Workshops
Interactive, hands-on bookkeeping workshop for Xero users
Xero-Bookkeeping Basics
Bring your laptop and work on your own datafile in real time! Maximum of 10 per workshop to ensure you have the opportunity to ask questions about your business
Who is this workshop for
- New Xero users
- Business owners doing their own bookkeeping
- Anyone wanting a better understanding of their Xero file
You’ll leave feeling confident, organised and in control of your bookkeeping
What you will learn
- Checking your organisation details and financial settings
- Understanding the Chart of Accounts
- Setting up bank accounts and bank feeds
- Using and managing bank rules
- Coding bank transations
- Understanding GST Codes
You will walk away with a practical understanding of how to confidently manage your bookkeeping
Includes Morning Tea!
Interactive, hands-on bookkeeping workshop for Xero users
Xero – Beyond Basics
Bring your laptop and work on your own datafile in real time! Maximum of 10 per workshop to ensure you have the opportunity to ask questions about your business.
Who is this workshop for
- Business owners already using Xero wanting greater functionality and efficencies
- Anyone wanting a better understanding of their Xero file
You will walk away with practical tools and insights to confidently interpret your financial reports and automate everyday tasks
What you will learn:
- Understand Cash vs Accrual accounting
- Chart of Accounts management
- Using correct GST codes
- Payroll overview
- Sales – invoices, repeating invoices and auto-reminders
- Purchases – uploading documents, batch payments
- Reviewing Financial Reports
You will leave with a stronger grasp of reporting and automation so you can focus on running your business
Includes Morning Tea!
Dates & venue to be advised
2026 Business Reflection & Planning Workshop
Set your goals and put them into action!
This is a hands on business reflection and planning workshop
Who is this for
- Business owners wanting clarity and focus for the year ahead
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Anyone wanting to step out of day-to-day operations and work on their business
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Business owners who need structured time to review what’s working and what needs to change
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Those wanting practical tools to set goals and create an action plan for 2026
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Anyone who struggles to stay organised, motivated, or intentional throughout the year
What you will learn
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How to reflect on your 2025 performance — what worked, what didn’t, and why
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Identifying your strengths, gaps and opportunities for improvement
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Setting meaningful business goals for 2026
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How to turn goals into practical, achievable action steps
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Understanding your key numbers and how they support your plan
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Planning your capacity, pricing, marketing and business operations for the year ahead
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Creating a simple, realistic roadmap to follow throughout 2026
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Tools and strategies to stay on track and maintain momentum
You will leave feeling clear, organised and motivated with a practical action plan to guide your business in 2026