SAVVY WORKSHOP SERIES
Xero For Bookkeepers And Advanced Users
Online Workshop
Xero For Bookkeepers And Advanced Users
3 HOUR WORKSHOP
So you have been using Xero for a while now but you want to use it to its full potential?
Join us at the online workshop that will take you from user to expert. We'll show you the most underutilised features of Xero - these are missed opportunities for efficiency, streamlining processes and taking the pain away from keeping accounts up to date.
Xero is a powerful tool, take the time to come along and find out just what you might be missing out on.
We'll take you through:
- Fixed assets and how to manage these in Xero
- Inventory set up and management
- Common errors and how to spot them, fix them and learn how to avoid them
- Shortcuts and tips to work more efficiently in Xero
- How to set up invoices to take credit card payments for better cashflow
- Custom invoice templates and the pitfalls to avoid
- How to create paperless accounts processing
- The new Projects feature in Xero
- How to use the Xero app for expense claims
This online workshop is for:
- Bookkeepers looking to take their Xero knowledge to the next level for the benefit of their clients and their own business
- Those who know they are not utilising all the features in Xero
- Those who want to go paperless with their accounts processing
- Office managers, bookkeepers, Xero users wanting to upskill
- You must have a Xero login and already be a Xero user
Learn How To
Use Xero to its full potential and avoid common mistakes.
Find Out How To
Create a paperless accounts process in a business.
Discover
Shortcuts and tips to work more efficiently in Xero.
Your Presenters
Jo Muggeridge, Xero Certified Trainer
Jo Muggeridge was awarded Young Business Person of the Year for 2015 at the Wellington Region Business Excellence Awards for her outstanding leadership, entrepreneurship, creativity and vision for the future.
Jo's career prior to Strictly Savvy was as an executive assistant in the private sector. Those valuable skills have translated into being able to lead a high performing virtual assistant team.
She always strives to provide a valuable and efficient service to clients. Jo loves Xero and the difference it can make to the efficiency of a business's workflow.
Lisa Hammington, Xero Certified Trainer & Accountant
With over 15 years of accounting experience that includes a large second tier firm with secondment to the US, Lisa’s breadth of experience includes preparation of Financial Statements for a range of SME clients and taxation advice.
Her passion at Moore Stephens Markhams Wellington is for Xero and she especially enjoys training everyone on the benefits of the programme.
Lifetime access to the online workshop
Watch in your own time and as many times as you like
Workbook for download provided
"Nice space for the sessions, easy to follow, not over loaded or rushed, tutors knew what they were talking about. The tips and tricks learnt were very relevant."
Jess Godfrey
"I didn't have to travel to Lower Hutt or Wellington to attend! Three hours was the right amount of time out of my day. They were priced so I could attend several. I have not seen anyone else offering such courses. Would be keen to attend more next time."
Lynda Moore
"Really enjoyed all and learnt a great deal. I would like other members of my staff to attend the workshops next time."
Nic Cross
"I enjoyed learning about a whole new way of accessing my information and making my business so much more manageable. It was a really positive experience. Even though I have just begun creating my business, the presenters really tried to help make it relevant for me and show me how to use it as a tool."
Grace McGregor
"I enjoyed the practice time to trial what we had learned with the Savvy team to assist when we needed help. I think the courses are a brilliant idea and the Strictly Savvy team were very helpful to me as a small business owner."
Cherie Gurney
"New hints and tips that I had not used before. Relaxed and enjoyable session with individual help as required. Friendly presenter who knew her stuff. Great ideas and tips on things I had no idea about. I liked the opportunity to go outside and take different photos to use the tips we had been given. Enjoyed the feedback too. Very helpful. Thank you. A most enjoyable session."
Glynis Waghorn
"I found the web design workshop to be just what I needed. Rocketspark seems to be the perfect platform for me, and the templates seem easy to use. The teacher was very thorough and helpful and I am looking forward to delving into finishing the website. The room is really great too, nice and bright and the people were friendly and helpful, what a great place!"