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Accounts training & reporting

One-on-one training to help you delve into your accounting software with confidence, gain meaningful data from your reports and improve your financial literacy.

Financial literacy and high level reporting

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

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.

Our qualified accountants can also assist you with cashflow forecasting, financial forecasting, break even analysis, custom reports and annual reports for end of year tax prep.

Accounts training we provide

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.

  • 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.

  • 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.

  • 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.

  • Cashflow and Financial reporting: If you're looking to seek funding to grow or invest in your business, our qualified accountants can create customized report templates to accompany your applications that be used time and time and time again.

Why choose us?

We are a friendly and knowledgeable team of registered tax agents that believe taxation compliance and education should be practical and affordable.

 

Rate: $55p/h + GST

 

Get The Admin Elf to manage your Xero subscription and received a 15% discount (standard subscription).

TESTIMONIALS

ASSOCIATIONS

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I have outsourced my admin nightmares to Tina, and I can't recommend The Admin Elf enough!!! You guys are worth everything and more.

Kirsten Jefferson 

No More Knots Massage

CONTACT

Let’s work together

Hours: Mon-Fri 9am to 6pm

Email: accounts@theadminelf.nz

Tel:      0211 363 762

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