$40

Analysing Your Figures with Xero

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RWK Accountancy Bunbury Office

8 Wexford Lane

Bunbury, WA 6230

Australia

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Have you been on Xero for awhile and got pretty good at doing your books, reconciliations, your BAS and workers wages etc but don’t really know how to read all the reports in Xero to see how your business is really going? Then this seminar is for you.

What will you learn:

1) How to generate the reports already in Xero that show you how your business is performing including the “Business performance report” and “Executive Summary”

2) How to actually read these reports and draw the right conclusions and make the right decisions

3) How to spot errors and problems in your figures

4) We will give you the background theory on the reports first so you know what all the jargon terms mean

5) On the more complex problems we will give you the skills to at least be able to spot the problems and know when to consult your accountant for higher level analysis

6) We will generate and analyse the reports from Xero that banks are particularly interested in.

7) We will show you how to generate a budget inside Xero that is surprisingly easy to do and will serve most small businesses needs.,

8) We will show how to export out reports to Excel if you have a major issue that needs deeper analysis that you can only do in Excel.

9) We will also advise you on how not to fall into trap of “paralysis by analysis’’ and wasting precious owner/manager time on reports and figures that do not matter.

As always we will be very determined to keep jargon to an absolute minimum and to provide ideas and tools that you can use in your business the very next day in a very direct hands on way.

Presenter: Kingsley Smith, RWK Accountancy

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RWK Accountancy Bunbury Office

8 Wexford Lane

Bunbury, WA 6230

Australia

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