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Xero Essentials with Colleen Cook

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Fri, 20 September 09:00 am - 04:00 pm Mullumbimby, NSW 10 $195.00

Introduction:

This hands-on workshop will guide you through the essentials of XERO.  Designed for individuals who would like to learn the basics of XERO accounting software or small business owners who want to refresh their knowledge of XERO. Learn how to set up XERO, manage invoices and expenses, reconcile bank transactions, and handle GST efficiently.
Join Colleen Cook, a registered BAS Agent, as she shares tips and tricks in this one-day Introduction to XERO.
 


Topics covered include:


- Reconciling bank transactions
- Creating and sending invoices
- Managing expenses
- Applying payments to invoices
- Deleting or voiding invoices

In this course Colleen will provide you with access to a XERO file that you can access for 30 days and a pdf copy of training notes for future reference.

What to bring

  • Note pad and pen
  • Laptop if you have one, or the College has laptops you can use for the class

Important information

Once your enrolment is completed you will receive a confirmation email. This email will include your receipt and inform you of the dates, times and venue for your course. It will also let you know of anything you need to take to class with you.

Please make sure that you give us a valid email address and mobile number as any course changes will be communicated via sms or email.

Students are required to be 15 years old and above at the time of enrolment.

Click here to read our Refund Policy 

We keep our class sizes small so that you get a better experience. Avoid disappointment, enrol early!  

Tutor Profile:

Colleen Cook 


Colleen is a registered BAS Agent and the owner-operator of Cloudscribe, a virtual business offering cloud-based bookkeeping solutions and training. She holds a Bachelor of Commerce with a major in Accounting and a Bachelor of International Business. As a certified Xero partner, Colleen’s preference for this accounting software is well-founded and backed by her extensive experience.

With a background as a taxation accountant in both large and small firms, she brings extensive experience to her current role. Formerly a small business owner in the fruit and vegetable industry, she identified a significant gap in the market due to frequently assisting clients with their accounts. This led her to shift her focus to providing virtual bookkeeping services to small businesses and sole traders, utilising Xero Accounting software and other cloud-based systems to overcome the barriers of distance in Australia.

With over 15 years of industry knowledge and her own business startup experience, Colleen is well-versed in the importance of accounts management and record-keeping. Whether you are a business owner wanting to understand your accounting system better, considering converting to Xero, or an individual interested in learning more about the software, Colleen's experience and passion for XERO training make her a highly effective and knowledgeable instructor.

Colleen’s outgoing personality and engaging teaching style ensure learning Xero is an enjoyable experience. The Xero training is interactive and conducted in a relaxed setting. You will receive a hard copy of the training notes to follow along and an emailed PDF version. Colleen will provide you with your own Xero login for the duration of the training, which you can access for 30 days, allowing you to practice and explore Xero functions in more depth at home.