Course curriculum

  • 1

    Welcome to the course!

    • Starting Position - Next Steps!

    • Meet Your Course Instructor + Coach!

    • Get Ready For your Coaching Session

  • 2

    Module 1: Successful Bookkeeping 101

    • Module 1: Overview-Start Here

  • 3

    Module 2: Hello Xero...My New Accounting System!

    • Module 2: Overview-Start Here

    • Module 1: Live Replay + Recap

    • Module 2: Homework #1 - Video Resource Library

    • Module 2: Homework #2 - Xero System Setup + Banking & Credit Account Connections

  • 4

    Module 3: Reconciliation - Clean Up, Catch Up...Move Forward

    • Module 3: Overview- Start Here

    • Module 3: Live Replay + Recap

    • Module 3: Homework #1 - Reconciling Your Bank Account Transactions

  • 5

    Module 4: Reports & Analysis...Tax Ready Books!

    • Module 4: Overview - Start Here

  • 6

    Module 5: Taxes, Taxes, Taxes...

    • Module 5: Overview - Start Here

  • 7

    Video Resource Library

    • Understanding The Dashboard

    • Confirming Settings

    • Attaching Files

    • Connecting Bank Accounts

    • Reconciling Bank Accounts

    • Creating Quotes

    • Invoicing Customers

    • Creating Purchase Orders

    • Paying Suppliers

    • Expenses

    • Managing Projects

    • Connecting Apps