Advanced Xero Personal Training AUSTRALIA

I’m looking for an experienced Australian Xero bookkeeper/accountant to provide practical, one-on-one training using my own Xero organisation. I want to move beyond basic data entry and become confident managing the day-to-day bookkeeping, payroll, compliance and financial reporting requirements of an Australian AV, security and electrical contracting business. ### Training Format I would like **4 × 1-hour live training sessions per week**, conducted via screen share. The training should be hands-on and performed inside my own Xero file wherever practical. I want to understand not only which buttons to press, but also **why transactions are treated a certain way, how to identify mistakes, and how to correct them properly**. I will record the sessions for my own future reference, so I’m looking for someone who can explain processes clearly and methodically. ### Areas I Want Covered **1. Xero Fundamentals & Correct Setup** - Reviewing and improving the Chart of Accounts - Correct account coding and tax rates - Bank feeds and reconciliation - Bank rules and automation - Transfers, payments and direct debits - Accounts payable and accounts receivable - Supplier bills, customer invoices and credit notes - Handling deposits and prepayments - Correcting incorrectly reconciled or coded transactions - Understanding the Xero audit trail and avoiding common bookkeeping mistakes **2. Australian GST & BAS** - How GST works in Xero - GST on sales and purchases - GST-free and input-taxed transactions - GST treatment of equipment, vehicles, tools and other business purchases - Reviewing the GST Reconciliation and Activity Statement reports - Preparing a BAS from start to finish - Checking GST, PAYG withholding and PAYG instalments - Identifying errors before lodging a BAS - BAS adjustments and corrections - How to properly reconcile the BAS against the accounts - What records should be retained for ATO compliance **3. Payroll** I want to be able to run payroll confidently without relying on a bookkeeper for routine processing. Training should include: - Setting up employees correctly - Pay calendars and pay runs - Ordinary hours, overtime and allowances - Annual leave, personal leave and other leave - Public holidays - Superannuation - PAYG withholding - Bonuses, reimbursements and deductions - Back pay and payroll adjustments - Terminations and final pays - Payroll reconciliation - Single Touch Payroll (STP) reporting - STP finalisation at financial year end - Superannuation processing and reconciliation - Identifying and correcting payroll mistakes **4. Australian Awards & Employee Entitlements** Our business employs technicians and apprentices, so I want practical guidance on payroll compliance, including: - Understanding which Modern Award may apply to employees - Award classifications and pay levels - Apprentice pay rates and progression - Adult apprentices - Overtime and penalty rates - Allowances, including tool and industry-related allowances where applicable - Travel and vehicle-related payments - Meal allowances - RDOs and TOIL where applicable - Leave entitlements - Superannuation treatment - Keeping Xero payroll settings aligned with current Fair Work requirements I understand formal employment-law advice may need to come from Fair Work or an employment specialist, but I want the trainer to be experienced with Australian payroll and award-based employees. **5. TPAR / Contractor Reporting** - Understanding when TPAR applies - Determining which subcontractors/payments need to be reported - Correctly setting up contractors and suppliers - ABNs and GST registration - Recording subcontractor invoices correctly - Reviewing TPAR information throughout the year - Preparing and checking the Taxable Payments Annual Report before lodgement This is particularly important because we use subcontractors and operate in the electrical/AV/security contracting industry. **6. Inventory, Equipment & Cost of Goods Sold** I want to understand the best way to manage: - Equipment purchased for resale/installation - Stock held for future projects - Inventory versus direct project purchases - Cost of Goods Sold - Stock adjustments and write-offs - Supplier credits and returns - Customer equipment returns - Tracking stock accurately - Understanding Xero's inventory limitations and when an external inventory/project management system may be more appropriate **7. AV/Security Project & Job Costing** I would like the training tailored to a project-based AV/security business. This should include the best way to track: - Equipment/material costs - Technician labour - Apprentice labour - Subcontractors - Freight - Equipment hire - Travel and other project expenses - Deposits and progress payments - Variations - Retentions, where applicable - Project profitability - Gross margin by project I want to be able to determine the **true profitability of each project**, rather than simply looking at overall business revenue. **8. Fixed Assets & Business Purchases** - When something should be treated as an expense versus an asset - Tools and equipment - Computers and test equipment - Vehicles - Office equipment - Fixed Asset Register - Depreciation - Disposal or sale of assets - Understanding when accountant input is required **9. Management Reporting** I want to become confident generating and interpreting reports including: - Profit & Loss - Balance Sheet - Cash Flow - Aged Receivables - Aged Payables - GST reports - Payroll reports - Project/job profitability - Gross profit and gross margin - Monthly and year-to-date comparisons - Budget versus actual - Tracking categories where useful - Custom management reports The goal is not simply to generate these reports—I want to understand **what they are telling me about the business**. **10. Month-End Procedures** I would like to develop a repeatable monthly bookkeeping checklist covering: - Bank reconciliation - Credit cards - Accounts receivable - Accounts payable - Payroll - Superannu