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Financial Reports Ready for Sole Trader

Learn how to generate reports in Xero Practice that can then be used as financial and management reports across all of your clients.


* Limited registration only. Register before we’re filled.

What You Will Learn

We aim to provide a step-by-step process to create reports for Sole Trader at practice level and utilise these reports on a client based level. By utilising our knowledge and the power of Xero, you will save time, energy and money. At FP Accountants, we think accounting should be simple. Our online accounting packages and webinars provide an affordable end-to-end solution for small businesses and startups. With efficient online systems, cloud storage and a dedicated client success manager, our team of Chartered Accountants ensure your finances are in good hands.

  • Step by step guide on how to create financial reports for Sole Traders
  • Create standard report templates to use across all of your clients
  • Create custom reports to help you save time and increase efficiency in years to come

At Future Proof Accountants, we provide the highest quality accounting and bookkeeping services. With extensive experience and specialisation, our solutions help prevent stumbling blocks by making decisions and meeting objectives in a hassle-free manner.

Learn More

More reasons to signup

  • Easy

    Not everyone is tech savvy, which is why we are here to make this experience as simple and easy for you.

  • Support

    Genuine support is available through weekly sessions with Neha and our closed Facebook group for all your queries.

  • Convenient

    Experience flexibility and convenience with our online only approach, so you can fit us into your schedule.

  • Relevant

    Courses are designed for now and the future, so you can be sure to stay ahead of all the hottest industry topics.

  • Expert knowledge

    With ample real world experience, Neha is an expert in her field and is passionate about sharing her learnings with you.

  • Valuable

    With each course, Neha delivers tremendous value with industry insights that will help you harness your skills for a successful Accounting career.

About The Instructor

Expert who will be conducting this webinar

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Neha Nayyar


Numbers have always been Neha’s passion and this ardor combined with a flair for accounting inherited from her grandfather, inspired her to take up accounting as her profession.
Her father has been a business owner all his life, so she understands the nitty-gritty that a business owner endues on a daily basis. It is that essence that inspired her to provide a solution to those who can better invest their time in their business.
After completing her Masters’s in accounting and becoming a qualified CPA, Neha became aware of the fact that several start-ups and small businesses have to juggle a lot of tasks such as accounting, marketing, and insurance. These tasks are time-consuming and can distract the business owners, therefore hindering business growth. From here, the idea of Sum and Substance clicked to Neha.
Sum and Substance steers businesses through easy decision-making Processes and helps them accomplish goals on time.
We aid businesses in setting up bookkeeping, accounting and administration systems. We can assist in setting up your initial bookkeeping system, provide training and offer strong ongoing support keeping in mind your business requirements.
So, indulge your passion. Share your business requirements with Sum and Substance.

We are here to help you.

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