Paper Plane Bookkeeping and Business Services Pty Ltd

Bookkeeping Practice | Creative Business Services | Balwyn, Australia

PAPER PLANE ACADEMY

Ohhhwhee we love Xero!

We first dabbled in the wonderful blue world over 10 years ago from the early beginnings in New Zealand and have been hooked since. We strongly believe it is the best tool for small business to offer simplicity and efficiency running your numbers.

Our practice is 100% Xero and we’re good friends with the best Xero partners, helping you build an effective tech stack that suits your needs.

Check out our Paper Plane Academy packages to help you get nice and cosy with your Xero file.

PAPER PLANE ACADEMY PACKAGES

XERO BASICS

$ 395 + GST

2 hour training course, held in our spacious offices in Windsor or remotely via video chat, covering all of the basics you need to get started with Xero. We can provide the training session one on or with 3 people from the same team.

COURSE COVERS
Bank Reconciliation

Purchases

Sales

Basic Reporting

Intro to Payroll Processing

Includes one free 30 minute video chat follow up session to review any specific areas.

Larger groups can be accommodated, please contact us for a price.

XERO BEST PRACTICE

$ 995 + GST

This course is for the next level. When you are keen to take more control of your bookkeeping within Xero and get to know Xero a little more intimately. This course will cover the slightly more complex parts of the puzzle and help you to produce a strong foundation to your financials.

If you are wanting to take care of your own books and keen to learn more about what it takes to run this side of your business, come and join us for some learning! Please note, due to the nature of the content of this course, sessions are only held in our offices in Windsor. And you are best to bring a basic understanding of Xero and how your accounts work (hey, why don’t you start with the basics course to get warmed up?)

The training is split over 2 x two hour sessions. Held exclusively in our plant filled offices in Windsor, we’ll need cups of tea.

COURSE COVERS

Session One – Bookkeeping Basics

GST treatment

Finding errors in your bank rec and resolving these

What is deductible & where does it go?

Handling overpayments, prepayments and credit notes

Dealing with loans, repayments & interest

Handling order deposits, rententions

Digital document storage and process efficiency

Session Two – End of Month

Quick review of the first session

Month End Procedures – customise for your business

Reconciliation – what does this really mean and how to check your balances

Reporting Basics – what are your key business metrics and where to find them

Quick intro to Cashflow

XERO FOR BUSINESS OWNERS

$ 175 + GST

We believe it is super important for you to be able to open your Xero file and understand what you are seeing. This 1hr course, held onsite in our offices in Windsor or remotely via video chat, covers where you should be looking as a business owner to get an understanding of where your numbers are at.

COURSE COVERS
Understanding the Dashboard

Running & Reading a P&L

Understanding your Business Snapshot

How to find transactions sales / purchases

Checking Employee information, leave balances, superannuation balances

One session of this course is complimentary to all of our fixed fee clients as part of joining our family.

Enjoy The Best Experience with Us

Elevate your financial management journey with the ultimate bookkeeping experience! Contact us now to discover seamless and tailored solutions for your business.

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