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XERO for Small Business Owners - Full Day Course (BALLARAT) - March 27, 2019


XERO for Small Business Owners - Full Day Course (BALLARAT) - March 27, 2019

Who should attend this course? 

This course is perfect for a small business owner who is using Xero and wants to know how to best navigate the software, in order to maximise it’s potential for your business.

Our course is a full-day, face-to-face Classroom event. It is facilitated by the Principal of Kovski Accounting, CPA Accountant and Certified Xero Advisor, Alex Kulavkovski.

We have chosen to facilitate the group sessions on a Saturday, however if this day is not suitable and/or if you would like a session tailored for your business or one-on-one session, please reach out to us directly and we can coordinate a more suitable time or package for you.

What to expect from this session?

We pride ourselves on our small group class sizes, with no more than four participants in any session! This means that you get maximum attention and focus to ask questions relevant to your situation.

We run a practical, hands on session where you will navigate using your own Xero account and complete activities as we progress through the course content. We have plenty of time built in for Q&A’s. In addition to walking away with a great foundation of knowledge relating to Xero, you’ll also be given unlimited email support for one month following your course!

Course Structure:  

Module 1: Introduction to Xero

Purchasing & Setting up Xero

Xero Dashboard

Organisation Settings

Chart of Accounts

Invoice Settings & uploading your logo

Financial Settings

Conversion Balances

Module 2: Bank Accounts

Adding Bank Accounts

Connecting Bank Feeds

Importing Bank Statements

Creating Transaction Rules

Reconciling Bank Accounts

Module 3: Sales

Creating Invoices

Creating Quotes

Repeating Invoices

Setting up Invoice Reminders

Creating Customer Statements

Module 4: Purchases

Entering Purchases

Creating Purchase Orders

Recording Payments & Creating Batch Payments

Sending Remittances

Module 5: Reporting

Identify your Management Reporting needs

Balance Sheet Report

Profit & Loss Report

Transaction Report

Payroll Report

 Not sure if this is the right course for you? Give us a call to discuss further on 03 5300 2873

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