Xero Business Bookkeeping Course
The exact bookkeeping system we use with clients, taught in 40 short videos. Set up Xero properly, reconcile like an accountant, run payroll and super, and hand clean books to your accountant. Self-paced, lifetime access, tax deductible.
Managing your business finances does not have to feel overwhelming. This course shows you how to simplify your bookkeeping, master Xero and finally understand your numbers, so you make better decisions, stay compliant and grow profit with confidence. It is the same Capture, Control, Clarity system our bookkeeping team runs for clients every week.
The system: capture, control, clarity
Capture
Record transactions correctly, automate bank feeds and keep clean data. You will never lose a receipt or miss a GST claim again.
Control
Reconcile, review and correct like an accountant. No more guesswork; you will have daily financial truth.
Clarity
Read reports, understand performance and plan ahead. You will make decisions with confidence, not fear.
What is in the course
Six core modules, each broken into videos under ten minutes. Finish it in a weekend or work through it as you go.
- Setting up Xero properly. Business details, GST registration, bank accounts, chart of accounts, dashboard and user access.
- Everyday bookkeeping. Invoicing, bills, expenses, batch payments and reconciliation.
- Reconciling like a pro. Bank coding, transfers, refunds, merchant fees and personal transactions.
- Payroll and superannuation. Set up payroll, run pay cycles, submit STP and process super, with the compliance reminders that keep you out of trouble.
- Understanding your numbers. Run the reports that matter, track cash flow and prepare for your accountant.
- Tax, BAS and other lodgements. What to outsource, what to watch and how to stay compliant.
Bonus resources
- Ongoing bookkeeping checklist: weekly, monthly and quarterly.
- Payroll and super checklist to follow every pay run.
- Pre-accountant handover checklist, so your file is clean before it goes to your accountant.
- Downloadable Excel and Google Sheets templates.
Who it is for
Small business owners, admin staff and DIY bookkeepers who want to take control of their books, stay ATO compliant and hand over clean data, without becoming an accountant. No bookkeeping experience needed. You will get the most out of it with a Xero subscription, or you can set one up as you go.
Price
$450 (RRP $550). Lifetime access to every video, checklist and future update. The course is a legitimate business expense, so it is normally tax deductible; check with your accountant for your circumstances.
Questions
Is it self-paced? Yes. Forty-plus videos, each under ten minutes, in whatever order and at whatever pace suits you.
Does it cover tax advice? No. It teaches day-to-day bookkeeping in Xero. It does not replace a registered tax agent for tax planning, Fair Work compliance or legal matters. If you want that handled, our bookkeeping team and accountants do.
What if something is missing? The course grows with its students. If you get stuck or spot a gap, you can submit feedback and we keep improving it.
Who teaches it? Reuben Bergola, founder of New Wave, with more than 15 years in accounting and businesses of his own across medical, ecommerce, property and tech.