This course is for the next level. When you are keen to take more control of your bookkeeping within Xero and get to know Xero a little more intimately. This course will cover the slightly more complex parts of the puzzle and help you to produce a strong foundation to your financials. 


If you are wanting to take care of your own books and keen to learn more about what it takes to run this side of your business, come and join us for some learning! Please note, due to the nature of the content of this course, sessions are only held in our offices in Windsor. And you are best to bring a basic understanding of Xero and how your accounts work (hey, why don’t you start with the basics course to get warmed up?)


The training is split over 2 x two hour sessions. Held exclusively in our plant filled offices in Windsor, we’ll need cups of tea.





Session One - Bookkeeping Basics


  • GST treatment

  • Finding errors in your bank rec and resolving these

  • What is deductible & where does it go?

  • Handling overpayments, prepayments and credit notes

  • Dealing with loans, repayments & interest

  • Handling order deposits, rententions

  • Digital document storage and process efficiency


Session Two -  End of Month


  • Quick review of the first session

  • Month End Procedures - customise for your business

  • Reconciliation - what does this really mean and how to check your balances 

  • Reporting Basics - what are your key business metrics and where to find them

  • Quick intro to Cashflow


xero-gold-partner + cert-advisor-badges-


$995.00 + GST