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SheBoss 101: The Finance Basics
Introduction and Overview
About Bloom Money & Jaimie (2:21)
Why we created this course (3:22)
Module overview and key takeaways (2:24)
How to approach this course (1:10)
Module 1: CFO Mindset & Money Goals
What is the traditional role of a CFO
What CFO habits are vital for small business (8:35)
Money goal setting session (33:47)
Q & A Recording (10:03)
Module 2: Choosing a business structure
Overview of types of businesses (0:36)
Types of businesses: Sole Trader & Partnership (1:50)
Types of businesses: Company (6:05)
Types of businesses: Trust (4:15)
LIVE - Choosing your business structure (21:20)
Module 3: Business Owner Code- Rules, software and bank accounts
Do I need a Business Bank Account? (1:42)
The ATO's Five Rules of Record Keeping - Rule 1: What records to keep (1:27)
The ATO's Five Rules of Record Keeping - Rule 2: Changing records (1:13)
The ATO's Five Rules of Record Keeping - Rule 3: How long to keep records? (1:55)
The ATO's Five Rules of Record Keeping - Rule 4: What will the ATO ask for? (0:54)
The ATO's Five Rules of Record Keeping - Rule 5: Language of records (0:39)
Accounting Software: should you invest? (2:13)
Accounting Software: Xero Training (39:30)
Xero Training: Introduction (0:41)
Xero Training: Dashboard General (2:07)
Spreadsheet Tracking: What if I am not ready yet [spreadsheet] (8:28)
Xero Training: Invoice Settings (1:32)
Xero Training: Tracking Categories (1:28)
Xero Training: Invoices (6:07)
Xero Training: Bills to Pay (3:46)
Xero Training: Reconciliation Definition (1:13)
Xero Training: Bank Reconciliation process (3:56)
Xero Training: Bank Rec Check (1:45)
Xero Training: Fixing Bank Rec errors (0:55)
Xero Training: Profit and Loss Report (1:24)
Xero Training: Other Reports (1:01)
Downloadable: Xero "how to"
Module 4: Taxes
Overview of Module 4: Taxes
LIVE INTERVIEW: Give yourself power by understanding abc's of tax (16:02)
GLOSSARY: Tax terms cheatsheet
LIVE (recording): How to lodge your own BAS (22:49)
RESOURCE: BAS preparation checklist
Module 5: Now, everything you need to know to get paid!
Getting paid as a business owner (1:38)
When it's time to make your first hire (3:22)
Payroll Function in Xero (including STP) (13:42)
Superannuation obligations (6:03)
Teach online with
Types of businesses: Sole Trader & Partnership
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