Hi there!
I am providing Xero coaching sessions taking clients from a basic learning to advance. I am a Certified Pro Advisor for QuickBooks & Xero, with more than a year of experience working in the field of Outsource Accounting for Canadian, American, New Zealand & Australian companies. I have practical experience working on Ecommerce companies.
I have prepared a whole syllabus that we will be covering:
- Introductory call (covering client's industry, understanding goals & expectations of the client).
- Introduction to Xero (going through the interface, discussing the benefits of Cloud based Accounting software, Navigating Xero)
- Sales & Customers in Xero (Invoice creating, Receiving payments, Delaying charges overview, Credits & Cash refunds, Credit memos).
- Expenses in Xero (Adding Suppliers, Setting up recurring expenses, Cheques, creating Bills, Supplier refunds, Supplier credits).
- Banking in Xero (Online Banking set up, Manual transaction importing & Processing transactions).
- Reporting in Xero.
This is just a rough syllabus of the items that we will covering. Please contact me before ordering :)
Thank you!