Book bank reconciliation, purchases and invoicing
The three things you do every week, done properly. If your bank reconciliation is out, everything is out, so we start there and work outward into purchases and invoicing. Taught on your own transactions, so you leave with the file in better shape.
The weekly work, done right
- Bank reconciliation done properly, including what a green tick does not tell you
- Purchases and supplier bills entered so GST on purchases is correct
- Invoicing set up with your branding, terms and payment options
- How to spot a duplicate before it inflates both your costs and your GST
Have your Xero login ready plus a few recent supplier bills and a recent customer invoice. We will use your real documents rather than samples.
Pick a time that suits you
The calendar is run by Calendly, which receives the details you enter. Our privacy policy explains how we handle them.
Not sure this is the right session?
If your bank reconciliation is out, everything is out. Book a free 30-minute Initial Discovery Session and we will tell you which session you actually need.
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