Advisory

Our qualified accountants and registered tax agents offer:

• Cashflow forecasts when applying for funding to grow or invest in your business 

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• Break even analysis to better understand your pricing structure

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• Custom profit and loss report with budget variance analysis to track your financial performance

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• Formatted balance sheet for greater clarity on what your business owns and owes

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• Annual report packs for end of year tax filing

Xero Training

The Admin Elves are big believers in strengthening our client's financial literacy, and forming trusted relationships to enable business growth, not just focusing on compliance.  

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We offer tailored, one-on-one training to guide you through your Xero software. 

Whether you need help to get started or, need some assurance you are on the right path and could do with some tips and tricks to get the most out of your financial data, we provide one on one training and follow up phone support for those questions that pop up.

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Our training services are fully tailored to your requirements, however examples of how we can help upskill you, are below:

• New to accounting software: The perfect introduction to Xero for newbies - we’ll take you through the software settings, contact management, invoicing, payables and reconciling bank transactions.

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• End of month training: Get your head around best practise -  includes bank reconciliation, how to manage your receivables and payables, profit and loss and balance sheet review and GST preparation.

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• Free flow session: Handy for those that already have an understanding of Xero, but want to address a few gaps in their knowledge. This may include reporting, Fixed Asset Register training, Chart of Accounts review etc.

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• Software demonstration: If you're thinking of moving to Xero and not sure if its the right fit, we'll give you an online demo so you can decide if its right for you.​

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Click the button below to view some free and helpful video's on how to reconcile your bank transactions correctly when Xero doesn't automatically match it for you:

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