Xero Business Course comes to Wanaka & Queenstown

Date: 24th May 2016

Findlay and Co is offering a new five week Xero Business Course in Wanaka and Queenstown to help business owners get up to speed on business health and financial performance. The course is designed to get you in control of your business and to use Xero as a tool to drive your business forward.

Business people meeting at table

From basic operations to managing performance

We start by getting you underway with Xero and mastering basic business operations such as quoting, invoicing and reconciliation. We teach best practice for day-to-day efficiency.

We will show you how to manage your business performance by tackling budgeting, forecasting and getting paid faster. Learn about business reporting and basic analysis to understand what is going on in your business.

With Xero we teach you how to manage other handy things like GST, payroll and getting ready for year-end financials.

Course content

Week 1 – overview of the dashboard; how to reconcile and search; setting up a Chart of Accounts; using basic reporting and GST.

Week 2 – setting up and using invoicing/branding, quotes, reminders, tracking and files.

Week 3 – managing contacts, accounts payable, batch payments, expense claims, and stock; using Smart Lists; and managing Xero on the go with Xero Touch.

Week 4 – the basics of accounting; using budgeting, cashflow forecasting and more advanced reporting; and getting ready for year-end.

Week 5 – payroll Q&A (Xero PayrollThankyou Payroll and Crystal Payroll), creditors (Invitbox and Receiptbank), job costing (WorkflowMax and GeoOp) and point of sale (Vend).

Course details

 Findlay & Co boardroom, upstairs Spencer House Mall, 31 Dunmore Street, Wanaka
When: 5-6pm, for five Mondays: 20 June, 27 June, 4 July, 11 July, 18 July

Where: Findlay & Co Queenstown, 116 Aurum House, Terrace Junction, Queenstown
When: 5-6pm, for five Thursdays: 23 June, 30 June, 7 July, 14 July, 21 July

Wayne and Scott Findlay

$375 + GST per person. You will be invoiced and your place confirmed upon receipt of payment. Please note that spaces are strictly limited.

For more information, or to sign up, please contact Anna McConville by email annamcconville@findco.co.nz or phone 021 039 8903.

Posted in: Alexandra, Latest News, Queenstown, Wanaka