Course Description

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:

  1. People buy software and then only use 25% of it
  2. Then they build crappy workflows / systems around this 25%
  3. They fail to capture as many benefits as possible from their software and their productivity fails
  4. They don't set measurable business goals and hold themselves accountable
  5. They lose

We HATE seeing this happen!...........We want you winning!

This course is for:

  1. Service-based businesses OR business selling goods
  2. Business owners who use Xero or are looking at using Xero
  3. Business owners who have or want a professional Xero Advisor (Xero Partner) to help them

We help you:

  1. Set Xero up properly so your system is optimised for growth and scale
  2. Design and use workflows in Xero to maximise efficiency and automation
  3. Understand further options for using more apps as your business scales and grows
  4. Design and use workflows in G Suite / Gmail to maximise efficiency and automation

You walk away being able to:

  • Use Xero to manage key business functions including accounting, sales, marketing, customer relationships and financial performance
  • Assess key business reports and make strategic decisions including cash flow, debtor and creditor management and forecasting and budgeting
  • Work effectively with your advisor to achieve your business goals and dreams
  • Maximise your time, make more money and get on with the life you desire
Hi! Thanks for dropping by.I create these courses because I am a business owner and I want the most value from the software I pay for.I pay for a lot of software. It pains me to see users who don't get trained and end up designing these processes and workflows that are crap, they also don't use a virtual advisor to help them use Xero for setting and smashing business goals.I see too much waste and it sucks.I worked at Xero for 3 years and helped ensure users all around the world got their value for money.Xero is pretty awesome software, if you understand how it works best. I use Xero to run our 2 family businesses.This gives me more time at home, where my wife Karene, and two sons Blake and Mitchell can spend more time with me and tell me how crap I am at singing and how to build Minecraft worlds.Donnie Buchanan

Donnie Buchanan

Xero Reporting Guru

Course curriculum

  • 01

    Course Introduction

  • 02

    Your System, Your Brand, Your Dream

  • 03

    Get the Xero basics underway first

    • 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
  • 04

    Get your G Suite "Gee, sweet!"

    • 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
  • 05

    Get your Xero "Gig ready"

    • 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
  • 06

    Get your sales and expenses workflows optimised

    • 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
  • 07

    Your advisor, your compliance, your accounting

    • Chapter introduction

    • Learn some accounting, you know you love it

    • Finish your conversion and plan forward

    • Game Bouys get a new advisor

    • Give your businesses bank statements to your advisor before they ask

    • Get your compliance reports lodged, hassle free

    • Understand the report centre and how it works

    • Assess your own performance with the profit and loss statement

    • Get the truth from your profit and loss

    • Quiz

    • Understand your balance sheet

    • Understand the difference between accruals and cash with the cash flow statement

    • Use receivables and payables reports to assess operations

    • Monitor departments and divisions with tracking

    • Determine which projects were profitable

    • Quiz
  • 08

    Planning ahead, using advisors and tools

    • Chapter introduction

    • Set up a budget in Xero

    • Run the budget in Xero

    • Which tools should you use for better budgeting and forecasting
  • 09

    Course Completed!

    • Congrats!
  • 10

    Bonus Material - App insights

Reviews

CLEAR Education Team

5 star rating

“We could not be happier with this course! It has made us realise how Xero has soooo many great features that if left untapped, could cost you money in lost time! Very cool, and very fun! ”

“We could not be happier with this course! It has made us realise how Xero has soooo many great features that if left untapped, could cost you money in lost time! Very cool, and very fun! ”

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Mia Wang

5 star rating

“This course was great for me, I am a freelance digital marketing consultant, so I manage a lot of small projects. I also use G Suite and did not realise xero and G Suite had such a great integration! I am definitely saving time and getting my m...”

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“This course was great for me, I am a freelance digital marketing consultant, so I manage a lot of small projects. I also use G Suite and did not realise xero and G Suite had such a great integration! I am definitely saving time and getting my monies worth. Highly recommended! ”

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Khalil Saleh

5 star rating

“This course was designed for someone like me! It was really easy to follow and flowed nicely. I am a busy man, I don't want to spend time on tasks that I am not good at, I would rather leave that for my accountant. This course helped me do that...”

→Read More

“This course was designed for someone like me! It was really easy to follow and flowed nicely. I am a busy man, I don't want to spend time on tasks that I am not good at, I would rather leave that for my accountant. This course helped me do that. Now I can use as much that Xero can offer me! Thanks to Entry Counts! ”

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