Our Training
Modules
Our training programmes are based upon setting you up to start trading, learning how to use the Xero cloud-based accounts package, ensuring you are monitoring your performance, and planning for success.
One of the biggest challenges for those new to business is that you don’t know what you don’t know. You need to be running your business with your eyes wide-open, you can’t afford to fall asleep at the wheel. Don’t worry help is at hand!
Xero for beginners
2 hrs $150 + GST per person
This is the starting point in your journey with Xero. The course includes:
Setting up your bank feeds into Xero
Bank reconciliations
Entering bills
Matching bills and payments
Xero Intermediate
2 hrs $150 + GST per person
This is the next step in your Xero journey. The course includes:
Setting up bank rules
Invoicing
Sending statements
Use of basic reports available
Customised Xero sessions
POA
You have probably been using Xero for a while and now want to learn about the available functionality that would make a difference to managing your specific business. This could include the use of advanced reports or Xero approved apps that can provide additional functionality to suit your needs.
Tell us what you would like to know, and we’ll build the Xero course to meet your needs.
Xero Questions
15 mins $20 + GST
Have that burning Xero question thats holding you back? Let us help you out.
Setting up your business
2 hrs $150 + GST per person
Know the business essentials to get you underway. The course includes:
What is the best business structure to adopt for you
How to register your business
Setting up business banking
IRD/GST considerations
What are allowable business expenses
What are your legal compliance obligations
What forms of insurance need to be considered
Business Finance for beginners
2 hrs $150 + GST per person
How to understand your annual accounts and review your business during the year via on-line tools available in products such as Xero.
Proactive Business Management
3 hrs $225 + GST per person
Learn how to effectively manage your business and not get lost in the “day-to-day” operations. The course includes:
Understanding your Core Competencies & Points-of-Difference
Setting Business Goals
Risks Management
Business Planning & Budgeting
Customised Business Courses
POA
Let us know what you’d like to learn, and we can build a course especially for you. As examples, we can help you review your business with a Business Healthcheck or organise your overall workload via establishing a 90 day Plan.
Our courses are typically held at our offices in Rangiora, but we can also come to you at other locations. Video conference options such as Zoom or Teams are also available upon request.
If you are unsure what you need or would like to discuss the options in more detail, please get in touch. If you can’t find what you are looking for, we can probably build it.