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Workshop - Xero For Bookkeepers And Advanced Users


Fri 4 May 2018, 1:00pm–4:00pm

Where: Strictly Savvy, 12 Railway Ave, Upper Hutt, Wellington Region

Restrictions: All Ages

Ticket Information:

  • Online Ticket: $79.00
  • In-Person Ticket: $179.00
  • Additional fees may apply

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  • To be over 18 years old
  • Visa/Mastercard payment
  • NZ drivers licence or passport
  • First instalment paid today
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Listed by: Jo Jensen

So you have been using Xero for a while now but you want to use it to its full potential?

Join us at the workshop that will take you from user to expert. We'll show you the most underutilised features of Xero - these are missed opportunities for efficiency, streamlining processes and taking the pain away from keeping accounts up to date.

Xero is a powerful tool, take the time to come along and find out just what you might be missing out on.

We'll take you through:
- Fixed assets and how to manage these in Xero
- Inventory set up and management
- Common errors and how to spot them, fix them and learn how to avoid them.
- Shortcuts and tips to work more efficiently in Xero
- How to set up invoices to take credit card payments for better cashflow
- Custom invoice templates and the pitfalls to avoid
- How to create paperless accounts processing
- The new Projects feature in Xero
- How to use the Xero app for expense claims

Who should attend:
- You must have a Xero login and already be a Xero user
- Bookkeepers looking to take their Xero knowledge to the next level for the benefit of their clients and their own business.
- Those who know they are not utilising all the features in Xero
- Those who want to learn go paperless with there accounts processing
- Office managers, bookkeepers, Xero users wanting to upskill

Your Presenters - Jo Muggeridge, Xero Certified Trainer

Jo Muggeridge was awarded Young Business Person of the Year for 2015 at the Wellington Region Business Excellence Awards for her outstanding leadership, entrepreneurship, creativity and vision for the future.

Jo's career prior to Strictly Savvy was as an executive assistant in the private sector. Those valuable skills have translated into being able to lead a high performing virtual assistant team.

She always strives to provide a valuable and efficient service to clients. Jo loves Xero and the difference it can make to the efficiency of a business's workflow.

Lisa Hammington, Xero Certified Trainer & Accountant.

With over 15 years of accounting experience that includes a large second tier firm with secondment to the US, Lisa’s breadth of experience includes preparation of Financial Statements for a range of SME clients and taxation advice.

Her passion at Moore Stephens Markhams Wellington is for Xero and she especially enjoys training everyone on the benefits of the programme.

Online and in-person tickets available. Book your seat today!