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Bookkeeping Boss Academy
LIVE Q & A Calls
How Teachable, Live Q&A's work + what's included in the subscription. (10:39)
Live Call Details
https://teams.microsoft.com/meet/4434786655593?p=EP9uykTOF3nZYLWidw
Industry Updates
ATO Focuses for 2026 - live Q&A call 9/12/25 (5:30)
Foundations of bookkeeping and starting your side hustle
Introduction to Bloom and Freelancing as a Bookkeeper (19:31)
How to set up your profile on the freelancer list (11:50)
PSI and Bookkeeping (13:20)
Xero Introduction plus bookkeeping basic concepts and principles
Finance Terminology and Intro to Xero (46:11)
Xero - Quick Starter Guide
Finance Terminology - Cheat Sheet
Bills & Invoices
Live Lesson Replay: Bills and Purchases (57:08)
Live Lesson Replay: Invoices (38:05)
Custom Templates!
Bonus- Ecommerce sales and automation (12:38)
Bonus- Xero repeating invoices for recurring invoices (3:02)
Bonus- Add BAS Bill to Xero (2:15)
Bank Reconciliations
Live lesson: Introduction to Bank Reconciliations (68:22)
Live lesson: Bank rules, coding, find and recode, fixing issues, EOM checks (61:03)
What does a Bank Reconciliation achieve in the big picture? (7:06)
Extra: Xero Tracking Categories (1:28)
Bonus: Prepayments and Journals (5:07)
Dext: Receipt Manager Features (19:11)
Payroll & Superannuation
Payroll in Xero (65:24)
Superannuation and Pay Day Super (13:22)
New Employee Forms
Running YOUR business
Live lesson: Running your business (58:42)
Calculate your Breakeven (44:09)
Monthly Checklist
Engagement Letter Template
Reporting & Intro to Advanced Bookkeeping Concepts
Live session: Generating and reading the financial reports, custom reports, filter reports, tracking performance 3rd Dec (30:41)
Template: EOM Reports summary and email
Upload Excel Bank Statement (4:25)
New Xero features - Custom Dashboard and Cashflow report (11:24)
Fixed Assets, Inventory and Projects
Setting up and managing fixed asset records
Intro to Inventory (15:14)
Intro to Chat GPT in bookkeeping (13:53)
Live lesson: Xero projects, Bank Rec, Bookkeeping (64:07)
Additional Resources
Profit & Loss Masterclass
Pricing for profit strategy (15:00)
Vehicle Log Template
DIY Xero Healthcheck
Tax Things
Extra: Tax Terms
Entertainment Coding
Teach online with
Template: EOM Reports summary and email
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