
Numbers don’t have to be a headache. Join us on this Masterclass to dive deep into the practical side of using Xero, the leading financial software for small businesses, to simplify your financial management. Uncover strategies to reduce financial overwhelm and focus on what truly matters: growing your business while creating meaningful change. You’ll learn about Xero’s automated features, from bank reconciliation and invoicing to expense tracking, and discover how real-time insights can help you make smarter decisions, keep cash flow in check, and stay compliant without the stress.
About the speaker: Rebecca Buchanan
Rebecca Buchanan is a chartered accountant and founder of Straight Up Bookkeeping, a certified B Corporation. With 15 years of experience working at Australia’s big firms and banks, Rebecca faced a crossroads in her career, backed herself, and left her corporate job to launch Straight Up Bookkeeping.
In just five years, she has grown the business to include seven staff and a successful podcast, “Straight Up Small Business.” Straight Up Bookkeeping has become one of Australia’s leading virtual bookkeeping firms for purpose-led businesses, with a mission to free entrepreneurs from financial stress so they can create the life of their dreams.
She was named one of the Top 50 Women in Accounting by Ignition in 2024 and recognised as Bookkeeper of the Year at the Accountants Daily Australian Accounting Awards. Her firm was also named Xero’s Bookkeeping Partner of the Year in 2024. She attributes these accolades to the sustainability focus of her practice, which prioritises creating a positive impact on the world rather than solely focusing on profit.
Key Takeaways
Save Time with Bank Rules – Learn how to automate repetitive tasks using bank rules to streamline your bookkeeping.
Discover My Top Xero Reports – Unlock the power of Xero’s reporting features with my favourite reports, and see why they’ll become indispensable for your business.
Master Your Numbers with a Customized Xero Dashboard – Understand how a well-optimised Xero Dashboard can provide clarity and control over your business finances.
Design a Chart of Accounts and Profit & Loss Report That Work for You – Create a tailored Chart of Accounts and Profit & Loss report to gain deeper insights into your financial performance.
Embrace Xero’s Hubdoc for Effortless Tax Invoice and Receipt Management – Learn how Hubdoc can simplify the management of your tax invoices and receipts, saving you time and improving accuracy.