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!