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Trusting Your Xero Files

Take control of your financial data with confidence. Trust Your Xero File is your step-by-step guide to optimising your Xero setup, streamlining processes, and connecting key systems—so you can achieve clarity, efficiency, and greater profitability in your business.

About This Course

Trusting Your Xero Files

Trust Your Xero File" is a comprehensive course that empowers business owners to take control of their financial data and make informed decisions with confidence. Through lessons on optimising your Xero setup, cleaning up your data, connecting bookkeeping and job management systems, streamlining your processes, and scheduling regular financial check-ups, you'll gain the skills and knowledge to transform your Xero file into a powerful asset for your business. By the end of this course, you'll experience improved financial clarity, efficiency, and ultimately, greater profitability.

What You'll Learn

Pain points/big problems

  • Unexpected financial shocks: Receiving unexpected bills or penalties from the ATO due to errors or inconsistencies in your Xero data, or discovering costly errors in your BAS after it's been lodged.

  • Bookkeeping blunders leading to major headaches: Discovering costly mistakes or missing information in your Xero file after relying on external bookkeepers.

  • Feeling overwhelmed and lost in the Xero maze: Not knowing how to identify or fix issues in your Xero file, leading to stress and financial uncertainty.

Payoff/benefits

  • Unexpected financial shocks: Receiving unexpected bills or penalties from the ATO due to errors or inconsistencies in your Xero data, or discovering costly errors in your BAS after it's been lodged.

  • Bookkeeping blunders leading to major headaches: Discovering costly mistakes or missing information in your Xero file after relying on external bookkeepers.

  • Feeling overwhelmed and lost in the Xero maze: Not knowing how to identify or fix issues in your Xero file, leading to stress and financial uncertainty.

To-Dos (Lesson Names)

  • Optimise Your Xero Setup

  • Clean Up Your Xero Data

  • Connect Bookkeeping & Job Management

  • Streamline Your Bookkeeping

  • Regular Financial Check-ups

Tools

  • Xero Set Up Checklist

  • Xero Review Checklist

  • Job Management | Xero Connection Checklist

  • Monthly, Quarterly, Annual Checklist and agendas 

Expert

Katie Crismale-Marshall

Co-creator of Future Builders / Profit First for Tradies

Katie, a certified Profit First Coach with a profound understanding of the challenges faced by Tradies, is your dedicated partner in navigating the complexities of running a successful business. Drawing from her personal background in a Tradie family and a network of Tradie friends, Katie offers empathetic and tailored support to address financial hurdles head-on. As the author of "Profit First for Tradies," Katie has distilled her expertise into a comprehensive guide aimed at eliminating cash flow problems and fostering enduring profitability for business owners. With a focus on simplicity and effectiveness, Katie empowers Tradies to take control of their finances using the proven Profit First Method. In addition to her coaching credentials, Katie is a Xero specialist and seasoned small business strategist, equipped with the tools and insights to optimize operations and maximize efficiency. Her ultimate goal is to alleviate the burdens that often accompany business ownership, allowing Tradies to reclaim their time and focus on what truly matters. Katie is committed to providing unwavering support and guidance as you embark on your journey towards financial stability and success. With her expertise and genuine passion for helping Tradies thrive, she looks forward to assisting you in implementing Profit First for Tradies and unlocking the full potential of your business.

Co-Creator

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