ABOUT OUR COURSES
You can find more details below of our online courses, that we are offering:
*** NEW ***
Watch our XERO Training taster video here:
Our Courses:
Option 1:
Master the essentials of bookkeeping and take control of your business finances with confidence. No more guesswork—just clarity and control!
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Option 2:
Build your business on solid ground! Learn the key financial and operational steps to start and grow with confidence.
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Bundle Offer:
The Ultimate Bundle (1 + 2) – Get the best of both worlds! This bundle combines bookkeeping fundamentals and essential business foundations to set you up for long-term success.
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Option 3:
Own Your Bookkeeping – Xero Full Course
Become a Xero pro! Learn to manage your bookkeeping efficiently and accurately, giving you full control over your business finances.
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More detailed info on the course contents:
Setup for Success: Bookkeeping Fundamentals
When managing a business there are many things you have to keep an eye on, and it can be easy to let slip on the financial side of things.
That’s why I have created this course that will be able to assist you in keeping financial control of your business.
This course is for you, if:
You are unsure how to keep records and categorise them
As a business owner, by maintaining detailed records of income, expenses, and other financial transactions, you can comfortably assess the profitability and performance of your business.
Secondly, by tracking income and expenses, you can identify patterns, anticipate potential shortfalls, and take necessary measures to maintain a healthy cash flow.
This information is vital for making timely payments, managing working capital, and planning for future growth of your business.
We will also talk about What type of records should you keep.
You need to learn how to Generate concise reports
Concise reports provide the necessary financial information in a clear and organized manner, enabling you to make informed decisions quickly. Time is often a valuable and limited resource, concise reports can help you allocate your time effectively to other business activities.
We will go through What does a concise report look like and How you can set up your own financial dashboard.
You need help with Financial analysis
This involves monitoring and interpreting financial data, like balance sheets and income statements, to understand the performance and efficiency of any business.
It helps to define if is making a profit, managing its costs well, and using its resources productively. This is important because it guides decision-making, shows areas for improvement, and helps
managers, investors, and lenders understand whether the business is financially stable and on the right track to grow continuously.
You need guidance through presented Case studies
We will go through various business case studies to represent examples and way of corrections on how to avoid mistakes.
BONUS Content- Tips for how to reduce your tax bill
In this content we will go through the importance of Sole trader responsibilities, Business costs, Expenses that can be claimed as a sole trader, TYPE OF TAXES.
This course will help you understanding these key setup steps and build your confidence.
Setup for Success: Essential Business Foundations
During this course, we will be going over the fundamentals required for an efficient business set-up.
This course will help you with:
How to choose the right business structure for you?
Are you unsure on deciding to setup as a Sole Trader or a Limited Company? Getting to know your options is very important! Rest assured, that we will guide you through the registration process, liabilities, information on Taxes, and more!
What are the First steps in setting up your business?
We will go through the steps of Registration & Legal requirements, setting up your Banking, Insurance, and how to kickstart your Marketing & Branding.
What are the Financial Foundations for the business?
Financial foundations for a business include having a solid plan for managing money, budgeting, tracking expenses and income, and securing enough funding (through savings, loans, or investors) to cover startup and operational costs. It also involves setting up proper accounting systems to keep financial records clear and accurate.
These foundations are important because they supporting the business to stay financially stable, avoid running out of funds, and make smart decisions for growth and improvement. Without a strong financial base, a business can quickly face issues, setbacks or even failure with debt, missed opportunities etc.
How to set up Business & Personal Government Gateway Account?
We will provide you with the essential steps and knowledge to set up and effectively use a business & personal Government Gateway account.
With the account, you'll be able to manage your interactions with UK government services online, ensuring you can easily access important personal information and fulfil your obligations.
How to build the Financial ecosystem for your business?
What is the original idea and reason that you started this business?
When and What you need to do to achieve your business goals?
We'll talk about profit, turnover, number of employees, how to track your progress with buliding your systems - using data, reporting tools, monthly management reports, supplier analysis, cash flow forecasting etc.
*BUNDLE OFFER* Setup for Success:
Both courses included - Bookkeeping Fundamentals & Business Foundations
TOP TIP: You can save money - if you purchase the two courses combined in a Great Bundle Deal!
Setup for Success: Own Your Bookkeeping - Full Course - XERO
Watch our XERO Training taster video here:
Course content:
Module 1: Set-Up
Choosing your business type
Sole trader or Limited company? No problem, we look at both scenarios.
Tax information for your business
Sole trader and Limited company: Income TAX, Natinal Insurance contibutions
Setting up your business foundations
Registrations and legal requirements, setting up your banking, insurance and marketing.
Setting up a Business Government Gateway account
In this chapter, you'll learn how to create and set up a Government Gateway account, ensuring that your business can efficiently interact with key government services in the UK. Mastery of this process is a foundational step towards compliance and effective management of your business's statutory obligations.
Setting up a Personal Government Gateway account
This chapter guides you through the process of setting up a personal Government Gateway account, a vital tool for managing your interactions with UK government services online. Whether you need to file a self-assessment tax return, check your National Insurance contributions, or access state pension information, a Government Gateway account is essential.
Building a financial ecosystem
The Goal = The original idea and reason you started this business. Everything from now on will be lined up with this goal! What do you need to achieve? Certain amount of profit? Certain size or number of employees? Turnover? In this chapter we will explore these topics.
Module 2: Handle
Setting up XERO Accounting Software for your business
Chart of Accounts
Customer and Supplier Contacts
Reports
Bank Accounts and VAT returns
Projects and Tracking
Payment platforms
Dashboard overview
Module 3: Implement
Creating Quotes in XERO
Sales Invoice
Credit note and Payments
Part payments and Overpayments
Sales deposits and Invoice reminders
Customer statements
Reports and Sales overview
Module 4: Nourish
Purchase orders in XERO
Bills
Credit notes
Refund
Expenses
Receipts
Reconcile bills & expenses
Profit & Loss Reports
Purchase overview
Module 5: Evaluate
Reconcile payments & bills in XERO
Profit & Loss Reports
Balance Sheet, VAT Returns
Receivables
Business Performance reports
Trial Balance
More Reports
The full course from Module 1-5 are available to purchase here:
HELLO LOVELY!
I'm Beatrix Szasz
I am the owner of Better Business Finances, FMAAT, a qualified accountant and certified bookkeeper with over 14 years’ experience.
I am a QuickBooks Online Certified ProAdvisor, a Xero certified advisor, and a Teasurer of the Gloucestershire branch of AAT Committee. I am also an economist by training.
I am passionate about learning so I can always deliver the best value to my clients. I regularly attend industry conferences and CPD events so I can stay up-to-date with the latest thinking and develop my skills.
Outside work, I enjoy spending time with my 3 dogs: Sticky, Benny and Daisy.
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