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Financial Reports Ready for Trusts

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

Alleviate the perpetual stress normal accounting procedures may bring out. Forget all the convoluted and painful paperwork situations that flourish failure! With FP Accountants you will receive the utmost professional online bookkeeping training with a structured reporting system that will have you in control of your finances. By utilising Xero, you have the capability of merging clients in specific templates that will aid you in the fluidity of your operations. Here we will discuss a plethora of Xero features that will give you that edge and put your accounting to ease.

  • Step by step guide on how to create financial reports for Trusts
  • 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

Our team provides exceptional accounting service and support whilst remaining price competitive. Through the power of Xero we will explain and elaborate on Performance Management Reporting, Annual Tax Return Preparation and Lodgements, Annual Financial Statements, Financial Monthly Statements, QTR BAS Preparation and Lodgements, Monthly KPI’s to Identify Improvement Areas and the list is endless. We will also assist you with a step-by-step guide on how YOU can do it yourself through Xero.

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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