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

Xero Reporting Guru Donnie Buchanan

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

Course curriculum

    1. Chapter introduction

    2. Get other real-time support on Xero

    3. Get control of your users on your Xero

    4. Get certain about security on your Xero

    5. Get the best access systems to Xero

    6. Get a look at what a Xero Advisor (Xero Partner) can do for you

    7. Get familiar with the Xero banner and save time

    8. Quiz

    1. Chapter introduction

    2. Get a G Suite account set up

    3. Get your email system optimised for efficiency and effectiveness with gmail

    4. Get your web activities streamlined with google chrome tools

    5. Get your documents streamlined and organised with google drive

    6. Get your system optimised with calendar, youtube and hangouts

    7. Quiz

    1. Chapter introduction

    2. Get Xero set up and ready for game time

    3. Get your compliance and financial systems set up

    4. Get your chart of accounts customised for reporting and functionality

    5. Get ready to assess performance with tracking

    6. Get your records optimised with conversion balances

    7. Quiz

    8. Get your brand marketed and get paid faster with invoice settings

    9. Get consistent messaging to your customers with email settings

    10. Get automation and marketing systems optimised with contacts

    11. Get your sales process automated with inventory items

    12. Get your customer communication streamlined with Gmail integration

    13. Get your bank accounts connected so you can automate bank processing

    14. Get a quick glance of the most important parts of your business, by customising the dashboard

    15. Get your business mobile with apps and maps

    16. Quiz

    1. Chapter introduction

    2. Prepare your quote

    3. Increase your sales conversion rates with professional proposals

    4. Provide exceptional customer service during quote process

    5. Utilise accepted, declined or deleted quotes for efficiency

    6. Raise, edit and send your invoices for payment

    7. Quiz

    8. Add expenses incurred for customers into invoices (billable expenses)

    9. Use projects to manage internal operations using estimates and actuals

    10. Clear payments against invoices and ensure cash reports are optimsed

    11. Send reminders for payment

    12. Get your expenses under control and find the truth in your business

    13. Get your bills payable managed and plan for cash outflows

    14. Get your withdrawals managed using the bank account

    15. Get your random spending managed with expense claims

    16. Get your customer activity in one location with your Gmail connected to Xero

    17. Quiz

About this course

  • $299.00
  • 84 lessons
  • 3.5 hours of video content

Reviews

5 star rating

Fantastic!

CLEAR Education Team

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...

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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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5 star rating

Great course!

Mia Wang

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...

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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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5 star rating

The perfect course for me!

Khalil Saleh

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 ...

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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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