Posted on

The $600 Shed that really cost $4,000

Garden shed being erected at Windale investment property - office admin courses - Advanced Xero Projects Course

House renovations and improvements are interesting projects which need good project management skills. Several years ago I had to erect a shed for a tenant and to show how naïve I was about building back then I just saw a nice sized shed advertised for $600 and thought that would do the trick – good size and nice and cheap.

Job Tracking, Projects in Xero, MYOB AccountRight & QuickBooks Online Training Courses to report profits for tradies and builders - garden shed

Luckily I had a friend who was much handier than me and some staff who could help with the project.

Job Tracking (in MYOB) and Projects in Xero is a system where you can allocate job numbers to transactions and then run reports to show the income and expenses that relate to that job number. Seems pretty simple right?

The problem with proper project and job tracking is that it involves many people making sure that they use that job number. Not just office admin staff but the trades people who are working on site need to keep track of every aspect of the job.

tradie pouring concrete for concrete slab for garden shed - project and job tracking in cloud accounting bookkeeping training courses (Xero, MYOB, QuickBooks)

In this case study you’ll see how the trades people going to Bunnings to buy screws and wood for the concrete slab need to keep track of their expenses, just like the tradies who picked up the 10 bags of cement from the depot.

A tricky transactions was when they needed the help of another staff member to come and help put the roof on the shed. This person had to come from another work site, spend 30 minutes helping and then driving back to the other site – it was 1.5 hours of time that needs to be tracked as an expense!

Learn Job Tracking in MYOB and Projects in Xero

Learn how to manage the income and expenses for job tracking using both MYOB and Xero in The $600 Shed Case Study with the Advanced Xero and MYOB Courses. Read other blog articles relating to Xero Projects.

Combine these skills with good credit management skills and you can ensure that your business doesn’t lose money when working on small or large projects for clients.

Posted on

Advanced Xero Training Course Workbook for Cashflow, Budgeting and ROI is now available for Immediate download

Advanced Certificate in Xero Cash-flow, Reporting, Budgets, ROI and Credit Management

This Advanced Xero training workbook BUNDLE follows on from the BAS course case study of Jerry’s Messy Startup and continues Jerry Lames small business endeavours for The Next Quarter.

You’ll learn how to import transaction data for 3 months of bank statement activity and produce advanced financial reports to learn about and interpret the financial results for his business.

Advanced Certificate in Xero Cash-flow, Reporting, Budgets, ROI and Credit Management

This Advanced Xero Course workbook goes deeper into understanding the financial results of bad business decisions on cashflow and credit management. Many small business owners use all of the money in their bank account because they see it is there and available to them when they can instead chose options that help their cashflow.

Jerry uses digital marketing to find clients for his various businesses and in particular uses HiPages to attract leads. HiPages is a project bidding site just like Airtasker, Bark and ServiceSeeking and this case study looks at whether you are better off getting your own website and using Google Ads to attract people to your business directly.

I’ve written about project bidding websites a few times in the past and am not a huge fan for various reasons. See some of the articles I’ve written about project bidding websites.

Don’t get me wrong, project bidding websites are handy and cheap compared to creating your own website and running Google Ads campaigns but the main winner is the project bidding websites themselves.

Bella interviewed some EzyLearn course graduates and one of the interviews with Jo-Anne, a Registered BAS Agent in Melbourne, revealed a great way to use Bark.com when you’re starting a bookkeeping business.

In this case study Jerry buys a small warehouse for his business so he doesn’t have to bring clients to his house and we explore alternative ways that this “capital purchase” could have occurred.

Buy your copy of the Advanced Xero Course in Cashflow, Budgets and Return on Investment Workbook

Posted on

Is Jerry Lames Next Quarter Normal?

Quarterly revenue and profit growth - business admin training course decisions - master financial reporting using Quickbooks, MYOB and Xero Courses

I wrote about the messy startup for Jerry’s new business venture. It is used in the BAS Courses for QuickBooks, MYOB and Xero and in The Next Quarter case study you’ll see the results of Jerry’s business decisions and how some of his financial transactions have turned out.

You’ll get enough information from the financial reports to advise Jerry how to make future decisions for his business – particularly when it relates to cashflow, credit management and purchases.

In The Next Quarter Bookkeeping Course case study we look at Jerry’s financial reports and start to keep better track of income vs expenditure as well as better ways to use his money (like buying assets vs paying off loans).

Jerry will also have the knowledge to make product and services decisions because he’ll know what is selling well and where he is making more profit.

Xero Advanced Certificate Training Course cashflow-forecast-charts-reporting-budgets

In The Next Quarter we look at how his business gets discovered online and what other digital marketing options are available to him.

We explore whether he should continue to use a project bidding site like HiPages or focus on getting more traffic to his own website.

Ultimately, no matter which digital marketing medium you use you’ll want to strengthen your sales skills to learn how to identify ideal clients and turn them into customers. At the same time you’ll want to learn how to help clients who are not ideal.

Cashflow is critical for the survival of a business. It’s like the blood pumping through the veins or the air going into and out of the lungs and without enough positive cashflow you don’t have a business that can survive.

This case study is used in our Advanced Certificate in Xero Cashflow and Financial Reporting Course.

Posted on

The Xero BAS Course takes 5 hours

MYOB GST, reporting and BAS training courses

People often ask “How long does it take to complete a Business Activity Statement” but there are several different correct answers to that question.

If all your transactions are entered correctly in your accounting software and your bank account is reconciled the BAS Lodgement takes a matter of minutes.

The hard work is often completed by bookkeepers who do the daily data entry or the catchup bookkeeping to make sure all the data is captured. This task can take days or even weeks!

If you want to save money you can lodge your BAS yourself and use our BAS Course workbooks to learn how to do it.

Advanced Certificate in BAS and Financial Reporting Training Course - introduction to Payroll using Xero Workbook

Advanced Xero Training with the BAS Course Workbooks

Learn how to lodge your BAS, including simple payroll wage payments using our Xero BAS Course training workbooks and sample data.

We use Jerry’s Messy Startup case study and you will be his bookkeeper to make sure everything is accurate for lodgement.

It is assumed that you know how to perform daily data entry and bank reconciliations using Xero.

The tricky part of lodging Business Activity Statements is making sure you get the correct tax codes for GST transactions and payroll. If you get these codes wrong you could end up paying less tax to the ATO than you are supposed to or even underpay your staff.

BAS Courses for BAS Agents

The difference between a BAS Agent and a junior bookkeeper is the compliance requirements to make sure they get it right. A BAS Agent has a duty of care to ensure that the correct tax codes are used and the Cert IV in Bookkeeping and BAS Agent skillset courses (which are Nationally Accredited) take students through the legal framework around compliance.

When a Registered BAS Agent provides these services as a contract bookkeeper they are providing a BAS Service and that is administered by the Tax Practitioners Board.

A BAS Agent is trained but more importantly insured to ensure they get the information 100% correct – otherwise they can be sued. That means they have to have Professional Indemnity insurance to provide BAS Services to clients.

If you want to start your own bookkeeping business and provide BAS Services you need the Cert IV in Accounting and Bookkeeping Course.

You don’t need to complete a Cert IV in most circumstances

In most circumstances where you are completing the BAS as an employee you will be working under the supervision and direction of the business owner, business manager or the bookkeeper or accountant for that business.

Students who enrol into our BAS Courses simply want to know how to perform these tasks using accounting programs like QuickBooks, MYOB and Xero.

See the BAS Courses for Quickbooks, MYOB and Xero

Posted on

Can you process Payroll manually? You sure can and the ATO will help you

ATO Weekly tax pay table for BAS & Financial Reporting Training Courses

You don’t need to subscribe to expensive accounting software like Xero if you only have one or two staff members. Business owners have been processing payroll manually for years and these basics are taught in our BAS Course with the Ad hoc payroll spreadsheet.

I was speaking with a hairdressing salon owner last year and she mentioned that she uses the manual weekly pay tables provided by the ATO and a spreadsheet program to pay all her staff.

We use these pay tables to introduce students to the foundation concepts about payroll.

Advanced Certificate in Payroll Training Course includes MYOB, Xero, QuickBooks, Square Team, Deputy, TSheets

Every business owner collects GST and taxes on behalf of the ATO from the money they pay their staff. This money is a liability payable to the ATO as part of their quarterly or monthly Business Activity Statements.

As part of the BAS Course you’ll be introduced to the process to enter payroll transactions as journal entries.

It’s a great introduction to basic payroll skills and leads beautifully into the Advanced Certificate in Payroll Courses using QuickBooks, MYOB and Xero.

Posted on

BAS Course and Financial Reporting training by rescuing Jerry’s messy startup

Jerry profile startup course and social media marketing for small business entrepreneur

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

This course is designed for students or workers who already have an understanding about data entry for daily financial transactions, credit management and bank reconciliation.

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.

This BAS Course case study is available to help you learn BAS and Financial Reporting using QuickBooks, MYOB and Xero.

Posted on

Advanced Payroll Training Workbook BUNDLE NOW available to purchase separately

Xero Advanced Payroll Training Course Workbook BUNDLE on Sale now

I wrote about our case study in the Advanced Payroll Course and now happy to announce that you can buy this training workbook separately.

When you buy one of our Xero Training Workbooks you get them instantly as a downloaded PDF file.

You can print it out and bind it at Officeworks or just open it up on your screen.

You can use the training workbooks on any device including a tablet or mobile phone but it is always easier to work with on a desktop computer or laptop.

Some students prefer to learn using the workbook and performing the practical tasks in them. This Xero Advanced Payroll Course Workbook BUNDLE includes extra training workbooks in

  • Single Touch Payroll (Phase 2) and
  • Processing Termination Payments.

See what EzyLearn course graduates say

Graduates across Australia love EzyLearn course because they are thorough and inexpensive and cover a wide range of skills.

EzyLearn Office Admin Course student testimonials

Watch our video interviews and see what they have to say

How do you learn payroll?

A comprehensive training course and certificate includes many different learning resources, including:

  1. Instructional videos
  2. Practical case studies
  3. Training manuals and workbooks
  4. Assessment questions
  5. Online support

An online course with EzyLearn is more than just a handful of videos of someone speaking to a camera. Our instructional videos actually show you how to perform the tasks performed in our practical case studies.

The case studies are carefully created to teach you by taking you on a learning journey starting with basic beginner level tasks and progressing to more advanced topics later on.

Learn more about how we deliver online courses and support students to learn Payroll

See the Advanced Payroll Course workbook and buy online now.

Posted on

Forms, Forms and more Online Forms!

Creating Forms in the Microsoft Word Intermediate course for Microsoft Office admin training courses - EzyLearn

Do forms frustrate you? I’ve come to learn that forms are critical to organise and systemise a business. They’re an orderly way to collect relevant information for the different admin tasks of a business.

Without forms you’ll have a messy filing system or an Inbox that is so full of confusing information that you’ll spend half your time just looking for thing!

Different uses for online forms

checklist for job interview questions for bookkeepers

We use forms for tasks like:

  • Enrolling into an online course
  • Customer feedback
  • Online course enquiries
  • Surveys
  • Free training course samples
  • Requesting a certificate
  • Joining one of our Career Academy services

When you think about forms the concept is pretty simple really – you just use a program like Microsoft Word to create a form and then hand it to your clients to fill in, right? WRONG

Most forms are completed online these days so you need a specialist form builder that enables you to collect the information from anywhere (usually your website).

Online form builder benefits

Using online forms in your business means you don’t need to do the data entry, your customers do. This makes the information accurate and takes away unnecessary work for your staff – and that is called productivity. It also makes it easier to get that information into other software programs used in your business.

Xero became a massively successful bookkeeping program because of the hundreds of software programs that integrate with it. Learn about some of the popular Xero integrations. Integrations enable information to be shared between different software programs.

Using an Online Form Builder enables you to do the same with information that is collected using your form.

Microsoft Forms Training Course - Build online forms for surveys, orders, opinions etc - Learn with EzyLearn Career Academy

Microsoft Forms is an online form builder that enables you to

  • create forms for anything,
  • embed them into your website and then
  • enable support and admin staff to access this information from anywhere.

The Microsoft Forms course is included for free with the Microsoft Office Academy training course package.

Typical Online Form Scenario

A typical use for online forms is:

  1. Collect customer details
  2. Sending the mobile number to an SMS authentication service
  3. Once authenticated, sending those client details to an email marketing system like MailChimp
  4. Have an email sent to an email support ticketing system (like Zendesk)
Posted on

Microsoft is pushing McAfee down my throat

McAfee warning on new Microsoft Windows Laptop popping up all the time - Master Microsoft Office online courses

I bought a new laptop recently and one thing is frustrating my like crazy. It’s only a small thing and easy to just click away but how many times do I have to do it!?

The ads for McAfee protection is what I’m talking about and I thought that one click to say “No, thank you” would be enough but it keeps coming up and it looks scary.

Microsoft partner with thousands of companies to leverage their command of the operating system market but how bad can this get? It’s enough that they are pushing their new “same as Chrome” browser to compete with Google Chrome but here are some of the examples that just keep popping up.

Surely new Windows Laptop buyers shouldn’t have to deal with this every day or so!

McAfee warning on new Microsoft Windows Laptop popping up all the time - Master Microsoft Office online courses
First message which appeared on new Windows Laptop from Dell
Last change or Accept the risk
Time is still running out
Another 4 days? Seriously?
How can you be allowed to add the McAfee extension to Google Chrome!!

Maybe it’s Dell I should be complaining about?

The laptop I purchased is a Dell and you can see that McAfee is recommended by Dell in some of these messages.

What you should realise is that I have NEVER clicked anything to say I consent to these message or want to use McAfee but they keep appearing.

The worst part of this saga is that McAfee now appear to have installed itself as an extension in my Google Chrome browser!

If there is a Government body or some organisation that allows you to vote to stop this constant bombarding of advertising messages please let me know because this is just over the top.

We seems to simple go with the notion that we should just accept these ads and just swipe them away but doing so is like swatting flies away around a BBQ in the middle of summer.

Master Microsoft Office with online training courses

Microsoft-Office-Academy-Beginners-to-Advanced-Training-Courses-in-Word-Excel-PowerPoint-and-Outlook-EzyLearn-Online

Microsoft remains the market leader for office productivity software and their flagship software programs are mandatory skills in most office support and office administration jobs. These programs are:

  • Microsoft Excel,
  • Microsoft Word,
  • Microsoft PowerPoint and
  • Outlook.

Master them all in our Microsoft Office Academy Course Package. It includes beginners to advanced skills in all these programs and include

  • instructional videos,
  • exercise files to practice with,
  • training workbooks with practical exercises
  • business case studies and scenarios

Discover our Microsoft Office Courses

Posted on

Xero reveals gaps in it’s own software

Learn how to use Xero and MYOB with online courses

It’s annual report time again and Xero just released their annual results. I always find their annual presentation fascinating because they reveal a lot of visual information about the small business market that they sell to.

Small businesses that employ 1-20 staff are the majority of their users so learning how to use Xero means that these companies will be your employers.

The annual report and presentation also reveal gaps in their software and one interesting one that I’ve written about before is inventory.

Xero has basic inventory for businesses like a telephone sales and support business in our Xero course case study but not for serious retailers.

Master Xero with the Xero Complete training course and find work with small to medium employers.

Posted on

Microsoft Excel skills are important this time of year

Microsoft Office Excel Online Advanced Training Course - pivotTables, vlookup, MAtch, nested functions

Are you finding work quiet this time of year? We’ve just been handed down our budget and emails are starting to fly around showing what it means to us.

Its the time of year where we find out how well we’ve done financially. It’s the time of year where workers will see how much they can borrow to buy property in the 2025 financial year and where they need to cut back.

Most of this financial information will be worked out using Microsoft Excel.

Continue reading Microsoft Excel skills are important this time of year
Posted on

This is the cheapest way to learn Xero and Microsoft Excel

EzyLearn Online Course Training Manuals and Workbooks for MYOB, Xero, Excel, Office, Word, QuickBooks Online

Most people like to watch some videos about how to use Xero or Excel and then try to replicated it. This works well when exercise files are provided to help you practice. This is particularly important when you get into the Intermediate Excel training where you learn skills like formatting and formulas.

EzyLearn Online Course Case Studies real world scenarios examples for Xero, MYOB, Excel, Digital Marketing Courses

When learning bookkeeping using a program like Xero it’s important to follow along using case studies. Case studies provide a learning journey to help you understand not only how to use Xero but why certain tasks are done.

Xero Accounting Training Course Manual & Workbook - Data Entry, Accounts Receivable & Payable-sml

Our Complete Xero Course includes all learning resources and support but not everyone can afford them (even though they are competitively priced for what you get).

If you want to learn Xero and Excel and don’t have a lot of spare money then purchase our training manuals.

The Xero Course for daily transactions and beginners to advanced Excel course workbooks are available for sale separately.

Posted on

Tradies are winners in the 2024 budget

Tradies can learn MYOB and Xero to manage their credit, cashflow and GST BAS tax in online courses

Tradies are the critical workers in the Australian property market. They’re responsible for new home builds as well as renovations and extensions. Since Covid they have been in hot demand and one builder I spoke to said he use to advertise and not even get one response since Covid.

They also run some of the most complex businesses and need the help of bookkeeping software like MYOB and Xero, particularly where it relates to Project or Job Tracking.

In the 2024 Australian Federal Budget they got some good news.

Continue reading Tradies are winners in the 2024 budget
Posted on

Which of these jobs do you want?

Who cares if you have an Advanced Certificate in MYOB and Xero - Online Xero & MYOB courses with practical tasks - EzyLearn

We’ve just updated our Job Outcomes page to showcase some of the jobs that EzyLearn students apply for. Most of our graduates are looking for Office Admin or Business Admin jobs but others want to start their own business.

MYOB and Xero Courses along with Microsoft Office form the foundation software skills required to perform these jobs but one of the most overlooked roles is that of a Receptionist or Customer Service person.

Advanced-Certificate-in-Business-Administration-Training-Course-Finding-and-Getting-Your-Ideal-Clients

There is a huge responsibility in being a receptionist because in many ways you need to know a lot about various parts of the business and the right employees to refer callers to. Imagine you have just started a receptionist job and you can people calling all day long about accounts, sales, technical issues and how their project is progressing!

Now imagine you are running your own small business as a remote contractoryou have to know it all!

Explore the Job Outcomes page and let me know if you think we should be adding anything to one of the job types.

Posted on

Thriday slyps past Xero directly to NAB Bookkeeper trial

NAB Bookkeeper uses Thriday to Fight Xero for tax obligations and reconciling

The one thing I’ve found fascinating in accounting and bookkeeping is watching technology companies try to win clients. I’m not just talking about the special offers, features and pricing but how they use technology to make bookkeeping seamless – to replace some of the bookkeeping tasks!

The most recent event I’ve witnessed is NAB bookkeeper service that has a six month free trial and is $20 per month thereafter. 

NAB, CBA, ANZ and WBC Slyp under Xero to provide smart receipts before Hubdoc gets them - Learn MYOB, Xero, QuickBooks to find accounts jobs - EzyLearn

When you read the fine print it is revealed that Thriday is the technology behind NAB bookkeeper. After a bit more research I discovered that they want to capture a massive part of the micro and small business market by reducing the business administration tasks.

I’ve written in the past about how NAB use Slyp for for smart repeats and this is another example of a technology investment aimed at helping small business owners replace the cost of accounting software and even having to have a bookkeeper. 

Friday is a service that uses technology to combine data entry from transactions with your actual bank account. One of the biggest challenges for small businesses it’s all the data entry involved to reconcile their accounting software like MYOB and Xero to the actual bank statement.

This represents the majority of bookkeeping jobs and can be learnt in our Beginners Certificate in MYOB and Xero.

We are a long way from the majority of businesses using Thriday, Hnry and services like Slyp but with their laser focus to help to eliminate the data entry and time wasting admin tasks and inaccuracies it is good to be aware of these companies and their technology.

The big question now for companies like Xero is can they continue to increase the monthly cost of their subscriptions when services like NAB bookkeeper a targeting the time costs inaccuracies of doing your bookkeeping. 

Perhaps in the future bookkeepers will have to focus on customer service, sales and more of office administration type tasks as well as simply reviewing the data and financial reports and information that are created automatically by services like NAB Bookkeeper.

Is this how artificial intelligence will replace manual labour by Australian bookkeepers