Take control of your business finances with confidence! Join our interactive, beginner-friendly workshop designed to help you master Xero, the powerful cloud-based accounting software. Whether you're a small business owner, freelancer, or exploring better financial management, this workshop provides essential tools to kickstart your Xero journey.

What You'll Learn:

When to Start Using Xero: Identify the ideal time to implement Xero and explore its different plan options.
Setting Up Xero for the First Time: Step-by-step guidance on configuring settings, organisation details, users, email preferences, payment services, invoice settings, and expense management.
Organisation, Financial, and Invoice Settings: Tailor Xero settings to meet your business needs.
Setting Up Bank Feeds: Link your bank account for automated transaction tracking.
Creating Contacts: Easily add and manage client and supplier details.
Creating Sales Invoices: Design and send professional invoices with ease.
Basic Reconciliation in Xero: Master simple techniques for accurate account reconciliation.
Saving Documents: Learn how to upload documents directly into Xero for streamlined bookkeeping.

General Document Management (To Keep Your Accountant Happy):

Saving Digital Copies of Receipts: Use tools like Xero, Google Drive, or OneDrive for secure document storage.
Keeping Paperwork in Order: Simple strategies for saving receipts and financial documents.

Presented by Jackie Matjasec.

About Jackie

Jackie Matjasec is the founder of The Simple Budget, a program that helps people take control of their money with ease. With a Bachelor of Commerce in Financial Planning and a Certificate IV in Training and Assessment, Jackie combines expertise with real-world experience to deliver practical financial education.

In addition to budgeting, Jackie loves teaching Canva, Xero, how to create online courses, and sharing the process of writing a business book. She’s the author of The Simple Budget and creator of workshops and online courses, empowering individuals to manage their finances confidently.

Eligibility Requirements

Please note that registering for this workshop is mandatory to ensure your spot and we encourage potential participants to review eligibility requirements before registering. Eligibility requirements include:

businesses with under 20 Full-Time Equivalent (FTE) employees
be a Queensland, Northern Territory or Western Australian-based business
hold an active Australian Business Number (ABN)

This workshop is presented as part of the Digital Solutions Program.
Please note by continuing the registration process you acknowledge and agree your information will be shared with the Commonwealth Department of the Treasury and the Commonwealth Department of Industry, Science, and Resources for program evaluation and reporting purposes.