. Bank Reconciliation

    • Check for unreconciled items in bank feed
    • Check for unreconciled items in account transactions
    • Reconciliation of bank statement

2. Account Transaction Report

    • Check of transactions against account codes
    • Ensuring the tax codes are correct and making any adjustments needed

3. Aged Payables

    • Check for duplicates
    • Review of unpaid amounts for any paid

4. Aged Receivables

    • Check for duplicates
    • Review of unpaid amounts for any paid

5. Payroll

    • Review of payroll against Profit and Loss Report

6. Activity Statement Report

    • Check of the GST Audit Report transactions
    • Updating the  Business Activity Statement with W1 and W2 amounts
    • Review of the Balance Sheet and Profit & Loss
    • Finalising the BAS
    • Locking the period

5. Adhoc Consulting Services

Please contact us for more details at 07 5527 7887 or go to contact form.

Sessions can be purchased individually or as a package.

Costs as below:

1-session1

1 session for $176

3-sessions1

3 sessions for $495

5-sessions1

5 sessions for $770

Payment Options

  • EFT AND Credit Card payment accepted
  • All payments are in advance
  • To qualify for multiple session discounts, all session must be booked and paid for in advance.
  • Training program must be used within 12 month of purchased date.

What Our Clients Say?