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PKF Poutsma Lemon Limited

Accountants and business advisers

Articles

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Get Ready for the New Financial year with Xero

01 May 2019

We are excited to invite you to an evening of understanding your business financial literacy,  Xero Tips & Tricks and also an introduction to WorkflowMax - WorkflowMax offers you a complete, cloud-based solution to manage your projects and jobs.

 

Agenda

5.30pm - 6pm

  • Bookkeeping Principles 30 minutes

Purpose to give an introduction to Bookkeeping / accounts

End of Financial Year - what does this mean ?

- GST basis

- GST frequency

- GST circle of life

- Chart of Accounts

- Profit and loss

- Balance Sheet

- Xero Dashboard - how this gives a financial snapshot

6pm - 6.30pm

  • Xero top timesavers 30mins  -  Our top Xero tips & tricks to save you time -  Are you working in Xero and quietly thinking that in some areas, “there must be a better way?” Well the good news is there probably is! The Xero team will take you through the  Xero Tips & Tricks and a few other cool features in Xero designed to save you tonnes of time. We will also have 15 mins for Q&A so bring your questions along!

10-15  min break

6.45pm - 7.15pm

  • WorkflowMax - 30 minutes Maximise your job profitability - Manage your workflow from quote through to invoice while tracking time and costs. Improve project budgeting and gain critical insights into your business.

7.15pm - 7.30pm

  • Q & A’s

 

As spaces are limited please RSVP before Monday 20th May


Get In Touch

For more information on how our services can help your business get in touch.

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