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Bookkeeping Boss Academy 2025
Foundations of bookkeeping and starting your side hustle
Live Lesson Replay: Introduction to Bloom and Freelancing as a Bookkeeper (58:05)
Xero Introduction plus bookkeeping basic concepts and principles
Live Lesson Replay: 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)
Payroll
Live Lesson 28th November! (65:24)
New Employee Forms
Running YOUR business
Live lesson: Running your business (58:42)
Live lesson: Calculate your Breakeven Live 5th Dec (44:09)
Monthly Checklist
Engagement Letter Template - CPA Firm
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)
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
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Bonus: Prepayments and Journals
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