Supporting the Trades

The focus of our community training sessions for 2024 is to support owner-operators in the construction industry. Builders, sparkies, plumbers, landscapers – by enhancing your financial knowledge, we aim to help you feel more confident in your business position, reduce your stress, and improve your mental wellbeing.
Workshop 1: Making confident decisions
Want to feel confident making business decisions like buying a new van, withdrawing funds, or covering the next tax payment? Understanding your cash flow and how to influence it is the name of the game.
BYO computer. Together we’ll create a cash flow forecast for your business.
Workshop 2: Setting profitable pricing
Curious about what your hourly rate should be, how much margin to add to your products and services, or the right rate for labour-only contracts? This session is for you.
BYO computer. Together we’ll create a margin calculator for your business.
Workshop 3: Simple, fast financial admin
Want to reduce your finance admin? Master Xero. We’ll guide you through the invoicing process, capturing bills and receipts, bank reconciliation and GST returns.
BYO computer if you’d like to follow along with our best practice processes on your own device.
Workshop 4: Insights that drive performance
Need better insights and understanding to get your business humming? Learn to set up performance reporting in Xero. We’ll show you how to customise reports to keep track of your key metrics.
BYO computer. Together we’ll save custom reports to your Xero.
Ready to take the next step?
We’d love to hear about your goals—and how we can help you reach them.
