Essential Xero Training

by Jason 0 comments

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SETTING UP XERO FOR SMALL BUSINESSES About this course Janet Patton & Associates is offering a unique training experience to all participants to learn the fundamentals on how to operate Xero. This one day hands on course will teach you how to successfully manage your own finance and how to utilise all the fundamentals features of Xero. You will gain a better understanding on how Xero software works and how it can imrpove your business practices. This course is suitable for business owners, employees working in the accounts/ bookkeping function in business or by bookepping/ accounting professionals. This course will cover topics such as bank accounts, contacts management, invoice settings, purchases and reconciliation. About your trainer Janet is a Xero certified bookkeepers and business consultant. She has been working in the industry for over 20 years and has developed strong relationship with all students. Janet goes the extra mile. As an experienced trainer, Janet uses Xero every day and understands the program inside out. Janet coordinates the very successful Xero User Group with its long term relationship with Accodex. With over 100 attendees at last event, attendees commented on how beneficial her training skills were to their journey with Xero. Who should take this course This course is intended for those wishing to improve the management of their business finances. This course is highly suitable for small to medium size business owners or finance managers. Prerequisites There are not prerequisites to this course. A computer is needed for the day. Attendees are not required to be signed up to Xero as Janet can arrange this for you on the day – which will be offered at a discounted price (if this is something you are considering please bring a credit or debit card to sign up to Xero). What the day will look like: 9:00-10:30 Introduction to Xero Xero Set Up Users Chart of Accounts 10:30-10:45 Morning Tea – tea, coffee and snacks provided 10:45-12:30 Bank Accounts Contacts Invoicing Purchases Reconciliation 12:30-1:30 Lunch - not provided. 1:30-2:00 Reports Activity Statement 2:00-5:00 Setting you up on Xero. In this session a computer will be required and Janet will assist with setting you up on Xero. From organising your Chart of Accounts to organising bank feeds with Xero. This will be your chance to set up and get your trainer to help you with any questions you might have. Training Cost For such training attendees are normally charged $350. Janet Patton & Associates are offering this training for a competitive $199 per attendee. If there are two of you wanting to attend we will offer the training for $300. You will be refunded $100 when you book for two. You will not find training at a cheaper price and with a more experienced trainer. Group sizes will be no more than 8 to guarantee one to one guidance. Details: Date: Wednesday 28th June 2017 Time: Please arrive at 8:30 for a 9am start. Training session will end by 5pm. Location: Boardroom, Little City, 118 Prospect Road, Prospect SA 5082 Cost: $199 or $300 for two attendees What you will need: a computer, a log in to Xero (or credit or debit card to arrange a log in) Where to eat for lunch Cafe Komodo – 118 Prospect Road Muratti Cakes & Gateaux – 116 Prospect Road Prospect Road has many food outlets which you can choose your meal or you can choose to bring your own lunch and eat it in our comfortable kitchen area. Parking There is plenty of all day on street parking just off Prospect Road. Public Transport From King William Road you can catch a G10 bus to Prospect Road. More Information? For my information please contact Janet on 0414 797 836 or email support@janetpatton.com.au BOOK NOW! https://www.eventbrite.com.au/e/essential-xero-training-tickets-35232430147

Xero Payroll

by Jason 0 comments

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XERO PAYROLL FOR SMALL BUSINESS About this course Janet Patton & Associates is offering a unique and competitive training experience for small businesses. Janet will facilitate a morning training session giving business owners the fundamentals on how to operate Xero payroll. This half day, hands on course will help users utilise the features of xero payroll. About your trainer Janet is a Xero certified bookkeepers and business consultant. She has been working in the industry for over 20 years and developed a strong relationship with all students. Janet goes the extra mile. As an experienced trainer, Janet uses Xero every day and understands the program inside out. Janet has also coordinates the very successful Xero User Group with its long term relationship with Accodex. With over 100 attendees at her last event, attendes commented on how beneficial her training skills were to their journey with Xero. Who should take this course This course is intended for those wishing to manage their own finances and pay employees. Small to medium business owners or finance managers are recommended to take such course. Prerequisites There are not prerequisites to this course. A computer is needed for the day. Attendees are not required to be signed up to Xero as Janet can arrange this for you on the day – which will be offered at a discounted price (if this is something you are considering please bring a credit or debit card to sign up to Xero). What the day will look like 9:00-10:30 What is Payroll 10:30-10:45 Morning Tea – tea, coffee and snacks provided 10:45-12:30 How to set up Payroll 12:30-13:30 Lunch with Little City Studio Little City Lunch & Learn with special guest Julia Mann - Director of Avant Group SA 13:30-15:30 A hands on experience – you setting it up yourself.   Training Cost For such training attendees are normally charged $380. Janet Patton & Associates are offering this training for a competitive $149 per attendee. If there are two of you wanting to attend we will offer the training for $260. You will not find training at a cheaper price and with a more experienced trainer. Group sizes will be no more than 8 so one to one guidance is a guarantee. To get the 2-ticket option please buy two tickets and we will transact a refund. Eventbrite do not offer the option on here. Where: Boardroom, Little City, 118 Prospect Road, Prospect SA 5082 What you will need: a computer, a log in to Xero (or credit or debit card to arrange a log in) Parking There is plenty of all day on street parking just off Prospect Road. Public Transport From King William Road you can catch a G10 bus to Prospect Road. More Information? For my information please contact Janet on 0414 797 836 or email support@janetpatton.com.au BOOK NOW! https://www.eventbrite.com.au/e/xero-payroll-tickets-35233818299?aff=eac2

Essential Xero Training

by Jason 0 comments

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Need help setting up Xero for your business?? Janet Patton & Associates is offering a unique training experience to learn the fundamentals of how to operate Xero.   Date: Wednesday 31st of May Time: Please arrive at 8:30 for a 9am start. Training session will end by 5pm. Location: Boardroom, Little City, 118 Prospect Road, Prospect SA 5082 Cost: $199 or $300 for two attendees What you will need: a computer, a log in to Xero (or credit or debit card to arrange a log in)   Don’t miss out, Book now through EventBrite!!   More Information? For more information please call Janet on 0414 797 836 or email support@janetpatton.com.au Xero Traning

ESSENTIAL XERO TRAINING

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XERO TRAINING AND SET UP FOR SMALL BUSINESSES

xero-certified-advisor-logo-CMYK About this course Janet Patton & Associates is offering a unique and competitive training experience for small businesses. Janet will facilitate a morning training session giving business owners the fundamentals on how to operate Xero. This one day, hands on course will help users utilise the features of xero.   About your trainer Janet is a Xero certified bookkeepers and business consultant. She has been working in the industry for over 20 years and developed a strong relationship with all students that have worked with her. Janet goes the extra mile. As a trainer Janet uses Xero every day and understands the program inside out. Janet has also vacillated the very successful Xero User Group. With over 100 attendees at her last event, attendees commented on how beneficial her training skills were to their journey with Xero.   Who should take this course This course is intended for those wishing to manage their own finances. Small to medium business owners or finance managers are recommended to take such course.   Prerequisites There are not prerequisites to this course. A computer is needed for the day. Attendees are not required to be signed up to Xero as Janet can arrange this for you on the day – which will be offered at a discounted price (if this is something you are considering please bring a credit or debit card to sign up to Xero).   What the day will look like 9:00-10:30 Introduction to Xero Xero Set Up Users Chart of Accounts   10:30-10:45 Morning Tea – tea, coffee and snacks provided   10:45-12:30 Bank Accounts Contacts Invoicing Purchases Reconciliation   12:30-1:30 Lunch - not provided.   1:30-2:00 Reports Activity Statement   2:00-5:00 Setting you up on Xero. In this session a computer will be required and Janet will assist with setting you up on Xero. From organising your Chart of Accounts to organising bank feeds with Xero. This will be your chance to set up and get your trainer to help you with any questions you might have.   Training Cost For such training attendees are normally charged $350. Janet Patton & Associates are offering this training for a competitive $199 per attendee. If there are two of you wanting to attend we will offer the training for $300. You will not find training at a cheaper price and with a more experienced trainer. Group sizes will be no more than 10 so one to one guidance is a guarantee.   Details: Date: Friday 31st March Time: 8:30 for a 9am start until 5pm Location: Boardroom, Little City, 118 Prospect Road, Prospect SA 5082 Cost: $199 or $300 for two attendees What you will need: a computer, a log in to Xero (or credit or debit card to arrange a log in) little city Where to eat for lunch Cafe Komodo – 118 Prospect Road Muratti Cakes & Gateaux – 116 Prospect Road Prospect Road offers a lot for food. cafe-komodo-vintage-coffee-prospect1 (1) Parking There is plenty of all day on street parking just off Prospect Road.   Public Transport From King William Road you can catch a G10 bus to Prospect Road   https://www.eventbrite.com.au/e/essential-xero-training-tickets-31904150172

Xero User Group Adelaide

by Jason 0 comments

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In April we held our Xero User Group. With some fantastic speakers and lovely food the night was a great success. We are still looking for new people to come along. The next one is in October. With the Xero Conference in Melbourne we are thinking we will be able to share some ideas that presented themselves during the week’s conference. So the next one will be very interesting. xero-logo-lowres-RGB Michael from Clear Business Dynamics was the guest speaker. Being an advisor of Vend he was able to give us a run down on what Vend has to offer. Vend is a fantastic Xero add on, or something that can run by itself, for retail and hospitality industries. It tracks sales fantastically and can tell you your most popular items.   We hope to see you at the next Xero User Group meeting and if you require any assistance feel free to email me at support@janetpatton.com.au

La Mocha

by Jason 0 comments

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2015-03-26 09.41.29-1 La Mocha is quickly becoming my favourite new coffee spot in Adelaide. Located on Peel Street in the city it is where I regularly go to meet with clients and chill out for a coffee. This is well and truly the best coffee around.

3 Ways the Right Bookkeeper can Make a Huge Difference to your Business

by Janet Patton 1 comments

Guest post

Chris Hooper

Chris Hooper: CEO of Accodex (Xero Gold Partner), board member of Future Accountants Network and accounting teacher at The University of South Australia.

1. Keep You Out of Trouble

As a minimum your bookkeeper should be keeping you out of trouble. Whether it's making sure you're payroll is compliant, or getting your BAS lodged on time the right bookkeeper will know how to do all these things. More importantly, the right bookkeeper will make sure you're up to date with all the new tax and payroll changes that seem to come through so often.

 

2. Get the Answers You Need... Now

The point of hiring a bookkeeper is not simply to get them in once a quarter to sort your business activity statement the week before it's due. They should be a partner in your business. It's worth investing the extra money to get them to keep ontop of your Xero file weekly or even daily. That way you, as the boss will know exactly where your business is, in real time.

Moreover, a great bookkeeper will not only set you up with management reports or dashboards. They will sit down with your and explain what you the numbers mean!

3. Predict the Future

Not only should you be getting your books kept up to date on a daily basis, your bookkeeper can build budgets and cashflow forecasts to help you predict the future, and let you know if you're going to run out of cash (which is probably the one thing keeping up most small business owners up at night).

Not all bookkeepers are created equal. It pays to have one or two meetings before engaging a bookkeeper to make sure they're not only a good fit for your business, but also to make sure they have the skills and abilities to deliver the type of service that you need. To that end, before you engage a bookkeeper, you should make sure you're very clear on what you want and what you need (and how much you're willing to pay for it). Once you've done that, you should ask other business owners and accountants for referrals.