Maximize the capabilities of Xero to achieve timely and stress-free accounting for your business
Purchase of the print or Kindle book includes a free PDF eBook
Key Features:
Book Description:
Xero empowers business owners to gain insights into their business and performance and collaborate seamlessly with their accountants and tax professionals. This book goes beyond the basics and explores the more advanced Xero features, techniques, and best practices for managing sales taxes, budgeting, and reporting.
You'll begin by diving right into Xero, setting up a bank feed, and exploring its power while experiencing just how easy it is to use. The book will guide you in setting up Xero the right way to ensure that you succeed in each of your transactions. As you progress through the chapters, you'll learn what spend money and receive money transactions are and be able to easily send invoices and collect receivables or payments, collect and pay bills, and even track your business assets with Xero. Toward the end, you'll be proficient at producing powerful reports, giving you the keys to running or advising any business.
By the end of this Xero book, you'll have gained the confidence to add a company to Xero, set up the bank feeds, reconcile the transactions, send invoices, and pay bills, ending up with beautiful financial statements.
What You Will Learn:
Who this book is for:
This book is for small and medium business owners (SMBs) and bookkeepers or accountants who want to learn how to properly use and master Xero. Little to no knowledge of Xero is assumed. However, prior understanding of basic bookkeeping and accounting principles is required.
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Jay Kimelman, CPA, is the Director of Technology and E-Commerce Lead for High Rock Accounting, a leading tech-forward accounting firm. Previously, Jay was the Founder and CEO of The Digital CPA, which was acquired by High Rock in 2021. He helps accounting professionals leverage technology to build efficient, profitable practices. Jay is currently a National Xero Ambassador and previously sat on Xero's partner advisory council.Jay earned a B.S. degree in Accounting from the University of South Florida in 1990. He became a CPA in 1996, working in accounting leadership positions through a variety of industries before striking out on his own.
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