This learning portal is for the iAssist Account Keeping Team with a focus on bookkeeping services, Xero and MYOB, BAS Agent services, payroll, and Profit First practices:

  1. Xero Learning Portal:

    • Courses: Staff can choose from various Xero courses, including:
      • Adjust an Invoice: Learn how to manage invoices, credit notes, and refunds.
      • Customize Invoice Settings: Explore branding, payment services, and invoice reminders.
      • Basics of Using Xero for Business: Automate invoices, reconcile bank transactions, and access financial reporting1.
      • Xero Advisor Certification: Become a certified Xero advisor by completing live webinars and maintaining certification1.
    • Earn Certificates and Badges: Staff can earn recognition for their Xero expertise.

  2. MYOB & Xero Dual Training:

    • GST, Reporting & BAS Course: Included in the Advanced Bookkeeping Certificate, this course builds on Xero Bank Reconciliation skills2.

  3. BAS Agent Services:

    • Experienced BAS agents provide advice and tips for successful bookkeeping in Xero.
    • Learn best practices for completing bookkeeping tasks in Xero3.

  4. Profit First Practitioner:

    • Explore Profit First principles, budgeting, and cash flow management.
    • Understand how to implement Profit First strategies for clients.

Remember, this learning portal equips the Account Keeping Team with essential skills and certifications to excel in their roles! 😊

Introduction to Bookkeeping at iAssist