Become well-versed with the latest features of Xero to confidently manage all your bookkeeping tasks with ease
Master the use of Xero and implement best practices to avoid costly errors
Learn techniques for recording and managing financial data efficiently
Description
Xero empowers business owners to gain insights into their business and performance and collaborate seamlessly with their accountants and tax professionals. This book goes beyond the basics and explores the more advanced Xero features, techniques, and best practices for managing sales taxes, budgeting, and reporting.
You’ll begin by diving right into Xero, setting up a bank feed, and exploring its power while experiencing just how easy it is to use. The book will guide you in setting up Xero the right way to ensure that you succeed in each of your transactions. As you progress through the chapters, you’ll learn what spend money and receive money transactions are and be able to easily send invoices and collect receivables or payments, collect and pay bills, and even track your business assets with Xero. Toward the end, you’ll be proficient at producing powerful reports, giving you the keys to running or advising any business.
By the end of this Xero book, you’ll have gained the confidence to add a company to Xero, set up the bank feeds, reconcile the transactions, send invoices, and pay bills, ending up with beautiful financial statements.
What you will learn
Understand why Xero is the best choice in accounting software for your SMB
Easily set up or convert to Xero for a service- or product-based business
Reconcile cash and related transactions effortlessly
Track and depreciate capital assets purchased by and used in the business
Produce customized reports tailored to your specific need
Use Xero to make informed and timely decisions and become a better business owner or advisor
Jay Kimelman, CPA, is the Director of Technology and E-Commerce Lead for High Rock Accounting, a leading tech-forward accounting firm. Previously, Jay was the Founder and CEO of The Digital CPA, which was acquired by High Rock in 2021. He helps accounting professionals leverage technology to build efficient, profitable practices. Jay is currently a National Xero Ambassador and previously sat on Xero's partner advisory council.
Jay earned a B.S. degree in Accounting from the University of South Florida in 1990. He became a CPA in 1996, working in accounting leadership positions through a variety of industries before striking out on his own.
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