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Simplify Your Bookkeeping
Quoting, invoicing and finances with technology
If you’re still showing up to your accountant with a box of loose receipts, or tracking payments in an Excel file, then it’s time to make a change. Electronic accounting tools can save you time, stress and money – and make sure your accountant isn’t groaning at tax time.
In this hands-on, interactive workshop, we’ll show you how to set up accounting software like Xero, and how they can make your life easier when it comes to your essential finance processes like budgeting, reporting, quoting and invoicing.
How it works:
Once you sign up, we’ll send you a quick survey so we can see where you and your business are at in your tech journey. This lets us adjust the workshop to suit our participants and make sure we’re not skipping the basics or spending too long on things you already know.
Bring along your laptop or preferred device – or ask us to provide one for you – and get settled in for our workshop. Each session will run in small groups with lots of mentors to give you support throughout the day.
We’ll leave you with some simple checklists and resources to refer back to so you feel confident for next time.