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Xero Training & Implementation

Keep your books up to date the simple way

Want to get your bookkeeping done simply?

Bookkeeping can be confusing.

And not everyone has the funds to outsource their bookkeeping.

What if I told you that you could learn to do it yourself, simply, easily, no fuss.

Interested?

 

Xero can help you keep your books up to date like a pro

I’ve been in the accounts industry for 15 years now. And for 5 of those I ran my own bookkeeping firm. I used all the usual programs, Xero, Reckon, Sage, QuickBooks, and MYOB. And every time Xero came out on top as easiest to use for you – the business owner. Yes, they all do the same thing – but it’s how you get there that matters.

Now, I exclusively train clients in Xero. If I can teach my 60yr old tradie Dad to use Xero, I can teach anyone. He does his books in less than 15 mins a week, and lodges his own BAS. Not bad for a bloke who’s Mrs always did his books for him. I’m also a qualified Trainer & Assessor, and while you wont walk away from our training with a qualification (not yet anyway!) You can be assured that I can adapt to your preferred learning style.

 

 

 

What can I do?

Need to swap from another program? Or need Xero set up?

I’ve converted many clients from other programs to Xero. We can make a plan together on when is best for you to make the switch. I’ll do the difficult parts, then teach you how to use it to record all your transactions.

Already on Xero but not sure how to use it?

Choose between my Xero Course or a 1:1 training session. During 1:1 training I tailor the content to you and your business. I conduct the training inside your Xero file, and I can also check your settings to ensure accuracy.

Want some reassurance before you lodge your BAS?

Periodically, you may be required to lodge your BAS with the ATO. Sometimes you may need someone to check things over and make sure your books are accurate. This is something I can offer should you require it. 

Need a Training Manual for your staff?

I offer tailored to you procedure manuals for your staff to follow. This means everyone in your business is completing invoices the same way so there is continuity for your clients. These are 10% customised to your business.

What do I need to know about getting help with my Bookkeeping?

In Australia, any bookkeeper offering BAS services must be a registered BAS agent with the Tax Practitioners Board.

BAS service is defined in the Tax Agent Services Act 2009 (TASA) as:

  • ascertaining or advising about the liabilities, obligations or entitlements of a client under a BAS provision; or
  • representing a client in their dealings with the Commissioner of Taxation in relation to a BAS provision; and
  • where it is reasonable to expect a client will rely on the service to satisfy liabilities or obligations or to claim entitlements under a BAS provision.

In English? If you are registered for GST then all of your bookkeeping requirements need a BAS Agent. If you are not registered for GST, it’s still a good idea to use a BAS Agent. This way you know your bookkeeper holds the correct qualifications and has completed a minimum of 1000 hours of relevant experience. They also are required to hold insurance. BAS Agents are required to complete Professional Development each year to keep them up to date with changing laws. 

 

How can you get assistance with Xero?

There are options below to choose from the Xero Course, 1:1 Training or Xero set up from scratch. Should you require conversion from a previous program, or on-site training with you or your staff please book a time on the calendar below to have a chat about your needs and I will provide you a quote.

Xero Course

$97 AUD

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   ✔️ Self Paced

   ✔️ Lifetime access to the course

   ✔️ Comprehensive how too videos

   ✔️ Downloadable cheat sheet templates

   ✔️ Join my private client group

1:1 Xero Training

$247 AUD

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   ✔️ 2-hour 1:1 training session

   ✔️ Complete review of your xero file

   ✔️ Customised training to your needs

   ✔️ Unlimited email assistance for 30 days

   ✔️ Downloadable cheat sheet templates

Xero Setup

$547 AUD

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   ✔️ A complete set up of Xero

   ✔️ 1:1 Training on how to use Xero

   ✔️ Access to the Xero Course

   ✔️ Unlimited email assistance for 30 days

   ✔️ Downloadable cheat sheet templates

Need to change from another program to Xero? Perhaps you need on-site training for your staff? Book in for a 30min chat below

About Me

I'm Rebecca Corbett. I help businesses to automate and streamline their processes. No BS, No Fluff, just strategically planned bespoke options.

I'm not your typical business consultant. I haven't just done it myself (twice actually - and successfully) I've also helped over 700 business owners—just like you—take action to thrive.

I have been an employee in so many different industries. Some say that's career suicide. I say I've been in training my whole life for just this moment. It's given me exposure to so many apps, hacks and tricks. And I want to share them with you.

When you work with me, you are not just dealing with an automation specialist. You're also getting a tech implementor, trainer, numbers nerd and strategic planner all rolled into one. 

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