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End of Financial Year for Small Business

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Learning objectives

You’ll learn how to make a plan to work with your advisor on your End of Financial Year.

We’ll look at a number of areas of Xero such as bills and invoices, banking, files, contacts, payroll and Inventory.

Course outline

    This course is made up of 8 modules.

    Each module contains a video, helpful links and information, and a checklist to help you mark your progress. You will cover:
    • Kick off and making a plan
    • Bills, invoices and paperwork
    • Final bank reconciliation
    • Going paperless using Files
    • Contact clean-up
    • Winding up Payroll
    • Stocktake
    • Wrap up: what to do next

Topics covered

  • End of Financial Year

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