Medical Industry bookkeeping training

We are passionate about helping business owners have clean book keeping. If you have no accounting or bookkeeping qualifications, but are responsible for the bookwork in your practice, this course is for you.

Course Information


Future Accountants

At Future Proof Accountants, we offer impeccable, customised and affordable bookkeeping and accounting training to business owners and their supporting team. We specialise in providing industry specific training programs that ensure our participants have the skills and tools to manage their bookkeeping. We have developed an extensive, specialised training program that will give you the tools and knowledge required so you can confidently and efficiently complete bookwork for your medical and/or allied practice.

About this Program

This course is designed for you to perform your bookkeeping duties in the medical industry with confidence. Each industry has its specific needs, so we developed a full bookkeeping curriculum for the medical industry, including common pain points and ways to overcome these. The software referred to in the training is Xero.


Have any questions? We’d love to hear from you! If you want to buy the course for multiple students please contact us for a discount.


Neha will be available online on Fridays 3:00pm – 3:30pm (AEDT) for online questions.

Upon joining, you will receive a zoom link for weekly support sessions. You can also email course related questions to

Who is this for

Practice managers and/or office staff at a medical practice – Accounting graduates at a medical practice – Allied health professionals – Medical specialists – GP’s


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Course curriculum

Duration: 6 Weeks (1-1.5 hr session per week)


Welcome to the course!

  • A message from the instructor
  • Welcome Pack
  • How to use this course
  • Before we begin…

Pre-requisites – Accessing Xero file and Chart of accounts

  • Accessing Xero file for practice
  • Chart of Accounts
Module 1

Module 1: Entering Purchase orders, bills and credit notes, managing payables and expenses

  • In this module you will learn all about Accounts payable function
  • Overview
  • Links
  • Bills and Expenses
  • Credit Notes and Purchase order
  • Test your learning
Module 2

Module 2: Income and receivables

  • Links
  • In this module you will learn how to enter income and manage Accounts Receivable
  • Overview
  • Notes
  • Receivables and Income
  • Adding Recipient created Invoice in Xero and Admin fee
  • Test your learning
Module 3

Module 3: Payroll

  • In this module you will learn the ins and outs of payroll including – setup, processing, single touch payroll, super and workcover.
  • Overview
  • Notes
  • Xero Payroll – Set up and processing
  • Video Lesson – Xero – Superannuation
  • Single Touch payroll
  • Workcover and Super calculations
  • Employee Forms
  • Links
  • Test your learning
Module 4

Module 4: Reconciliations

  • In this module you will learn how to complete the reconciliation for bank and general ledger as well as learn the EOM/EOY/EOQ processing.
  • Overview
  • Video Lesson – Xero Reconciliations
  • Video Lesson – Xero EOM/EOQ/Annual
  • Xero – Reconciliations – Demo Company
  • Monthly Closing Checklist
  • Links
  • Test your learning
Module 5

Module 5: Reporting

  • In this module you will learn about management reporting in Xero as well as financial reporting in Xero.
  • Overview
  • Notes
  • Video Lesson – Xero
  • Links
  • Test your learning
Module 6

Module 6: BAS/IAS/Payroll Tax/GST

  • In this module you will learn how to reconcile, process and lodge the BAS, IAS and Payroll tax.
  • Overview
  • Notes
  • Payroll Tax Overview
  • GST, PAYGW, IAS & BAS Overview
  • Payroll Tax – Xero
  • GST, PAYGW, IAS & BAS – Xero
  • Xero – Example Reports
  • Links
  • Test Your Learning – Final Test
Next Steps

Next steps

  • More resources for you…
  • Before you go…
  • Congratulations! You have now completed the course!

Pricing options



Online Course



Course + One hour session



One on One Training + Course

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