Xero training for ambitious bookkeepers
Become a Xero expertand launch your own bookkeeping business with confidence.
Comprehensive training designed to transform ambitious bookkeepers into successful business owners.
Boost productivity with Xero automation
Personalised expert guidance for quick Xero mastery
Tailored support for long-term success
Master Xero and gain the essential business skills to confidently start and grow your bookkeeping practice.
Who is this course for?
- Aspiring bookkeepers aiming to start their own business.
- Entrepreneurs seeking efficient bookkeeping processes.
- Small business owners wanting to master Xero.
- Bookkeepers looking to enhance their technical skills.
- Professionals interested in streamlining financial workflows.
- Please note this course is for appropriately licensed BAS agents, or those studying towards.
Your curriculum
Explore the comprehensive curriculum designed to make you a Xero expert and successful business owner. This course is delivered online over 4 weeks.
MODULE 1
Introduction:
- Overview of Xero
- Importance of Accounting Software
- Book Structure and Usage
MODULE 2
Getting Started with Xero:
- Creating Your Xero Account
- Navigating the Dashboard
- Profile and Settings Customisation
MODULE 3
Basic Features:
- Invoices, Bills & Expenses
- Bank Reconciliation & Cash Coding
- Bank Rules, Quotes & Online Payments
- Streamlined Contacts & Contact Groups
MODULE 4
Advanced Features:
- Inventory Management, Payroll, and
- Single Touch Payroll
- Financial Reporting, Budgeting, and Customising Templates
- Activity Statements, Find and Recode, and Introduction to Projects
MODULE 5
Practical Applications:
- Designing a Chart of Accounts
- Case Studies and examples
- Tips, and Best Practices
MODULE 6
Troubleshooting and Support:
- Common Issues and Solutions
- Resources for Further Learning
How does it work?
Live training sessions via Zoom. One session per week over 4 weeks.
Group setting of no more than 10 participants.
One month of post-training support to answer questions and troubleshoot.
Why the Bookkeeper's Xero Mastery Course will be a game changer for your business
Comprehensive Xero Training and Business Startup Essentials:
Receive in-depth, hands-on training on Xero’s features and functionalities, along with critical insights into starting and running a successful bookkeeping business.
By course completion, you’ll confidently set up, navigate, and utilize Xero effectively while understanding the key elements of business structure, insurance, branding, marketing, and more.
Personalised Guidance and Post-Training Support:
Small group settings ensure personalised attention, with opportunities to ask questions and receive tailored feedback on both Xero and starting your business.
Leave the course with a clear application of Xero in your practice and access to one month of post-training support, plus the resources needed to launch your bookkeeping venture.
Increased Efficiency, Productivity, and Business Readiness:
Learn to leverage Xero’s time-saving features and automation tools, and gain insights into establishing and marketing your new bookkeeping services.
Streamline your bookkeeping processes, enhance productivity, and walk away with the knowledge to run your business efficiently and meet statutory requirements.
Hey, I’m Moushumi.
Founder & Director of Ethical CFO
XERO Certified Expert
Your course mentor
Are you an ambitious bookkeeper ready to take your career to the next level?
My Xero training course is designed specifically for those looking to establish and grow a successful bookkeeping business. Delivered live via Zoom in a small group setting, this comprehensive course provides not only a deep dive into Xero’s powerful features but also equips you with the business knowledge necessary to thrive as a bookkeeping entrepreneur.
This course offers a unique blend of practical Xero training and essential business startup guidance. By the end of the course, you won’t just be a Xero expert—you’ll have the confidence, skills, and mindset to launch and scale your own bookkeeping practice.
Whether you’re just starting out or looking to refine your existing skills, this course will help you achieve your goals faster and more efficiently.
