Xero Masterclass

Our Xero Masterclass is aimed at helping current and future Xero users navigate Xero Accounting Software.

This is a multi-day, in-person workshop focused on leveraging the breadth of Xero’s functionalities to their fullest potential, streamlining your accounting processes and helping your business to stand out from the crowd.

What you will receive

• Practical, hands-on support during the workshop to use the Xero features
• A guidebook to using Xero.

Who is this course for and what will it cover?

This course is suitable for foundational, intermediate, and advanced Xero users, with content delivered relevant to your capabilities. You have the option to attend all three workshops, or only those which meet your current level of competency.

Day 1: Foundational

Day one content is designed for those who are planning to implement Xero in their organisation, in the early stages of Xero use, or who would like a refresh of Xero’s key functions. Day one will cover:

• Introduction to Xero - key Xero functions and the dashboard
• Chart of accounts
• Transaction processes - processing transactions, receiving payments, quotes and invoices
• Introduction to reporting.

Day 2: Intermediate

Day two is designed for those with a good grasp on the basics of Xero, including attendees from day one looking to advance their knowledge. Day two will cover Xero usage for key focus areas in all businesses, not limited to:

• Automating data entry
• Managing debtors and creditors
• Month-end processes
• Reporting.

Day 3: Advanced

Day three is designed for those with a high degree of familiarity with Xero’s bookkeeping and accounting functions, including those who attended the day two course and are looking to round-out their knowledge of Xero. Day three will cover using Xero for:

• Advanced reporting, including reporting concepts and customised profit and loss reporting
• Monitoring business performance, including budgeting, projected profit, balance sheets and cash-flow statements.

How much does the workshop cost?

• 1 day (attend a single workshop day - choose from days 1, 2 or 3) - $545.00
• 2 days (attend two workshop days - choose from days 1 and 2, or 2 and 3) - $1,035.00
• 3 days (attend all three workshop days) - $1,390.00.

Prices are per-person and include GST.

Our presenters

• Srishtti Viswanath | Director, CFO Advisory, BDO in Australia
• Amanda Shameem | Assistant Manager, BDO Digital, BDO in New Zealand

Additional information

• Morning tea and lunch will be provided
• Please bring your laptop and charger to access the course material.

We hope you can join us.