prepare your own budget and cash flow forecast using the templates I use in my own business.
AND
I'll show you how to upload your budget to Xero so you can hold your business accountable to achieving the budget (and not just set it and forget it)
I was just so overwhelmed with what had to be done and frankly, I just didn't know how to set up my Xero in a way that worked for me and my business. I was ignoring my books and just making sure that my invoices were paid. That's it!
I get paid faster, I keep track of client payments easier. I know where to focus marketing because of the account watchlist. It has helped so many areas of my business. Most importantly, the peace of mind I got from having everything sorted is invaluable.
I actually get excited to do my book-keeping because of how Rebecca has taught me to stay on top of it. Doing BAS doesn't scare me, and I even feel that I can probably manage doing my own banking at tax time too. At a glance, I can look at the health of my business which fills me with such confidence. I can't begin to thank her enough for this program. What she's created is truly special!
I know now that my books needed a lot more work than I was expecting (whoops - but hey, perfect learning opportunity to fix them while doing the course!) and Xero can do SO MUCH more than I ever thought! Bec's course has really been a wonder - she explains everything so simply and clearly. The biggest plus (so far) has been fixing up my Chart of Accounts so they work better for ME. Bec's sample for Creative Sole Traders has been a game changer. For the first time I actually feel confident about my accounts! I'm still completing the course (about halfway done) but if the second half is anything like the first half, I'm expecting to be Bec's #1 fan by the end of it. Thank you so much, Bec!
