Bank reconciliations | Statement reconciliations | Monthly management accounts | Quarterly investor reporting | Quarterly forecasting | Annual budget setting
"Jess was amazing at helping me set up Xero. I was getting frustrated with Xero, she ironed out all the kinks and helped me understand the software. Highly recommend Cole Consulting Group to anyone needing to streamline their business accounting".
Joel O’Reilly, O’Reilly Electrical Services
Joel O’Reilly, Founder of O’Reilly Electrical Services, took the plunge and started his own business. Computer savvy Joel created his own Xero file, linked in his bank accounts and set up Stripe but wasn’t sure what to do with the information from there. He was generating invoices in the file and marking them as paid, but couldn’t figure out why there were reconciliation errors. He wanted to understand whether he was profitable on a job but wasn’t sure how to check this information easily. Being a tradie on the go, he had plenty of receipts stashed in the glovebox of his car but wasn’t sure what to do with them and whether to keep them.
Cole Consulting Group provided Joel with peace of mind that Xero was set up properly and gave him confidence in how to use it.
Our immersive 8 week course designed to empower you to take charge of your day to day business finances, win some time back and feel confident with smooth processes.