tashly consulting xero training Adelaide

Xero Interactive Workshop with Tash

Great Northern Lodge Quorn – 30th March 2023

Full Day Xero Training (BYO laptop essential to participate)
Learn how to become a Xero Hero! This is a 1-day hands-on practical course,
presented by Tashly Consulting, Adelaide’s Award Winning bookkeeping firm.

About the Presenter
Natasha Sampson-Ly is a Qualified Accountant who has a passion for helping small businesses with their finances. Seeing an opportunity 20 years ago in 2000 with the introduction of GST (Goods and services tax), Natasha started her own bookkeeping business Tashly Consulting, offering bookkeeping and compliance services to small businesses in Adelaide. The business has grown and services have expanded to include advisory services in relation to accounting software, training, technical support and troubleshooting.

Natasha is CPA & IPA Qualified, an accredited Certified Xero Adviser, Xero Gold Partner, Receipt Bank Gold partner, Registered BAS Agent and also has a Certificate IV in Training & Assessment with experience teaching at TAFE. Natasha was awarded the Xero SA/NT Bookkeeping Partner of the Year 2016 and in 2020 was awarded both the Institute of Public Accountants Practice of the Year SA/NT Division winner and National Winner. Natasha and her team are passionate about empowering businesses with clarity and confidence through reliable and efficient bookkeeping, training and technical support.

tashly consulting, award winning bookkeepers Adelaide, SA

About the course
This course is offered as a one-day hands on interactive session. It is suitable for business owners or employees working in the accounts/bookkeeping function in business. It is also great for bookkeeping or accounting professionals looking to grasp a better understanding of how the Xero software works in a practical sense. You will be working on your own device to create a new Xero file and work through the various settings in the software, learning how to import and enter in data including basic inventory, quotes, sales, purchase orders and bills. We will discover how to establish settings for payroll, enter employee information and run payroll and manage superannuation and STP for your sample business. You will be guided through the bank reconciliation process, looking at best practice ways to record information as well as how to identify any errors or discrepancies. With data in your file, you will work through various reports including how to prepare your BAS.

Topics include
Xero settings, Dashboard, Users, Chart of Accounts, Contacts, Sales, Purchases, Bank Feeds, Reconciliations, Reporting, Employees & Payroll, Superannuation, STP.

As this is a hands-on session, you will need access to a laptop to work through the exercises together.
It is also recommended that you have a Xero login established prior to the session, although we can go through this together if you have access to your email account on the day.

Great Northern Lodge
47 First Street, Quorn, South Australia, 5433.
Venue more info, click here.

A lunch of wraps/sandwiches/fruit included
Please advise any dietary requirements via email admin@tashly.com.au by Monday 27th March so we can ensure you are catered for.

Our Full Day Xero Training workshop is perfect when:

  • You are new to business, and not sure where to start
  • You need help getting your bookkeeping system started and require training with Xero
  • You have been in business a while but would like to train up a Xero skilled staff member to look after your bookkeeping

For more information please see our FAQs, or contact us if you have any questions or require more information.

Ready to become a Xero Hero...?

click on the button “Book Ticket” to Book your Xero Training now

Frequently asked Questions (FAQ's)

More information prior to your Xero Training Workshop with Natasha
    • Do I need to bring a Laptop?
      You will need access to a laptop or computer to participate in this course.
    • Do I need to have a Xero software subscription?
      You do not require an active Xero subscription, however you will need to have a Xero login to work through our sample file.
    • Do I need to bring a Mobile Internet device?
      The venue will have internet access, however you are welcome to bring your own.
    • Do I need to bring a Pen & Paper?
      We will have a pen and paper available for your session. However, you are welcome to bring your own.
    • Will I be provided with a workbook or notes?
      A basic handout with the information to be added to your Xero file will be provided and you are welcome to make as many notes of your own throughout the session.
    • What happens after the training?
      We do offer a fee-for-service Xero Consultancy support service for anyone needing any further assistance after the training.
    • Where is the training conducted?
      This is a face-to-face hands-on workshop held at The Great Northern Lodge, Quorn.

COVID-19 – We care about your health & safe

As always, we are committed to the health and wellbeing of our clients, team members and our community.
Please follow all government recommendations regarding wearing of masks, sanitising and social distancing.
Please advise us if you are feeling unwell and do not attend the training session. We can reschedule your training to an online appointment via Zoom for an alternative date if you are unable to attend.

More information regarding COVID-19 can be found at health.gov.au

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Tashly Consulting – Xero Bookkeepers Adelaide, Bookkeeping Services & Xero & Receipt Bank Training Online or Face2Face
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