3 x CPD points
Preparing financial statements is still one of the biggest time drains in practice. This pack walks you through the full workflow: creating and customising financial statements in Xero using report templates and Xero HQ, and using Claude alongside them to draft commentary, surface risks buried in the numbers, and turn figures into something clients genuinely understand. Re-reporting checks, publishing, fixed assets, depreciation, file review and a custom cover page with consolidated tax information are all covered. Whether you are on Xero Business Edition or Xero HQ, this is the end-to-end system.
What's included
The session (pre-recorded, watch anytime)
→ Live demo: paste a P&L export and get full draft commentary in seconds
→ Xero report templates and Xero HQ: access, customise and publish client-ready reports across your whole client base
→ Fixed assets, depreciation and file review, so nothing gets missed at EOFY
→ Ratio analysis on demand: liquidity, profitability, efficiency, in plain language
Plus the Financial Statements Production Pack (valued at $900+)
→Xero Financial Statement Build Guide ($300) — A step-by-step guide to building financial statement layouts for:
• Companies
• Trusts
• Partnerships
• Sole traders
Including:
• Recommended report structure
• Suggested headings and sections
• Layout and formatting guidance
• Xero HQ template setup walkthrough
• Guidance for creating consistency across your client base
• Practice rollout checklist
Please note: Xero report templates need to be created within your own Xero environment. The pack provides the structure, examples and build instructions
→ Claude Financial Statement Review Prompts ($250) — paste-and-review prompts for P&L, balance sheet and equity movements, prior-year comparisons, disclosure completeness, rounding and classification catches
→ Fixed Assets and Depreciation Workpaper ($200) — asset register reconciliation template, depreciation reasonableness prompts, file-note structure that stands up to review
Includes examples and adaptable resources for:
• Financial statement cover page
• Compilation report presentation
• Declarations where applicable
• Notes formatting
• Consolidated tax and client information page
$198 inc GST | 3CPD hours | 12 months access
Disclaimer:
Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.