Xero for freelancers
Run Xero like a dream!
Get your monies worth from Xero!
"Are you on a side-hustle or start-up?"
"Are you someone who wants an awesome system that achieves exponential automation and efficiency?"
"Are you someone who wants to work with a professional Xero Advisor (Xero Partner) and achieve the life of your dreams?"
We often find that:
We HATE seeing this happen!...........We want you winning!
This course is for:
We help you:
You walk away being able to:
Xero Reporting Guru
Chapter introduction
Get other real-time support on Xero
Get control of your users on your Xero
Get certain about security on your Xero
Get the best access systems to Xero
Get a look at what a Xero Advisor (Xero Partner) can do for you
Get familiar with the Xero banner and save time
Quiz
Chapter introduction
Get a G Suite account set up
Get your email system optimised for efficiency and effectiveness with gmail
Get your web activities streamlined with google chrome tools
Get your documents streamlined and organised with google drive
Get your system optimised with calendar, youtube and hangouts
Quiz
Chapter introduction
Get Xero set up and ready for game time
Get your compliance and financial systems set up
Get your chart of accounts customised for reporting and functionality
Get ready to assess performance with tracking
Get your records optimised with conversion balances
Quiz
Get your brand marketed and get paid faster with invoice settings
Get consistent messaging to your customers with email settings
Get automation and marketing systems optimised with contacts
Get your sales process automated with inventory items
Get your customer communication streamlined with Gmail integration
Get your bank accounts connected so you can automate bank processing
Get a quick glance of the most important parts of your business, by customising the dashboard
Get your business mobile with apps and maps
Quiz
Chapter introduction
Prepare your quote
Increase your sales conversion rates with professional proposals
Provide exceptional customer service during quote process
Utilise accepted, declined or deleted quotes for efficiency
Raise, edit and send your invoices for payment
Quiz
Add expenses incurred for customers into invoices (billable expenses)
Use projects to manage internal operations using estimates and actuals
Clear payments against invoices and ensure cash reports are optimsed
Send reminders for payment
Get your expenses under control and find the truth in your business
Get your bills payable managed and plan for cash outflows
Get your withdrawals managed using the bank account
Get your random spending managed with expense claims
Get your customer activity in one location with your Gmail connected to Xero
Quiz