Samantha Close, CPA

Small Business Bookkeeping with Modern Technology

Simplify and automate your small business bookkeeping with modern technology and proven processes.
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Learn Bookkeeping with Modern Technology

Dear Business Builder,

Would you like to take back your time and learn to simplify and automate your bookkeeping?  

This course gives you Avalon’s proven processes to take the pain out of bookkeeping using modern tools and processes.  

In less time than it takes to watch the Lord of the Rings Trilogy,

You’ll learn:

  • Our most valuable tips on how to to easily do your own bookkeeping
  • How to keep bookkeeping simple so you avoid making mistakes and stay on track with your bookkeeping
  • Insider tricks to automate as much of your bookkeeping as humanly possible
  • Avalon’s tried and tested bookkeeping procedures to cut your bookkeeping time in half
  • Simple steps to keep the tax man happy if you’re ever audited
  • How to create and see through your financial statements like Neo in the Matrix so you can understand exactly how your business is performing
  • Expert methods to ensure you don’t miss any tax deductions available to your business
  • Avalon’s secret weapon for managing your receipts and supporting documents
  • The most important piece of advice we give to business owners to simplify your bookkeeping and reduce your year-end costs
  • The most common problem we see with our clients bookkeeping and how to quickly fix it
  • How to invoice clients and automate payment reminders so you never have to manually follow up on unpaid invoices
  • Proven practices to simplify sales tax filings so you never miss tax credits or filing deadlines
  • 8 Simple steps to get your books ready for your year-end and reduce your accounting bill

We see it all the time. 

Business owners pay for a QuickBooks subscription for months without touching their books.

The daunting task of learning to do their own bookkeeping keeps them from getting anywhere.  

By the end of the year, there are thousands of transactions to be recorded and they have no idea how their business is performing.

OR they’re spending their evenings and weekends making a huge mess of the bookkeeping.

Before you know it, you need to hire a bookkeeper to clean up the mess and it takes them more time than it would have to just do the bookkeeping in the first place.

Or, worse than that, your year-end accountant spends hours cleaning up the books at $150 per hour!

We’re here to help.

This course teaches you to avoid the mess, simplify your bookkeeping and take back your time.

Our proven processes automate as much of your bookkeeping as humanly possible and cut bookkeeping time in half.

You’ll come out with a tidy set of books AND useful financial information to give you insights into how your business is performing.

We know from experience, dude.

We’ve spent years working with hundreds of small businesses like yours refining our bookkeeping processes and tech stack.

Our system works for small businesses of all types.

  • Retail businesses
  • Ecommerce businesses
  • Professional service businesses
  • Digital agencies
  • Health service businesses
  • Trades businesses
  • Manufacturing businesses
  • Real estate
  • Hospitality businesses

We’ve saved hundreds of bookkeeping hours by applying this system across many industries.

The system works great for incorporated businesses, sole proprietors or partnerships.

We even train our new bookkeepers at Avalon using this course.

And you don’t need to just take our word for it.

Check out our Google reviews.

And we know how to explain concepts to make them simple and easy to follow.

Take it from the hundreds of thousands of users that come to our website to learn about bookkeeping and accounting.

Or the hundreds of thousands of viewers who learn from our YouTube Channel.

We’re passionate about education.

We speak in plain language and explain bookkeeping concepts in easy to follow steps.

Start learning today

There’s no better time than now to start learning.

We’ve spent thousands of hours refining this system and choosing the right technology to take the pain out of bookkeeping.

Take advantage of the knowledge we've gained from past mistakes and hours wasted on other systems and processes.

We even refined this course this year in 2023 to keep it up-to-date with our newest best-practices.

What’s the price?

We’re offering this course for $297 during tax season 2024 to help as many people as possible get their books in order.

That's a $100 reduction from our regular price for this course until April 30th.

After April 30th, the price will be going up.

Our goal is to help as small business owners thrive.

And saving you from the DIY bookkeeping pit of despair is one way we can do that!

100% Money-back Guarantee

If you're not satisfied with your purchase after completing the course, just reach out and request a refund.

We'll process your full refund within two business days, no questions asked.

We have no problem offering this guarantee because we know you’ll get a tonne of useful info and will come away able to confidently do your own bookkeeping in WAY less time.

Purchase This Course

Click the “Let's Get Started” button above to order this course at no risk to you.

You’ll be taken to a secure checkout where you can pay by credit card before instantly getting full access to this course.

P.S. If you’re not quite ready to start learning with a full online course, that’s ok.  You can always check out our free bookkeeping resources for now.  

Just scroll to the bottom of this page 👈 for a curated list of bookkeeping resources that we’ve created for you.

P.P.S. Here’s a more detailed 📃list of the information that you’ll learn within this course⬇️.

Bookkeeping with Xero and Dext

Samantha Close, CPA started her accounting career as a bookkeeper with Avalon Accounting. Sam has used Xero and Dext extensively, and is here to share her knowledge.

Whether you're a small business owner wanting to do your own bookkeeping, a bookkeeper wanting to brush up on new technology or an aspiring bookkeeper, this course is for you!

Who This Course is For

If you want to learn a modern and efficient way to do bookkeeping, this course is for you.

  • Before You Start a Business - Get equipped with bookkeeping and tax knowledge that will help you start your business right. Start learning now to avoid the common mistake of ignoring your books until it's too late.
  • Aspiring Bookkeepers - Looking to become a bookkeeper? This course will walk you step-by-step through our bookkeeping process for small businesses. Start your bookkeeping career with practical knowledge and real-world examples.
  • Small Business Owners - If you run a small business, this course can help you fix your books, simplify your financial processes and spend less time worrying about taxes.
  • Bookkeepers and Accountants - Bookkeeping has changed and the tools have gotten better and more efficient. Take our course to brush up on the latest in cloud-based bookkeeping and accounting software. We can even provide a course certificate for CPA's verifiable PD hours.

Learn bookkeeping through our practical step-by-step videos and accompanying text and templates.

This Online Course Covers

  1. Bookkeeping System Setup
  2. Navigating Xero
  3. Navigating Dext
  4. Using Dext to Digitize and Automate Receipt Capture
  5. Recording Transactions in Xero
  6. Invoicing in Xero
  7. Correcting Mistakes in Xero
  8. Dealing with Sales Taxes
  9. Financial Reporting in Xero
  10. Month-end Bookkeeping Process

Plus, Samantha shares real world examples, excellent puns and her wisdom throughout the course.

Bookkeeping System Setup

In this section, Samantha takes you through Xero and Dext setup with our time tested best practices.

You'll learn:

  • How to up for Xero and Dext
  • Choosing the right settings in Xero and Dext
  • How to set up your chart of accounts with our optional template
  • Setting up sales taxes properly
  • Connecting your bank accounts to Xero to import transactions
  • Connecting Dext and Xero

This chapter gives you the base on which we will build your bookkeeping skills!

Navigating Xero

Next up you'll get a crash course in navigating Xero's interface

You'll learn:

  • Where everything is in Xero
  • How global search works
  • Where the chart of accounts lives and how to edit it
  • Where transactions are imported into Xero via your bank feed
  • Where to find invoices, bills and important Xero settings

Navigating Dext

After learning where everything is in Xero, we'll walk through the Dext interface.

You'll learn:

  • How Dext works
  • Where published receipts go
  • The interface for publishing transactions to Xero
  • Where to find important Dext settings

Digitize and Automate Receipts with Dext

Dext automates a whole bunch of the receipt capture and bookkeeping process.

You'll learn:

  • How to upload receipts to Dext
  • How Dext automates the process of information capture from the reciepts
  • How to publish receipts and transactions to Xero
  • You'll also view some examples to help with different receipt scenarios

Record Transactions in Xero

Xero is the hub of where transactions get recorded.  Sam gives a thorough breakdown of how to record various transaction types in Xero.

You'll learn:

  • How to reconcile transactions from the bank feeds
  • How imported transactions from Dext are recorded in Xero
  • How to record expenses in Xero
  • How sales taxes work in Xero
  • How to record cash transfers, deposits and withdrawals in Xero
  • How to automate bookkeeping with bank rules

Invoicing in Xero

Send your invoices directly to clients and customers from Xero.

You'll learn:

  • How to set up your invoices
  • How to create a new invoice and send it
  • How to match payments received against invoices
  • How to accept credit card payments on your invoices

Correcting Mistakes in Xero

Everyone makes mistakes from time-to-time. The good news is they're super easy to fix in Xero.

You'll learn:

  • How to edit existing transactions in Xero
  • Using remove and redo to correct transactions when it's all wrong
  • How to void or delete transactions when they weren't supposed to be there in the first place

Dealing with Sales Taxes

Whether you need to file GST/HST returns, PST returns or both, Sam will show you what to do.

You'll learn:

  • How sales taxes work in Xero and Dext (in detail)
  • How to find the sales tax reports you need for filing returns
  • How to file your GST/HST returns
  • How to file PST returns

Financial Reporting in Xero

Accurate bookkeeping plus Xero equals some amazing financial reporting options.

Create custom financial statement templates so you can track your business' performance and get useful, timely information.

You'll learn:

  • How to use the pre-built financial reports in Xero
  • Customizing financial statements in Xero
  • Our favorite income statement layout for small businesses
  • Our favorite balance sheet layout for small businesses

Month-end Bookkeeping Process

Finally we'll take you through our easy checklist for completing the month-end.

You'll learn:

  • Why we do a month-end process
  • How to efficiently complete bank reconciliations
  • How to review financial reports to catch mistakes
  • How to prepare for your year-end accounting

100% Money-back Guarantee

If you're not satisfied with your purchase after completing the course, just reach out and request a refund.

We'll process your full refund within two business days, no questions asked.

We have no problem offering this guarantee because we know you’ll get a tonne of useful info and will come away able to confidently do your own bookkeeping in WAY less time.

Level up your bookkeeping skills today!

Let's Get Started

Use the form below and we'll get back to you right away!

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