This professional course is designed specifically for small business owners, entrepreneurs, and freelancers who want to take control of their finances without hiring an accountant. The training course provides a non-technical introduction to Xero, helping participants manage income, expenses, invoicing, taxes, and reports with ease. The program focuses on practical application, empowering business owners to handle day-to-day accounting confidently and stay compliant.
Live hands-on practice using a demo company in Xero
Real-world examples tailored for small businesses and freelancers
Custom tips for service-based vs product-based businesses
Simplified financial overview for non-accountants
Set up a business profile and chart of accounts in Xero
Issue invoices and manage customer payments
Track business expenses and upload receipts
Reconcile bank accounts and stay cash flow aware
Understand tax obligations and generate basic reports
Use mobile features to manage finances on the go
Build habits for staying organized and audit-ready
Session 1: Xero Dashboard Orientation for Non-Finance Users
Overview of features most relevant to small business owners
Using the mobile app vs desktop interface
Basic settings: fiscal year, branding, currencies
Session 2: Creating and Sending Invoices
Setting up customers and invoice templates
Creating and sending invoices with payment links
Adding terms, taxes, and due dates
Tracking paid/unpaid invoices and sending reminders
Session 3: Tracking Expenses and Uploading Receipts
Entering bills and supplier payments
Using the mobile app to snap and upload receipts
Managing petty cash, business purchases, and recurring expenses
Session 1: Bank Reconciliation and Cash Flow Monitoring
Connecting your bank account and importing transactions
Matching income and expense transactions
Reviewing cash position and payment planning
Session 2: Tax Obligations and Financial Reports
Understanding VAT/GST setup (region-specific)
Preparing for quarterly or annual tax filing
Generating profit & loss, balance sheet, and expense reports
Session 3: Staying Organized and Building Habits
Daily/weekly/monthly financial task checklist
Using reminders and automation to reduce admin time
Final case exercise: running a month-end process solo
We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.
This hands-on professional course is designed for users new to Xero or those looking to solidify their foundational skills.
This professional course is designed for HR professionals, payroll officers, and finance administrators who want to efficiently manage payroll within Xero.
This professional course is tailored for finance professionals and decision-makers looking to go beyond basic bookkeeping and unlock the full reporting capabilities of Xero.
This professional course is designed specifically for small business owners, entrepreneurs, and freelancers who want to take control of their finances without hiring an accountant.
This professional course is tailored for bookkeepers and finance support staff who are responsible for the daily accounting operations of a business using Xero.