Events

Cashbook Training Webinar

Welcome to the Cashbook Webinar, where mastering financial tracking and transaction management gives you the clarity and control to drive your farm business forward.

Daily: 10am-11am AWST
28 October - 1 November
Online webinar
$550 per registrant
Register now

May 2024

Mastering cashbook management

In this comprehensive 5-day program, you will gain key insights into the power of cashbook management, learn essential skills to record and track financial transactions, and acquire the tools to make informed business decisions.

Why cashbook management matters

Effective cashbook management is the foundation for financial clarity and stability in any farm business. It allows you to see exactly where your money is going, helping you avoid surprises and seize opportunities. By tracking every dollar, you gain the ability to spot trends, prevent overspending, and make timely decisions that strengthen your business.

Our Cashbook Webinar provides the essential tools to help you stay in control of your finances and build long-term success. Helping you move beyond just keeping financial records for tax to powerful financial information for farm business growth & improvement.

Webinar details

  • Duration: 5 days
  • Format: One-hour webinars each day, with live Q&A at the end of each session
  • Recordings: Participants will receive recordings of the webinar after the 5-days

Join us as we explore the essentials of cashbook management, providing you with practical skills and strategies for effective financial reporting, budgeting, BAS management, and streamlined invoicing tailored specifically to your farm business needs.

Cashbook content

Day 1: File Manager and cashbook overview

On the first day, we cover the essential elements of cashbook management. We guide you through basic navigation, which includes understanding File Manager, bank account and tax set-up.

  • Benefits of good cashbook management
  • The basics of how to set up your cashbook

Day 2: Transactions and reconciliations

On the second day, you’ll master essential cashbook skills like entering transactions, reconciliation, and understanding GST setups. We’ll also cover importing bank feeds and best practices for managing your finances.

  • How to edit and delete transaction
  • Understanding different setups
  • Understanding reconciliation

Day 3: Streamlining EFTs and invoicing

On the third day, we'll focus on shortcuts for efficiency, generating key reports, troubleshooting reconciliation, and understanding enhanced invoicing and Electronic Funds Transfers (EFTs).

  • Going through shortcuts and smart keys
  • Go through different reports

Day 4: BAS and cashbook reporting

On the fourth day, we'll cover BAS essentials, including reopening for GST and fuel tax, best practices for budgeting and payroll imports, and troubleshooting tips for closing BAS effectively.

  • Understanding BAS
  • Troubleshooting tips and best practices

Day 5: Bringing it all together and guest speaker

The final day consolidates your learning. we’ll recap cashbook management reporting, cover importing actuals into Quick Budget, and discuss C-Suite reporting. Our Joint-CEO, David Egerton-Warburton, will join to provide perspectives on effective management reporting.

  • Cashbook for management reporting
  • Actuals import in quick budget & actuals analysis
  • C-Suite management reporting

Course materials

Participants will receive the following course materials:

  • Training manual: A comprehensive guide to the webinar content
  • Handouts: Additional resources to enhance your learning experience

Pre-requisites

  • Laptop or desktop with reliable wifi