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Xero Accounting Training

Xero is a favourite of small businesses and advisory firms in Canada, the UK, Australia and New Zealand. Learn to run a client's books in Xero from setup to month-end.

Quick answer

RAI's Xero course (Package 3) is practical, online training covering organisation setup, chart of accounts, bank reconciliation, invoices, bills and reports in Xero, plus Canadian GST/HST. The fee is PKR 6,500 and classes run online on weekends.

Fee
PKR 6,500
Format
Online, weekend classes
Level
Basics to advanced
Includes
GST/HST, audit, client hunting

What you'll learn

  1. Introduction & scope of bookkeepingBookkeeping essentials and the remote bookkeeping workflow.
  2. Organisation setupSetting up a new Xero organisation and its settings.
  3. Chart of accountsImporting and tailoring accounts for the client.
  4. Invoicing & billsSales invoices, payments, supplier bills and bill payments.
  5. Bank reconciliationMatching statement lines on Xero's reconcile screen.
  6. ReportsProfit & loss, balance sheet and reconciliation reports.
  7. Canadian sales taxesGST/HST tax rates in Xero and preparing returns for the CRA.
  8. Sales tax auditReviewing tax records and supporting documents.
  9. Client hunting & communicationFinding clients and communicating professionally.

What you'll be able to do

  • Set up a new Xero organisation
  • Reconcile bank accounts quickly and accurately
  • Manage invoices, bills and payments
  • Produce month-end reports
  • Track and file GST/HST
  • Serve clients in Canada, the UK, Australia and New Zealand

Who this course is for

  • Students who want clients in Canada, the UK, Australia or New Zealand
  • QuickBooks users who want a second platform
  • Freelancers working with advisory-focused accounting firms

Questions about this course

Is Xero used in Canada?

Yes. Xero is used by many small businesses and accounting firms in Canada, and it is especially popular in the UK, Australia and New Zealand.

Xero or QuickBooks Online: which first?

For Canada and US clients, QuickBooks Online is the usual first choice; Xero widens your reach. Read our comparison.

What is included in the PKR 6,500 fee?

The full Xero training plus complimentary client hunting, client communication, Canadian sales tax return preparation and filing on CRA, sales tax audit training, and lifetime support.

More answers on the FAQ page, or compare every option on packages & fees.

Not sure where to start? Join the free orientation.

See how remote bookkeeping works, which package fits your goals, and ask your questions live. It costs nothing.

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