Freelance Cloud Accountant
About the Instructor
Thanks for dropping by.
I have spent over 7 years working on Xero with accounting firms, bookkeeping firms and advisors.
Now you can access this experience in my courses.
My courses are designed to help you:
- Save time
- Create opportunity
- Live the life you want
The way I do that is by putting myself in your shoes.
Do you want to help your clients by preventing them from tax headaches in advance?
You can when you build your own tax preventer in Xero report templates
Using Xero HQ and Xero report templates, we:
- Provide you with text, wording and layouts so you can copy / paste
- Show you how to build the reports and then insert our wording and formulas
- Show you how to use the new tax preventer
- Show you what the results can mean for your clients
Why the tax preventer is best for you:
- The course is for advisors, accountants and bookkeepers
- Anywhere in the world
- Is for multiple entity types
- Is for multiple industry types
- Can be tailored for your client types or sizes
- Can be for multiple periods, such as 9 months actuals, 10 months actuals or 11 months actuals
- Includes data external to Xero such as wages, deductions and investment income
- Shows you how to use Xero report templates for other cool tools
- Let's do this! Let's help a client out!
- Let's use an example client of Jack Dee from Consulting Kings Trust
- Let's get you focused again!
- Let's run this baby and get the figures we want!
- Let's use it for a company, a small difference from a trust
- Another quiz!
- Let's check we did everything, use the checklist!
- Final test!