Bookkeeping Master Class

📣 Are you a self-trained bookkeeper and would like to learn from an experienced bookkeeper?

📣 Or are you new to bookkeeping and would like to up-skill?

📣 Or maybe, you have staff managing your accounts and would like them to become more efficient, saving you time and money and best of all improving your cash in bank?

Note: Refreshments and lunch included

Good bookkeeping practices are important to ensuring your accounts are correct, handled efficiently and improving overdue debtors.  In this workshop we will teach you not only how you should be using Xero, but how to actually bookkeep.  You will learn the Sass trade secrets that have allowed us to build a successful bookkeeping business.

This is hands on and will require you to bring a laptop, however, we do have some available so let us know at time of booking.

YOU WILL LEARN:

• Introduction to bookkeeping – what a bookkeeper should be doing daily, weekly, monthly, bi-monthly and annually
• Bank Coding & Reconciliations – coding transactions, best practice for GL coding, how to setup bank rules, how to correctly reconcile an account monthly and common coding issues
• Creditor Management – entering creditors, how to correctly reconcile against statements, common issues to look for, reporting and exporting for payment
• Debtor Management – entering debtors, best practice to ensure prompt payments, sending monthly statements and how to effectively follow up overdue debtors
• Month End Checks – we will take you through our own month end checks to ensure all is correct and to not create extra work for your accountant at year end
• GST – how to correctly audit GST, common issues to look for and file online
• Fixed Assets & Depreciation – what are assets, how to correctly register, common issues to look for and how to depreciate monthly
• Reporting – what reports to run and learn how to read a profit and loss and cash summary report
• Q&A – time to ask questions

YOU WILL RECEIVE:

• Sass Certificate in Xero Bookkeeping
• GL best coding practice guide
• Month end check list
• Good debtor practices guide
• How to effectively chase debtors guide
• What you should be doing daily, weekly, monthly, bi-monthly and annual list

PREREQUISITE: Must either have some bookkeeping experience or attended our Xero Basics workshop.

DURATION: 5.5hrs - refreshments and lunch included (please note: we do not cater to specific dietary requirements, therefore, if you have a dietary requirement you will need to arrange your own lunch).

A minimum of two attendees and a maximum of five

TESTIMONIALS / FEEDBACK:

"Found this very useful. Everything you need to know in running a successful business and knowing what to do to make it efficient for you and your accountant" Feedback via Regional Business Partners

"I thoroughly enjoyed the workshop and got so much information out of it. This is exactly what I have been wanting to learn that your accountants just don’t teach you when you start a new business, with no admin experience. I now have the tools to have make our business run more efficient. Kelly was great too for advice" Leanne Goodsir

"I really enjoyed the workshop it was very thorough" Tiffany Baker

"Great overview of bookkeeping.  Offers lots of tips and tricks and practical knowledge of bookkeeping practices and using Xero more efficiently.  Kelly clearly knows her stuff but I like how she kept it simple and easy to understand" Ashley O'Regan

MANAGEMENT CAPABILITY DEVELOPMENT VOUCHER FUNDING:

This workshop is registered with the Management Capability Development Voucher Fund, which means that you may be eligible for up to 50% off this workshop. For more information or to apply for a funding voucher contact Alistair at Marlborough Chamber of Commerce - Phone 03 577 9575 or email alistair@marlboroughchamber.nz. Please note that you do not have to be a Chamber member to qualify for the funding. Even if you are applying for funding, you still need to book and pay for the workshop in full. Once you have attended the workshop, we will refund you the funded portion directly to your bank account.

CANCELLATION/REFUND POLICY:

(a) Cancellations 10 days or more prior to the Workshop will attract a 5% cancellation fee. Cancellations less than 10 days prior to the Workshop will attract a 50% cancellation fee. Cancellations less than 2 days prior to the Workshop are non-refundable.

(b) We reserve the right to postpone or cancel a Workshop (e.g. due to insufficient registrations) in which case we will offer you an alternative workshop date or a full refund of all registration fees.

(c) If you receive funding, we will refund you the funded portion, once you attend the workshop.