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SMART Xero Accounting System for Small Medium Enterprises

SMART Xero Accounting System for SME is a two-day workshop that aims to provide an overview and hands-on practice on Xero Accounting System to assist the admin, managers, executives, and business owners to apply the Xero accounting system functionalities in their daily business and financial activities and enhance competitiveness and productivity.

Objective

By the end of the course, learners will be able to:
- Set up Xero Accounting System
- Use Xero to perform accounting functions and aid decision makings
- Configure and import relevant data to Xero accounting system
- Set up and compute GST for expenses and invoices
- Generate financial and accounting reports

Outline

Topic 1. Introduction to Xero

Topic 2: Setting up New Company in Xerp

Topic 3: Setting up and Managing Chart of Accounts

Topic 4: Setting up Bank Account and Activate Bank Feeds

Topic 5: Bank Reconciliation with Xero

Topic 6: Inventory Setting Up and Managing

Topic 7: Managing Sales, Quotations, Credit Notes and Recurring Transactions

Topic 8: Managing Purchases, Purchase Orders, Bills and Expenses Transactions

Topic 9: Fixed Assets Register Setting Up and Depreciation

Topic 10: Tax / GST Setup and Reporting

Topic 11. End-of-Period Closing Procedures

Topic 12. Budgeting

Topic 13: Financial Reports

Who should attend

Admin, accounting staff, managers, accountants, business owners and entrepreneurs, non-accounting /financial professionals

Methodology

Live demo, free software download, hand-on exercises, and case studies

Profile of Gary Chan

Chartered Certified Accountant, (ACCA, UK)
MBA in International Business (Henley Business School / University of Reading, UK)
MSc in Strategic Marketing (National University of Ireland)
Certified Trainer & Assessor (WDA-ACTA, Singapore)
Certified Advisors ( Xero and QuickBooks Accounting System )

Gary Chan has held various senior management roles in both local and international organizations including that of Regional Director and CFO for a large MNC, Director of Corporate Services for an SME, and Vice President for the Asia Pacific for a Fortune 500 company. These have enabled him to accumulate more than thirty years of extensive corporate finance and business leadership experience in his current role as a much sought-after corporate trainer and consultant; particularly in accounting, finance, business management, and development as well as strategic planning and implementation.

Gary is a Chartered Accountant (ACCA, UK) and started his career as an external auditor with Price Waterhouse Coopers. He possesses an MBA in Business Administration from Henley University in the UK, majoring in International Business. In addition, Gary holds a Master of Science from the National University of Ireland, majoring in Strategic Marketing. Gary is a registered Chartered Accountant member with the Institute of Singapore Chartered Accountants (ISCA).

Gary is passionate about helping people change and re-learn the way they lead, manage, think, create, and collaborate with the aim of supporting his learners in their journey to attain personal and organizational success.

Gary utilizes his creativity and real-world examples in conducting his training. He is passionately fond of training and always willing to share with others all that he knows. His outgoing pleasant personality and confident disposition coupled with his lively, light-hearted, thoughtful, engaging, liberally sprinkled with humour and always relevant to his learners’ needs have made his training more lively, fun and insightful.

Gary represents several departments of government and non-profit organizations in providing volunteer works and training to the public. Gary has been featured in the media locally and regionally. Gary is the founder of a local Skill Training & Consulting which provides training and advisory on Accounting, Tax, Financial Management, Financial Planning, Regional Business Development/Expansion, and Strategic Planning and Implementation.