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Efficient Accounting with Xero

You're reading from   Efficient Accounting with Xero The definitive guide to optimizing your accounting with proven techniques and best practices

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Product type Paperback
Published in Apr 2023
Publisher Packt
ISBN-13 9781801812207
Length 306 pages
Edition 1st Edition
Languages
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Concepts
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Author (1):
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Jay Kimelman Jay Kimelman
Author Profile Icon Jay Kimelman
Jay Kimelman
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Jay Kimelman, CPA, is the Director of Technology and E-Commerce Lead for High Rock Accounting, a leading tech-forward accounting firm. Previously, Jay was the Founder and CEO of The Digital CPA, which was acquired by High Rock in 2021. He helps accounting professionals leverage technology to build efficient, profitable practices. Jay is currently a National Xero Ambassador and previously sat on Xero's partner advisory council.nJay earned a B.S. degree in Accounting from the University of South Florida in 1990. He became a CPA in 1996, working in accounting leadership positions through a variety of industries before striking out on his own.
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Table of Contents (27) Chapters Close

Preface 1. Part 1: Hitting the Ground Running
2. Chapter 1: Xero Basics – Subscriptions and When to Use Them FREE CHAPTER 3. Chapter 2: Exploring Bank Feeds – the Heart of Xero 4. Chapter 3: Setting Up Your Organization’s Financial Settings in Xero 5. Chapter 4: Restarting with the Fresh Start Method 6. Chapter 5: Conversion to Xero Made Easy 7. Part 2: Handling the Day-to-Day Processes
8. Chapter 6: Recording and Reconciling the Bank 9. Chapter 7: Invoicing and the Sales Process 10. Chapter 8: Managing Bills and Purchases with Procure-to-Pay in Xero 11. Chapter 9: Using Xero on the Go 12. Part 3: Closing Out the Accounting Period
13. Chapter 10: Managing Fixed Assets in Xero 14. Chapter 11: All You Need to Know about Manual Journals in Xero 15. Chapter 12: Correct Your Mistakes with Find and Recode 16. Part 4: Reporting – Knowing About the Performance of Your Business (KPIs)
17. Chapter 13: Running and Customizing Basic Reports in Xero 18. Chapter 14: Business Analytics with Business Snapshot and Short-Term Cash Flow 19. Chapter 15: Creating Custom Reports in Xero Using the layout editor 20. Part 5: For the Advisor
21. Chapter 16: Run Your Practice with Xero HQ 22. Chapter 17: Exploring Practice-Wide Report Templates 23. Chapter 18: Exporting Your Data and Reports Out of Xero 24. Chapter 19: Increasing Your Powers with Apps and Xero 25. Index 26. Other Books You May Enjoy

Who this book is for

This book was written to guide SMB owners in performing their own bookkeeping and accounting professionals who will build or expand their businesses using Xero. There are no technical prerequisites, but I assume you have a basic understanding of accounting and bookkeeping principles if you are performing services for clients.

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Authors (1)

Profile icon Jay Kimelman
Jay Kimelman
LinkedIn icon
Jay Kimelman, CPA, is the Director of Technology and E-Commerce Lead for High Rock Accounting, a leading tech-forward accounting firm. Previously, Jay was the Founder and CEO of The Digital CPA, which was acquired by High Rock in 2021. He helps accounting professionals leverage technology to build efficient, profitable practices. Jay is currently a National Xero Ambassador and previously sat on Xero's partner advisory council. Jay earned a B.S. degree in Accounting from the University of South Florida in 1990. He became a CPA in 1996, working in accounting leadership positions through a variety of industries before striking out on his own.
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