Preparing Financial Statements in Xero Webinar

In this course you will learn how to prepare end of year financial statements using Xero's report templates in Xero’s Business Edition and Xero HQ.

You’ll get an understanding of the best practice process for preparing EOFY reports with the course covering re-reporting checks, accessing and customising the reports, publishing the report for the client, process for future periods.

We also cover fixed assets, depreciation and we will touch on file review.

We will also create a custom cover page with summary of consolidated Tax information.

This webinar is perfect for accountants and bookkeepers who want to create system reports that you can use across multiple clients. 

WEBINAR PLUS....

 *****VIP ADD ONS*****

1. 🔎 Advanced Report Customisation Toolkit (Value: $200)

A detailed, step-by-step video + guide covering:

• Mastering Report Fields and Report Codes

• Mastering the way your report looks

   

2. 🧱 Entity-Specific Reporting Templates (Value: $200)

How to customise the report shown in the webinar  for different entities 

3. 📊 Chart of Accounts Blueprint + Setup Walkthrough (Value: $200)

• Guidance on creating clean, scalable COAs for different client types

• Recommendations for mapping accounts to reporting categories

• A walkthrough on systems to maintain chart integrity across clients

• Little example guide for client Bookkeeping for better reporting results

4. 🧾 EOFY Practice System Framework (Value: $150)

• Visual workflow of a best-practice EOFY process using Xero + Management system

• Includes a systemised checklist for staff, ideal for scaling your compliance team

   

5. 🎥 Staff Training & Troubleshooting Video Guide – Value: $300

A practical, on-demand video designed for junior or support staff to use while preparing and troubleshooting financial reports in Xero.

Covers: 

• Where to start in Xero HQ and Xero Business

• Common EOFY report issues and how to fix them (e.g. account mismatches, missing balances, coding errors)

• Best practice steps for re-running and re-publishing reports

• Key things to check before finalising and sending to client or partner review

** This webinar will be recorded - all those that book will receive a copy of the recording after the event.