Xero Beyond Basics Part 2: Advanced Bank Reconciliation & Month-End Validation

//Xero Beyond Basics Part 2: Advanced Bank Reconciliation & Month-End Validation
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[1.0 CPE Credit]

About this webinar

This webinar is session 2 of a 4-part course called “Xero Beyond Basics.” Take it on its own, or, to get the most value from Xero, take all four sessions.

Part 1: Strategic Setup- November 26

Part 2: Advanced Bank Reconciliation & Month-End Validation- November 26

Part 3: Sales & Purchases- November 28

Part 4: Advisor Features, Xero HQ and Reporting- November 28

Learn how to use Xero from a CPA who has built her practice on the platform. Learn proven tips and tricks for boosting your efficiency and scalability. Learn how to take control of your numbers, so you can get back to what you do best. Discover how Xero opens up a world of opportunities to streamline the way you manage your business.

“As an early adopter in the US, Amanda has helped us develop Xero and our community. Amanda inspires accountants and bookkeepers to build their own dream practices, like she has. She is a proven expert in getting the most out the Xero platform and ecosystem.” – Rod Drury, Founder of Xero

Course Objectives:

  • Understand the importance of bank data in Xero
  • Learn when to use spend/receive money rather than create a bill or invoice
  • Learn how to create effective bank rules for efficiency
  • Understand the power of “three-click reconciliation”
  • Learn how to match tricky transactions to bank line items
  • Understand the ideal month-end validation process
  • Find and correct bank errors

About your instructor

Amanda Aguillard decided to become a CPA when she was 16, and never looked back. She started Aguillard Accounting in 2012, committed to running a cloud-based practice from anywhere in the world. She has been a Hubdoc Top 50 Cloud Accountant for the last two years. She was the Xero Evangelist of the Year in 2016, and used her experience as an instructor of the Xero Certification course to co-found Elefant (elefanttraining.com), a continuing education company for accountants and bookkeepers. In 2017, she co-founded Bluewire Strategy (bluewirestrategy.com), a consulting group that empowers traditional accounting firms to embrace the cloud using process and technology. She is also the Senior Xero Editor for Accountex. While she holds a Masters Degree in Taxation from the University of Denver, she would much rather help other advisors leverage technology to build their dream practices. She regularly speaks at state CPA societies and industry technology conferences like Accountex, Clio Cloud Conference and Xerocon. She spends any spare time cooking for her two kids and reading historical fiction. She is slightly obsessed with Penzey’s Spices and Chris Thile.

 

IMPORTANT INFORMATION ABOUT CPE:

Participants will earn 1.0 CPE credit.

Field of Study: Computer Software & Applications – Non-Technical

Prerequisites: None

Advanced Preparation: None

Program Level: Beginner

Delivery Method: Group Live Webinar

Refunds and Cancellations: Requests for refunds must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email info@elefanttraining.com.

NASBA LogoElefant, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.