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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.

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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.

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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)
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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

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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.

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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
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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.

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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
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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.

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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 

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Congratulations! What’s next?

EzyLearn Office Admin Course student testimonials

Is your name on this list?

I want to thank the following students for choosing EzyLearn and graduating from their Office Admin and Bookkeeping short courses.

At this point we don’t speak with some students again because they have the new skills they want and they use them to find work or do better in their jobs. That is a sad part of the training business for me.

Some students take advantage of our Career Academy services and stay around to get exposure to employers and other students.

Continue reading Congratulations! What’s next?
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Do You Need a Bookkeeper or an Accountant? Or Someone Else?

find a good local bookkeeper

There are many finance professionals — who does your business need?

find a good local bookkeeper
Does your business need a bookkeeper, accountant or perhaps just a BAS agent – or a little bit of everyone?

WE’VE MENTIONED PREVIOUSLY THAT finding a bookkeeper, when you may not know much about bookkeeping, can be a difficult task.

In fact, a lot of new business owners assume their accountant will take care of everything for them, which may be costly if their accountant has to perform a year’s worth of bookkeeping in order to file the business’s tax return. But bookkeepers and accountants can work harmoniously in your business.

As a general rule, every business needs at least two finance professionals working on their business accounts, but which two professionals you’ll need to hire depends on your business needs. If you’re not sure who you need to hire for your business, here’s a cheat sheet to help you out.

Bookkeepers (not registered with the TPB)

An independent bookkeeper not employed by an accountant and not registered with the Tax Practitioner’s Board (TPB) may only perform basic bookkeeping services, such as the

  • entering of receipts,
  • coding financial transactions,
  • generating invoices and purchase orders
  • accounts receivable and accounts payable

If you hire this type of bookkeeper, you’ll still need an accountant.

BAS agents

BAS agents must, by law, register with the Tax Practitioner’s Board (TPB), which certifies that they are qualified and have completed the necessary continuing education requirements to perform the tasks of a BAS agent, which involves carrying out most of the bookkeeping tasks mentioned above, in addition to preparing and lodging business activity statements on a business’s behalf.

If your business is registered for GST, you will need to file regular activity statements. If you hire a BAS agent, you’ll also need an accountant. In some instances, you may find a BAS agent who’s also a registered tax agent and vice versa, who may be able to take care of all your taxation needs.

Tax agents

Although tax agents, like BAS agents, must also register with the Tax Practitioner’s Board (TPB), a tax agent is focused on income tax — how much income you have to declare, how much you can claim back, etc.

This is distinct from a BAS agent who is concerned with the day-to-day financial tasks of your business (bookkeeping and BAS lodgements). That said, some tax agents will also perform some the basic bookkeeping tasks on a regular basis, though they primarily specialise in lodging tax returns.

If you’re not registered for GST, and your tax agent will also perform regular bookkeeping tasks (or you can do it yourself), you may not need to hire an accountant. In some instances, you may find a tax agent who’s also a registered BAS agent and vice versa, who may be able to take care of all your taxation needs.

Accountants

An accountant is mostly concerned with planning and strategy. Unlike bookkeepers and BAS or tax agents, an accountant will assess and advise you on what actions you should take to maximise your income. Great accountants will get involved with planning the direction of your business and ensure it’s been structured properly and that you’re meeting any additional tax obligations.

They’ll also help you to make strategic purchases for equipment and machinery, and work with your BAS agent or bookkeeper to ensure these decisions are reflected in your daily financial records. An accountant is also able to prepare and lodge tax returns on your behalf.

How much should I pay a bookkeeper?

Check out the National Bookkeeping Directory, which features the details of bookkeepers, capable of doing data entry and clerical tasks, through to high-level accounting work as undertaken by BAS agents, accountants and CFOs.

You can also see the National Bookkeeping rates page to find out what level bookkeeper your business needs.


cashflow reports in xero and excel

Our Xero online training courses include EVERYTHING for ONE LOW PRICE. Furthermore, if you select our Lifetime Membership option, you’ll have LIFETIME access to our ongoing course updates. All EzyLearn courses are accredited by the Institute of Certified Bookkeepers (ICB) and can be counted towards Continuing Professional Development (CPD) points. Find out more about our Xero online training courses. 


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Who do you trust less? Microsoft, Mailchimp, Google or Apple?

The features that each of these companies provide is invaluable for businesses. We can’t do without most of them in some way and when they started you, like me, probably turned on all the features and opted into their “labs” to test out new features. Then things changed.

These companies are now mature and they command respect as market leaders. Their financials are also very healthy because they’ve managed to monopolise some aspect of their market. These are some of the things that has happened to me over the years, has this happened to you?

Continue reading Who do you trust less? Microsoft, Mailchimp, Google or Apple?
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Is Microsoft using Antitrust Techniques to Beat Google using AI

How is Microsoft and Bing Competing against Google using AI - Online Business Training Courses

I’m a Google fan, from the simplicity of using most of their software programs to their low cost services I’ve always loved how they compare to Microsoft who charge a licence fee for their software.

But once upon a time I was a Microsoft fan because of the low cost model they had compared to Apple.

I’m watching this Artificial Intelligence race with interest (everyone on Linkedin is commenting about it) but I noticed something recently that shocked me.

Continue reading Is Microsoft using Antitrust Techniques to Beat Google using AI
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How to earn $50 per hour

Learn bookkeeping with MYOB and Xero courses to earn money as a virtual assistant and remote tutor with EzyLearn

Are you earning $50 per hour at the moment? If you aren’t it can seem almost impossible to believe that you could, particularly when you look at your boss and imagine yourself asking them for a pay rise.

I searched online to see who earns $50 per hour and most of the search results in Seek and Indeed showed up saying you have to be a doctor, pharmacist or HR Manager but bookkeepers earning this much regularly.

Continue reading How to earn $50 per hour