Lead Magnet for outsourced doers
MY FIVE
XEROHacks
Hello, I’m Sarah Groth, an experienced bookkeeper based in Adelaide
Australia, and I help female entrepreneurs focus on the parts of their
business they love, and leave the time-draining and overwhelming finances
to us.
I do this through my Xero to Hero Bookkeeping Method delivered through
my private bookkeeping services and Bookkeeping Health Check calls so
that you can grow your business without worrying about your bookkeeping.
My 5 Xero Hacks to Save 6 Hours a Week is the culmination of streamlining
dozens of businesses with Xero and recognising that there are so many
time-saving tools and quick wins that most entrepreneurs aren’t aware of.
Without these hacks, you’ll waste time and feel confused by your finances
as you worry
about ATO compliance and whether your books are under control.
With them, you’ll be able to save 6 hours a week that you’d typically spend
on bookkeeping or accounting and instead dedicate that to growing your
business, or heck, enjoying more of life!
Enjoy!
Sarah
Online courses are an incredible
opportunity to take your business
to the next level! They allow you
to STOP trading time for money
working in a manual or service
based business, where your time
and income is capped.
You are able to share your
message, your “Genius Zone”,
with the world, operate 24/7, and
gain loyal customers around the
world without going anywhere!
So many women have been
thinking about building an online
program but don’t know where to
start or get overwhelmed with
fear or perfectionism halfway
through.
But, whether you’re creating a
course for the first time, or are
transferring your manual face-toface business to an online
platform - these simple steps will
help you to get clarity, implement
efficient systems, and be
operating online in no time!
Ready to do more with
COURSE CREATION?
To join me inside
The Behind-The-Scenes Guide
To Course
Creation for just $27 USD...
CLICK HERE!
HACK 1
HACK 1
SAVE RECEIPTS
SAVE RECEIPTS
ReceiptBank is a tool that was
founded in 2010 out of frustration
from the amount of time and money
lost in forgotten expenses, lost
receipts and weekends spent sorting
through paperwork.
The founders decided there must be
a better way to track business
expenses and share them with your
accountant.
150 million receipts, bills and bank
statements later, Receipt Bank now
allows business owners to submit
their receipts by taking quick photos
on their phones and automatically
assigning them to different
categories. This makes receipt
collecting FAST to stay ATO
compliant, and saves you hours in
reconciling your books each week.
HACK 2
HACK 2
PAY YOUR STAFF IN UNDER 4
MINUTES
HACK 3
HACK 3
AUTOMATED INVOICE
REMINDERS
PAY YOUR STAFF IN UNDER 4
MINUTES
AUTOMATED INVOICE
REMINDERS
Xero now integrates with the ATO
for automated superannuation
payments and reporting to make
your life as a business owner even
easier.
Chasing unpaid debts and accounts
receivables is one of the most time
wasting tasks for a female
entrepreneur. Here are Doers
Finance, we love implementing
automated invoice reminders to
chase our client’s funds
automatically.
Each quarter, you are required to run
the superannuation report and with
Xero, this can be done in less than 15
seconds as it reviews your payroll
over the quarter and figures out
exactly how much each staff
member is owed.
With just a couple of clicks, you can
then lodge the superannuation
statement with the ATO and after
receiving a verification text, this can
then send the funds directly to the
superannuation accounts.
The days of manual payments are
gone and a whole world of
automation awaits with this cool
Xero hack :-)
This feature saves time and helps
your cash flow too. Businesses get
paid faster, but it’s difficult to find
time to chase overdue invoices, or
have those sensitive “money”
discussions.
Invoice reminders do that for you:
turn it on, work out how often you
want to send emails, tailor your
standard email message, and you’re
off. Simply set and forget and
invoice reminders will send your
customers an email reminder when
an invoice is overdue or is
approaching its due date.
MY FIVE
XEROHacks
An exceptional customer
experience
is vital to retaining your
customers.
And CLARITY is key!
Whether it be simple visual
communication and layout
or the
details of your course
T&C’s...
customers MUST be able to
EASILY
follow your program... and
trust you
100%
Ready to do more with
COURSE
CREATION?
To join me inside
The Behind-The-Scenes
Guide To Course
Creation for just $27 USD...
CLICK HERE!
HACK 4
HACK 4
THE TWO REPORTS ALL FOUNDERS
SHOULD CHECK EACH WEEK
THE TWO REPORTS ALL FOUNDERS
SHOULD CHECK EACH WEEK
As a busy entrepreneur, you need to be able to
quickly get financial information about your
business and make decisions that will help you
invest wisely and grow.
The two most important reports you should be
checking weekly can be displayed easily on your
dashboard for a quick health check of the
business. These reports are your Profit and Loss
Statement and your Cash Flow report.
With the click of a few buttons, your reports can
be displayed on your dashboard with actual
dollar amounts, line graphs or pie charts so you
can get a visual representation of what’s
happening and confidently make decisions for
growth!
HACK 5
HACK 5
BANK RULES
BANK RULES
If you deal with cash transactions or don’t enter
all transactions in Xero before you import bank
statements, set up bank rules. Bank rules are a
quicker and easier way to reconcile imported
bank statements.
You set up the rules to match your imported
statement lines. After you import a bank
statement and go to reconcile your account, your
rules run. For each bank transaction that matches
a rule, Xero creates a transaction based on the
rules you’ve set.
If the transaction Xero creates based on the rule
is wrong, you can edit it, create a new one or find
a transaction you’ve already entered into Xero to
match with your statement line. It’s powerful, and
saves hours.
MY FIVE
XEROHacks
But, unless you understand what each of the automation
steps mean and the way to apply them, it’ll only remain an
under-utilised tool that sits in your toolbox.
It is like having the keys to a gorgeous car but not knowing
how to drive it.
So, if you’d like to use these hacks to their fullest potential, I
want to show you how, through a private Bookkeeping
Health Check Call where, together we’ll deep dive into
exactly where you’re wasting time and getting stuck in Xero
and design a tailored game plan to get your hands off the
keyboard fast.
In this call, I’ll be showing you how you can focus more on the
things you love and are best at, and stop spending frustrating
hours on these time-draining finance tasks. You are in
possession of a tool that can get you massive results when
implemented correctly.
CLICK HERE TO BOOK MY
HEALTH CHECK