Helpful bookwork and financial services for small business

Bookkeeping Training

Software should make your life easier, not harder. Access expert setup, training and advice in Xero or MYOB with our experienced Certified Consultant, so you’re using your software efficiently.

We help you get setup

We help you decide whether Xero or MYOB will be the best choice for your business, and will help set you up correctly so you’re off to the right start. This includes:

  • Setting up your company business information, including adding in multiple business entities if applicable and connecting to the ATO for BAS lodgements
  • Tweaking the expense and revenue item categories and codes to suit your business type
  • Connecting your bank feeds and entering opening balances
  • Setting up payrolls and connections with Single Touch Payroll (STP) reporting
  • Setting up your invoice and statement designs
  • Customising your dashboard to make it easy for you to find the key information you need quickly

We make sure you can use it efficiently

Using a new accounting system like Xero or MYOB can be a little confusing at first if you’re not familiar with accounting terms and requirements, or if you’ve only used spreadsheets before.

  • The menu contains a myriad of screens to explore and understand
  • There are several tasks that need to be actioned in a certain way by specific dates
  • Often there are several ways to do something, which can add to the confusion

How we deliver

We help you navigate through it all and show you the most important areas to understand and what to do with them, and how to get the most out of it. Our training is provided by a Certified Consultant via a screen sharing Zoom call, so you can have confidence you’re getting exactly what you need.

 

Basic Xero or MYOB training

Includes overviews of the following topics:

  • Navigating your way around
  • How to issue invoices
  • Recording transactions
  • Your Chart of Accounts
  • Bank account reconciliation
  • Key reports you need

Basic Xero or MYOB training

Includes overviews of the following topics:

  • Payroll management
  • BAS preparation
  • Bank reconciliation tips
  • Managing multiple entities and multiple currencies
  • Customising reports
  • Managing stock
  • Quotes and purchase orders
  • Budgeting and cashflow management

“I really appreciate the way Vikki explains things to me so I understand both what and why. Vikki just gets on and does the work, so it is great for me to know that what needs doing is done, and I can do other tasks.”

Sally Hennessy
Australian Tours and Cruises

“I cannot rave enough about Vikki and Bizzie Books – all I can say is I am so glad I found her at a crucial time for our business. Vikki’s swift action, help and support made the biggest difference at a time when help was much needed. I highly recommend Bizzie Books – you will feel completely valued and taken care of.”

Allan Hopper, Hopperound

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Bookkeeping Help

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