Starting Block Workshop - Understanding Xero

Presenter: Leah Keown

The purpose of this series is to provide the foundations of what is needed for a healthy functioning business, for those new to business or who don’t have the basics in place.

Overview 
This workshop will cover Xero training, best practices and how to get the most out of what is a great tool.

 

You will learn;

• Best practice in Xero
• Dashboard maintenance including bank feeds and reconciling
• Debtors & creditors
• Overall how to use Xero to it's potential day to day
• Reporting
• Understanding more than your numbers in Xero

So you can;

Understand and run your business efficiency, know best practices, and manage day to day workflows, know your numbers and beyond and understand what is a great tool for managing your business.

Bio: 

At Beyond Your Numbers, we deliver comprehensive accounting, advisory and bookkeeping solutions to startups, sole traders, companies, specialising in the trades. We take the struggles out of running your business.

What if I tell you a story.... What if you could go fishing on the weekends or play golf, or take time out with the family? What if you could even attend sport activities with your kids, be present in family events? What if I told you this was all possible! How?

We provide to a range of industry sectors, Cashflow Management, Financial Analysis, Virtual Financial Controller, Bookkeeping Services Nelson based, however we work with clients virtually all over New Zealand.  

I hold a diploma in Accounting, am a qualified and certified bookkeeper and is in ongoing training, have worked alongside some of the best accountants learning some amazing skills that are shared and implemented on a daily basis. All staff in the company have completed training and development and continue development.

We work with businesses to reduce stress, provide customised business solutions , educate and improve cashflow by using up to date and accurate information, giving you the freedom so you can do more of the things you enjoy!

I am not your normal bookkeeper, accountant or business advisor, so who am I? I am your business guide, your coach and your confidant, your first phone call, always by your side to ensure you will be the best you were meant to be. 

 

 

 

 

 

Standard cancellation policy applies to paid events/workshops (unless otherwise stated on event listing). Cancellations must be received 3 working days prior to the event. Cancellations after this time and ‘no shows’ on the day will be charged the full invoice amount. Substitutions are permitted if you can no longer attend.