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Webinars

 

Achieve your accounting goals with our educational webinars below. Click on the cards for more information.

 

Practice Management

Automating Proposals in Four Systems

 

 

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Automating Workflows in WFM, Practice Ignition and Asana

 

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Automating Workflow Max

 

 

 

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Best Practice Workflows in Xero Practice Manager

 

 

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Set Up & Workflow with Workpapers in Xero

 

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Setting up WFM and Asana

 

 

 

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Tools to Take Your Customer to the Next Level

 

 

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WorkflowMax Masterclass

 

 

 

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WORKSHOP - BAS/GST/Reports/Tax in Xero

 

 

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WORKSHOP - Practice Management - setting up Asana, Slack & Stripe

 

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WORKSHOP - Setting Up WorkFlowMax

 

 

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WORKSHOP - Using & Setting Up XPM

 

 

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Using ChatGPT for Staff Training

 

 

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Bringing Efficiency to your Practice with ChatGPT

 

 

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Using XPM for Practice Reporting

 

 

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Managing Your Practice Workload with Asana

 

 

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ChatGPT & Client Management

 

 

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Setting Up Strong Offshore Team for Your Practice

 

 

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Setting Up a Profitable & High Tech Bookkeeping Arm

 

 

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BAS/GST/Reports & Tax in Xero (with chatGPT)

 

 

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Navigating the Complexities of Offshoring in Accounting: Strategies for Success

 

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Building High-Performing Offshore Teams for Accountancy Practices

 

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Building ChatBots with ChatGPT

 

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Implementing AI in your Firm

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Embracing AI in Accounting

 

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Streamline Your BAS Process for the New Year

 

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Taking XPM to the Next Level

 

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AI-Powered Client Engagement

 

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Creating Client Specific GPTs

 

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Tax Planning

Building a Tax Planning Template - Xero HQ & ChatGPT

 

 

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Building a Tax Planning Template & Ratio Analysis in Xero (for AU & NZ accountants)

 

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Building a Tax Planning Template in Xero

 

 

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Consolidating Tax Planning Template in Xero - Semi Automated Way

 

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Building a Tax Planning Template for Trusts in Xero

 

 

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Tax Planning Template, Ratio Analysis & Super Contribution Report in Xero

 

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WORKSHOP - Building a Tax Planning Template for Trusts in Xero

 

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Getting Ready for Tax Time

 

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Industry-Specific Tax Planning in Xero using Chat GPT

 

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Tax Planning Templates in Xero HQ with Consolidations & Custom GPTs

 

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General Purpose Financial Reporting

General Purpose Financial Statements - Tier 1

 

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General Purpose Financial Statements - Tier 2

 

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Bookkeeping Department

Building a Strong Bookkeeping Business

 

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Managing a Bookkeeping Arm in Your Practice

 

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Planning a Bookkeeping Arm to Your Practice

 

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Reporting for your Bookkeeping Practice & Clients

 

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Setting Up a Bookkeeping Arm in Your Practice

 

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Using Outsourced and Offshore Staff in your Bookkeeping

 

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How Webinars Can Help Accountants & Bookkeepers

 

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Creating High Performance Teams with Offshore

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Setting Up & Growing an Automated Bookkeeping Arm

 

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Building the Ultimate Automated Practice

 

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Reporting and Associated Tools

Comparing Reporting Systems - Spotlight & Fathom

 

 

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Converting Clients Fixed Assets & Editing Report Templates in Xero

 

 

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Creating & Training Clients in Custom Reports

 

 

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Creating Management Report Templates in Xero

 

 

 

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Divisional Reporting in Xero Using Tracking, Projects & Associated Reporting

 

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Financial Reports Ready for Partnerships

 

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Financial Reports Ready for Trusts

 

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Financial Reports Ready for Company

 

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Financial Reports Ready for Sole Trader

 

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Fixed Asset Reporting

 

 

 

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Offshore Bundle

Preparing you for strong offshore stuff

 

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Preparing Financial Statements in Xero

 

 

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Set up Xero Projects, Xero Expense & Xero Tracking

 

 

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Taking Your Management Reporting in Xero to the Next Level

 

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Xero HQ Reporting

 

 

 

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Xero HQ Reporting & Rental Schedules

 

 

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Xero Budgets & Tracking Categories Including Case Study

 

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Xero Budgets & Tracking Categories

 

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Xero Management Reporting

 

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Next Level Custom Monthly Reporting

 

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Quality Control

Create Work Quality Control Systems in Xero for Your Practice

 

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End of Year Review in Xero

 

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Reviewing Client's Xero Files

 

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Getting Ready for End of FY23 in Xero

 

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Xero – Payroll

Managing Payroll in Xero

 

 

 

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Single Touch Payroll & Payroll Tax in Xero with EOY Finalisation

 

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Xero - Tools

Using Payment Gateways with Xero

 

 

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How to Use Hubdoc & Dext Integration with Xero

 

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