Course Structure
The core concepts that underpin every transaction and report. Including principles, debits and credits, double-entry bookkeeping, GST, and an introduction to the Profit & Loss, Balance Sheet, and Cash Flow statements.
Outcome: Understand the accounting fundamentals needed to use Xero accurately and confidently in a business context.
Get hands-on with the complete Xero workflow from setting up your organisation and processing invoices and bills through to bank reconciliation and your first business performance reports, all in a live Xero HQ practice environment.
Outcome: Complete the full Xero bookkeeper cycle end-to-end and sit the official Xero Associate certification assessment.
Configure and customise workflows the Chart of Accounts, setting up Tracking Categories, managing credit notes and purchase orders, handling complex bank reconciliations, and producing a full management report suite.
Outcome: Configure and manage a Xero organisation at a professional standard and sit the official Xero Professional certification assessment.
Master the advanced Xero modules that experienced bookkeepers and accounting firms rely on; covering fixed assets and depreciation, tracked inventory, staff expense claims, customer project management, multicurrency, budget management, and end-to-end BAS preparation and filing.
Outcome: Operate confidently across the Xero bookkeeping cloud platform
Learn practical AI skills that modern finance professionals are already using in the workplace. Topics cover using Microsoft Copilot to manage communication and information more efficiently, creating financial documents and reports with AI assistance, and applying AI tools effectively in a bookkeeping and accounts context.
Outcome: Apply AI tools confidently in a modern bookkeeping or finance administration role, working faster without replacing the human judgement clients and employers value.