Xero Bookkeeping & Financial Reporting Training
Learn to manage your books properly using your own Xero data.
Generic Xero tutorials can show you where the buttons are. This programme is designed to help you understand how bookkeeping and financial reporting work inside your own business.
JOE CA provides practical one-on-one training using your live Xero records, helping you or your staff build the skills, routines and documented procedures needed to maintain accurate accounts and produce useful month-end information.
Is this training for you?
The programme can suit:
No formal bookkeeping experience is required. Training starts from your current level and focuses on the accounting concepts and Xero tasks relevant to your role.
- Business owners who want to manage their own bookkeeping.
- Staff responsible for bookkeeping or financial administration.
- Businesses wanting a more consistent bookkeeping process.
- Owners who want to understand their financial reports rather than relying entirely on someone else.
- Businesses wanting documented procedures that current and future team members can follow.
- People with little or no formal bookkeeping experience who want to learn using their own business records.
Learn using your actual business records
Instead of working through generic examples, the training uses your own live Xero data and the transactions your business actually deals with.
Training is delivered online through one-on-one screen sharing, allowing Joe to work through your accounting processes with you in real time.
The online screen-sharing component is around 45 minutes, with the exact session format tailored to the business.
More than one person from the same business can participate where that helps establish a consistent way of working.
Training built around:
- Your Xero data.
- Your transactions.
- Your bookkeeping processes.
- Your reporting requirements.
- Questions that arise from your actual business.
What will you work on?
The exact content is tailored to your role and your business. It can include:
Day-to-day bookkeeping
Develop your understanding of the bookkeeping concepts behind the work and how to process the transactions relevant to your role in Xero.
Account reconciliations
Learn how to reconcile your accounts and identify missing, incorrect or unusual transactions.
Month-end processes
Develop a repeatable process for reviewing the accounts at the end of each month and making sure the records are in a useful state.
Budgeting
Build an understanding of budgeting and how financial targets can be used as part of managing the business.
Financial reporting
Learn how to produce and work with financial reports so the information can be used to understand business performance.
Better bookkeeping processes
Identify ways to improve the quality, consistency and efficiency of your existing bookkeeping workflow.
Build the skills between sessions
The programme runs over six months, with one session each month. The time between sessions is part of the learning process.
At the next session, Joe reviews the work with you, answers questions and builds on what you've already learned. Support between sessions is also available as part of the programme.
The goal is to become increasingly self-sufficient in maintaining accurate records and producing reconciled month-end financial information.
You'll practise agreed tasks using your own business records, such as:
- Coding transactions.
- Reconciling accounts.
- Reviewing bookkeeping work.
- Preparing reports.
- Following the agreed month-end process.
What you leave with
Finish with documented procedures for your business
The programme isn't just about what one person learns.
As the training progresses, Joe works with you to develop written Standard Operating Procedures around the way your business actually handles bookkeeping, month-end checks and reporting. Participants help test the steps so the procedures are practical and easy to follow.
At the end of the programme, the completed procedures are supplied electronically as an editable Word document.
A reference for:
- Everyday bookkeeping.
- Month-end checks.
- Budgeting and reporting processes.
- Maintaining consistency.
- Training another team member in the future.
More than learning where to click
Knowing how to use Xero software is only part of good bookkeeping. You also need to understand what the transactions mean, why the accounts need to reconcile and how the resulting information is used for reporting.
Joe combines accounting expertise with a teaching background, so the focus is on helping you understand both the process and the reasoning behind it. You'll work through the accounting concepts and Xero tasks that matter to your role and your business.
Generic software training
- Demonstrates software features.
- Uses example data.
- Often focuses on completing individual tasks.
JOE CA training
- Uses your live business data.
- Explains the accounting behind the task.
- Builds your actual bookkeeping workflow.
- Includes practice between sessions.
- Builds documented procedures for your business.
How the six-month programme works
- 1
Start at your current level
Joe looks at your role, current bookkeeping knowledge, Xero setup and the processes your business needs.
- 2
Learn using your own Xero data
Work through the accounting concepts and practical Xero tasks relevant to your business during online screen-sharing sessions.
- 3
Practise between sessions
Use your own records to complete agreed bookkeeping, reconciliation or reporting tasks, with support available between sessions.
- 4
Build a repeatable process
Review your work, refine the process and develop documented procedures your business can continue using.
Learn from an accountant who is also a qualified teacher
Training is delivered by Josef Langreiter, a Chartered Accountant with a teaching qualification and practical business experience.
That combination helps bridge the gap between knowing how the accounting works and being able to explain it in a way you can apply yourself.
You'll work directly with Joe throughout the programme.
Josef Langreiter
- Chartered Accountant.
- Qualified teacher.
- Practical small-business accounting experience.
- Training based around your own business.
- Accounting concepts explained in everyday language.
Programme format & pricing
Six-month programme
$330 + GST per month for six months
- One training session each month for six months.
- Online screen sharing using your own Xero data.
- Around 45 minutes of screen-sharing per session, with the overall format tailored to the business.
- Practical work between sessions.
- Support between sessions.
- Development of bookkeeping, month-end and reporting procedures for your business.
- Completed procedures supplied electronically as an editable Word document.
Not sure whether the programme is right for you?
Call Joe to talk through your current bookkeeping setup, who's responsible for the work and what you'd like to be able to manage yourself.
What clients say
“I’ve recently moved over to a new accountant while taking over the family business and have been really impressed with the service so far. Great communication, practical advice and everything has been explained clearly and made easy to understand. I feel like I’m in good hands going forward and would happily recommend Joe to anyone.”
Frequently Asked Questions
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Want to take control of your own bookkeeping?
Learn using your own business, your own Xero records and the processes you actually need.
Call Joe to talk through your current setup, who's responsible for the bookkeeping and what you'd like to be able to manage yourself.