Have you noticed the social media ads for Reckon, MYOB and Xero? It’s 2 months out from the end of financial year and it’s interesting to see the comments on Facebook to the ads of these companies.
They all have different marketing messages. Which one would you choose?
Learning how to use Xero for specific tasks is easy. There are dozens of videos that you can watch for free on YouTube and they are good for “JIT Learning” – Just In Time Learning. If you want to get a thorough and detailed training about how to perform bookkeeping using Xero you need to learn how to perform all the bookkeeping tasks.
Most people like to watch training videos about how to use Xero or Excel and then try to replicated it.
But once you’ve watched 3-4 videos you get the feeling that you should be using the software. You’ll also start to realise the benefit of a course that contains all the sample data and exercises to help you learn bookkeeping.
Office admin workers are the key employees which keep every business running, large or small. They perform the tasks required to keep some form of order and record keeping for the business and without their assistance everything could turn messy quickly.
There is a celebration in a small number of countries for these works and it is often known as Secretary’s Day.
It is an opportunity for bosses or managers to give gifts to their secretary’s and some common gifts tend to be gestures of appreciation that are relatively easy to give in a workplace setting. These often include:
The Bookkeeping Academy is designed for anyone who wants to enhance their knowledge and use of technology to manage the financial aspects of their business.
As a business owner this gives you a low cost educational and support resource to help you use technology to become more organised and efficient in the administration aspects of your business.
Ongoing Course Access and Support
This membership gives you ongoing access to EVERY course that you have ever enrolled into (since January 1st 2013) with EzyLearn – this includes all
updated training workbooks,
educational videos and
exercise files.
We update our training materials regularly to keep up with changes in features, compliance requirements and navigation changes made by the major software vendors.
Specialisation for Certified Bookkeeping Assistants
When you specialise you demonstrate your commitment to a deeper level of understanding about certain Bookkeeping Assistant tasks. This knowledge ensure you are more productive for your employer or client and can help them use technology to better manage their business.
Reconciling Your Accounts Daily Gives a True Picture of Cash Flow
The king was in his counting house, counting out his money… small businesses as well as large can get a true financial picture with daily reconciliation.
For a lot of business owners, just the thought of reconciling their accounts once a month is enough to make them go weak at the knees, never mind every day.
Some business owners feel that bank reconciliation is wasted time that doesn’t bring in revenue, yet there are plenty of contract and remote bookkeepers who work for their clients each week, and some that work every day for the same client, reconciling their accounts and providing other vital bookkeeping services.
And they’re not just big businesses whose accounts are reconciled daily — plenty of small businesses do so too.
In fact, with so many small businesses going asunder due to cash flow problems (often stemming from a lack of procedures in place for credit and debt management) it can be not only a cost-saver but a potential life-saver to your business.
Some of the most challenging bookkeeping work is catchup or rescue bookkeeping. When there are 3 months worth of transactions of all different types and you need to
enter the data,
reconcile the bank accounts and
make sure that the tax, GST and payroll data is accurate –
You’ll work with 3 months of data and end up producing financial reports to help Jerry be compliant with the ATO for GST as well as his payroll PAYG obligations.
You’ll also give Jerry some useful insights into his messy business using financial reporting.
You are legally permitted to provide BAS services provided you are under instruction from the Business Owner, the business accountant or a registered BAS Agent.
BAS Services include Payroll and Superannuation calculations
Completing your BAS gets tricky with partial GST expenses
Data entry for historical transactions is what takes the most time when completing the BAS
When we were using our old enrolment form I was alerted about the option to migrate to using Stripe instead of PayPal.
At the time I wondered why a software company that makes online forms would encourage all their users to migrate away from PayPal – the company that Elon Musk started. Now I can see why.
Don’t get me wrong, there are plenty of great features that PayPal offer, including:
PayPal Pay in 4
Cashflow lending
low cost ePayments gateway
The problem we’ve noticed is that once a payment has been received the system that we’re using often doesn’t get the correct notification of a successful payment for that order.
It started with our Wufoo form builder several years ago, but recently it has happened for some students who use PayPal for their payments.
AI Driven Customer Service, VERY Average PayPal
As a result of a recently missed payment a student requested a refund and the whole process for this has changed as well. In fact it was clunky and awful to use. So bad that we found ways of trying to reach out and ask a question to a real person.
We also wanted to know how to rectify the payment notification issue and came across a VERY awkward support system that wanted to just brush it’s hand of our enquiry!
The PayPal AI support assistant didn’t appear to understand English
We offer a 30 day money back guarantee and have since we first started offering online courses in MYOB and Xero and Microsoft Office. Early on this offer was important because some students didn’t know if they would be able to learn online. Now it’s to ensure that students are completely happy with their online learning experience.
I’ve received some negative feedback this week, but it’s not as bad as you think.
When I say negative it means that we did something that needed correcting. I think a lot of people take any negative feedback as a personal attack but I’ve come to realise it is a HUGE BONUS when someone actually reaches out to tell you what they think – but you need to do something about it.
I love hearing from our blog subscribers and students PARTICULARLY if it helps us improve and do a better job.
Dani, if you are reading this, you made us act on our digital marketing using MailChimp!
I think Mailchimp has become a bit of a rip off to be honest. They’ve figured out exactly what people like about their email marketing software and created “upgrades” for anyone who wants to use them.
When anyone requested our free training course samples we use MailChimp for our AutoResponders – messages that are sent automatically at pre defined intervals.
Here is an example of an AutoResponder series (or what MailChimp call a Journey).
Person subscribes to your list (Mailchimp now limit your lists to 3)
Send a Confirmation message which includes details about how to access our Free samples.
Wait one day
Sent a message about our learning journeys
Wait one day
Send a message about our past students and testimonials
Wait 3 days
Sent a message about our Bookkeeping Academy
All of those 8 steps were part of ONE Journey Automation (AutoResponder) but then Mailchimp limited the number of Journey points so we got rid of the “Wait one day” steps.
Example of a customer journey in MailChimp
Mailchimp realised that their users were creating lots of automated marketing messages (Journeys) so they included this ability in a more expensive “upgrade” plan. Anyone who used them previously were simply TRUNCATED and left to waste!
It resulted in 3 emails being sent automatically and Dani thought that was a complete overload and very SPAMMY.
There are alternative email marketing software programs and one that still enables you to create long journeys is Aweber.
Many other students probably thought the same but because you wrote it down and made us realise how bad it looks, we acted on it!
The messages come out regularly and are spaced with a day or two in between them.
The RESULT
We’ve now created many different journeys and separated the dates to make sure that the messages you receive when you request our free Xero Course samples for example are spaced out evenly.
Master Microsoft Excel one step at a time with the guidance of:
Training Workbooks
Excel Course exercises
Instructional Video Tutorials
Practical tasks used in Office Admin jobs
Knowledge reviews
Excel Course Certificate
Support
Don’t pull your hair out or cry in frustration because you lack some skills and confidence to work with Excel spreadsheets.
Don’t get angry because you struggle to create a spreadsheet from scratch that performs the calculations you need or shows your information in meaningful, concise reports.
Don’t LOSE YOUR MIND because you can’t get charts to look the way you want them to!
Follow the “ultimate learning journey” so you learn Microsoft Excel by performing small exercises one step at a time.
We’ve combined printed workbooks, exercises files and video tutorials so that you just need to watch and then do.
It includes 9 x half day short courses that take you from beginners Excel to Excel Advanced Certificate.
The courses are carefully and lovingly designed to take you on a learning journey where you’ll
learn new skills,
reinforce those new skill using the Excel course exercise files and case studies and then
progress to more advanced functions.
The Excel course manuals (which are available separately if you want to save money) include step-by-step tasks and the Instructor video tutorials show you exactly how to do it – you can repeat them as often as you want to.
There’s lots to do when businesses engage a new worker. As an employer, you’ll be busy going through the onboarding process and showing your new employee the ropes, but there are other important things to do when you add a new member to your team.
Keeping accurate records complete with the right information is essential for businesses to maintain, and that means updating and adding data when engaging a new worker. Here are some things to keep in mind as you go through this process:
This Xero course is the most popular with job seekers and business owners because it gives them the training they need to do almost anything using Xero. These are the course topics:
The Complete Xero Course takes most students 3-4 weeks to complete but you can learn it at your own pace and in your own time.
12 months or LIFETIME access – your choice
Enrol at our original enrolment website and you can learn everything about Bookkeeping using Xero with LIFETIME course access.
This includes all additional content we create and updates to training material. It also includes access to EzyLearn ANSWERS!
If you want the cheaper option you can enrol into the course here with 12 months course access and support.
Join us as a Tutor
If you have industry experience AND you complete our courses you can also become an EzyLearn Tutor.
As an EzyLearn TUTOR you become our partner and work part time, while also earning an income online as our affiliate – this is just one of our Career Academy membership options for students.
Enquire with us today and get the FREE Xero course sample – as well as Microsoft Office and Word training!
Frequently Asked Questions and Answers
If you have any other questions you’ll find answers to most of them at our FAQ’s.
Here are just some of the most common questions and links to their answers.
Feel like you need a little something extra? Have you reviewed your life in 2024 and thought “I need to do more”?
I reviewed our membership programs and in particular the tutoring programs and we’ve tweaked them to help you perform better.
After you complete a course with us you are welcome to join one of our Career Academy programs to
get more experience,
get discovered for work online and
earn some extra money.
The training in our EzyLearn Tutor package teaches you how to speak with clients to find out what they need.
This is called qualifying and I’ve found it one of the best ways to help every person you speak with – even the ones you can’t help personally!
The Sales and Customer Service course is included in the EzyLearn Tutor program and it is one of the best tools to help you both win new clients AND build a referral network.
If you want to do more in 2025 explore our Career Academy options and reach to see which one suits you the most.
The range of skills and software knowledge for office and business admin employees is widening as they perform more and more of the daily tasks for each business.
A bunch of videos on Youtube or even Udemy is commonly called a course these days so Xero course prices vary widely. Some training company providers create interesting “accreditations” to lure students. In the end you get what you pay for and a real course involves you doing the work for a business – that’s the power of case studies.
Mentor Education advertised heavily and sold lots of courses and most of their students thought they could trust Australia’s accredited training framework – that didn’t end up being the case for thousands of unfortunate students.
Accounting automation has been a buzz word for several years but it now seems to be maturing when NAB and other major banks start promoting their automation features.
Payroll is a very complicated job to manage. It is important for all of our livelihoods and it’s a significant cost and time consuming task for businesses. It goes from hiring staff to tracking their every working hour, lunch break and sick day and more of these tasks are being combined into one software platform rather than a suit of software programs.
We offer free samples so you can get to know us and we get to show you the work involved in creating a proper course with practical tasks and business case studies. There are lots of free samples available so check them out.
Microsoft Excel is such a versatile program that it remains in strong demand even though specialist programs come along to try to make things easier. We have some free samples and hundreds of Excel exercise files that you can open and use to learn Excel.
Intuit bought MailChimp and we delved deeper into the world of email marketing software and how much these companies charge for their software. It’s far more lucrative than accounting software because they charge more as your subscribers increase. This will be an industry to watch in the coming years.
Xero course workbooks now for sale
It was also the first year we started selling the full range of Xero Course workbooks and exercise files. In these challenging financial times it is a cheap way to learn how to use Xero.
Have you ever been in that situation? There’s lots going on and you have a lot on your mind yet you just can’t think of something to say? It’s like that with content marketing too.
It can be challenging but if you are in sales and marketing you MUST find something to say.
I was reviewing some of the recent updates to our Mailchimp Course for Email Marketing and realised that most content marketing is based around what is happening at the business.
It might have something to do with suppliers or products and changes to features or it can simply be about a success story or what one of your clients did.
When the Mailchimp course is ready it will be available at a discounted price to our Bookkeeping Academy members and can form part of your CPD Points.
PS. A new member recently understood how affiliate marketing works and was able to earn someone money just by referring someone to our courses. We’d rather pay you for introducing a new client than give the money away to Google Ads to get new students!
I must admit that I have written a lot about email marketing lately and it’s ever since Intuit bought MailChimp and our monthly bill went up and some of the features were stripped out.
I then heard about Aweber increasing their prices massively and thought there must be something at play in the world of email marketing software.
The most disappointing part about what MailChimp has done is that they’ve stripped back the ability to create more than 4 automations unless you upgrade to a higher plan.
Everything about MailChimp is screaming out MORE MONEY, MORE MONEY, MORE MONEY!
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Xero is a great bookkeeping program for tradies who are on the go and using their phones (or a tablet) all the time. From receipts scanning to creating quotes and invoices, receiving payments and keeping track of project costs.
bookkeepercourse.com.au/produ…
