Xero Basics for Small Business Owners

XERO-DKS-Capital
  • July 31, 2023
  • 9:00 am - 2:30 pm
  • 37, Bir Uttam C.R. Dutta Road, Nahar Plaza (Lift -9), Room-1001, Dhaka, Bangladesh
  • +8801711051276

Event Description

Running a small business comes with a lot of moving parts—and managing your finances shouldn’t be one of the stressful ones. Our Xero Basics for Small Business Owners workshop is designed to give you the confidence and skills to take control of your accounting and bookkeeping using Xero.

What You’ll Learn:

  • How to set up your Xero account for your business

  • Creating and sending professional invoices

  • Reconciling your bank transactions efficiently

  • Understanding key financial reports and what they mean for your business

  • Tips and shortcuts to save time and avoid common mistakes

Who Should Attend:

This session is perfect for small business owners, startup founders, or anyone new to Xero who wants to manage their finances with ease and accuracy.

Why Attend:

By the end of this workshop, you’ll feel confident navigating Xero, keeping your accounts organized, and making smarter financial decisions for your business.

Event Program

9:00 AM – 9:30 AM | Registration & Welcome Coffee

  • Guests arrive and register
  • Light refreshments served

  • Networking opportunity

9:30 AM – 10:00 AM | Introduction & Overview

  • Welcome from the advisory team

  • Outline of the day’s agenda

  • Brief discussion on common accounting challenges for small businesses

10:00 AM – 11:00 AM | Setting Up Xero for Your Business

  • Creating your Xero account

  • Linking bank accounts

  • Setting up chart of accounts and tax settings

  • Best practices for small business setup

11:00 AM – 11:15 AM | Morning Break

11:15 AM – 12:15 PM | Managing Invoices & Bills

  • Creating and sending professional invoices

  • Tracking payments and overdue invoices

  • Entering bills and managing expenses

  • Tips to save time with recurring transactions

12:15 PM – 1:00 PM | Lunch Break & Networking

1:00 PM – 1:45 PM | Bank Reconciliation & Reporting

  • Reconciling bank transactions

  • Understanding key financial reports (Profit & Loss, Balance Sheet, Cash Flow)

  • Identifying insights to help business decisions

1:45 PM – 2:00 PM | Q&A and Wrap-Up

  • Open Q&A session with advisors
  • Recap of key takeaways
  • Information on further Xero training and support
Our Speakers

placeholderDebobrota Kumar Sarker Managing Director & CEO Keynote Speaker, Xero Basics for Small Business Owners

placeholderShompa Rani Shaha Founder & Chairman
Guest of Honor, Xero Basics for Small Business Owners

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2023-7-3114:302023-7-3114:30Europe/London Xero Basics for Small Business Owners Our Xero Basics for Small Business Owners workshop is designed to give you the confidence and skills to take control of your accounting and bookkeeping using Xero. 37, Bir Uttam C.R. Dutta Road, Nahar Plaza (Lift -9), Room-1001, Dhaka, Bangladesh
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Contact us at the DKS Capital Advisory office nearest to you or submit a business inquiry online.

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