Future Accountants
Contact
Ongoing Support
Neha will be available online on Fridays 2:30pm - 3:00pm (AEDT) for online questions and queries. You can email course related questions to [email protected].
Upon joining, you will have access to a closed facebook group for all your questions and will receive a zoom link for your weekly support sessions.
Course curriculum
Duration: 5 Weeks (1.5 hr session per week)
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1
Welcome to the course!
- A message from the instructor
- Welcome Pack
- How to use this course
- Before we begin...
- Accessing softwares for practice
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2
Module 1: Practice Systems Setup and management
- In this module you will learn setting up Systems for your practice
- Overview
- WorkFlowMax accessing - For those who have never used it before
- WorkFlowMax set up
- Ideal process for WorkflowMax
- Slack and Asana set up and tying in with WFM
- Stripe Set up and management
- Test your learning
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3
Module 2: Staff Management
- In this module you will learn how to manage, and grow your team working from home (Offshore or Onshore)
- Module 2: Overview
- Interviewing, and testing
- Staff Onboarding / Team training / Ongoing Professional Development - Setting staff for Success
- Setting up KPIS
- Team management
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4
Module 3: Setting up and managing Processes
- Introduction
- Overview
- Process Overview - Planing and further steps
- Functional / Service based Processes
- Client Specific Processes
- Documenting Processes
- Summary in Excel
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5
Module 4: Bringing Staff, systems and processes together creating Happy and versatile practice
- In this module you will learn how to bring people, systems and processes together
- Overview
- Systems and people:)
- Processes and people:)
- Download used in the lessons
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6
Module 5: Managing Client expectations
- Client Onboarding - Introduction
- Client Onboarding - Step by Step
- Client Management
- Managing staff and client together
- Creating Happy Practice
- Service Level Agreement example
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7
Next steps
- More resources for you...
- Before you go...
- Congratulations! You have now completed the course!
Additional Add-Ons
(More information to come)
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$550.00
Payroll using Xero
All you need to know about payroll in Xero.
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$550.00
Bookkeeping Department - Xero Bookkeeping (Advanced)
Covers: -BAS/IAS/Payroll Tax/ GST -BAS Lodgement in Xero Tax -Basic Reporting Xero -Xero HQ Reporting for BAS -GST General Ledger Reconciliation
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$550.00
Bookkeeping Department - Systems Set Up
This course covers: Set up & management of Dext, Hubdoc, Approval Max and Stripe.