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
- Superannuation
- GST
- PAYG
- Inventory
- Fixed assets
- Loans and finance
- Director transactions
- Suspense accounts
- Reviewing unusual transactions
- P&L and Balance Sheet review

**11. Financial Year-End**
I also want to understand what needs to happen at EOFY, including:
- Payroll/STP finalisation
- Superannuation reconciliation
- Accounts receivable/payable review
- Bad debts
- Stocktake and inventory adjustments
- Fixed asset review
- Director/shareholder accounts
- Preparing clean records for the accountant
- Understanding what the accountant will normally adjust at year end

### Outcome

By the end of the training, I want to be capable of managing the majority of our bookkeeping and Xero processes internally, while knowing which matters should still be referred to our BAS agent, accountant or payroll/employment specialist.

I should be able to confidently:

- Run and reconcile payroll
- Prepare and review BAS information
- Prepare TPAR
- Manage GST correctly
- Reconcile all major accounts
- Maintain accurate supplier and customer records
- Understand inventory and COGS
- Track project profitability
- Produce useful monthly management reports
- Identify bookkeeping errors and correct them
- Complete month-end procedures
- Prepare clean accounts for our accountant at EOFY

I’m looking for **practical training rather than generic Xero demonstrations**. Ideally, the trainer will have experience with Australian trade, electrical, construction, AV, security or other project-based businesses.

If you have checklists, templates, cheat sheets or other training materials that I can continue using after the sessions, that would be highly valued.