Bookkeeping/Accounting Basics Between Different Softwares

This seminar is designed to help you master the essential bookkeeping features in QuickBooks Online (QBO) and Xero accounting software. You'll learn how to set up your accounts correctly from the start and gain the confidence to manage your finances with ease. We will compare the two leading software options - Xero and QBO - so you can select the platform that's best suited for your business!! This seminar is great for those looking to streamline their bookkeeping processes, and the timing is perfect for those who want to make software changes for the new year.

Key Takeaways :

• How to set up essential accounting features in QBO and Xero properly to avoid costly issues down the road.

• How to accurately code, match, and reconcile transactions using bank feeds and rules.

• How to avoid a wide range of common mistakes, including quirks and issues unique to QBO.

• How to determine if QBO or Xero is the best fit for your business, and what to do if you decide to switch.

Presenter's Info:

Stacey Buck is the Founder and Lead Advisor at The SLC Group, a profit-focused bookkeeping and business consulting firm in Sterling, CO. Stacey is a certified advisor on both Quickbooks Online and Xero, along with a range of other business support software, including ADP and Gusto for payroll. She has spent countless hours maintaining and cleaning up accounting files for clients of all sizes, across a wide range of industries. Her passion is educating and empowering business owners with the financial skills and confidence they need to build sustainable, wildly impactful businesses. In addition to advising established business owners on healthy cash management, profitability, and compliance requirements, Stacey creates free and low-cost resources to help new businesses get off on the right foot and avoid costly mistakes down the road.