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about us upskilling for accountants webinars Mar 19, 2025

We have provided webinars and courses to thousands of accountants over the years, and whilst AI and offshoring are hot topics at the moment, here are two of our most popular webinars that keep selling:

Building a Tax Planning Template in Xero

In this jam packed one hour webinar we take you through how to build a tax planning template at Xero HQ level. 

The planning template has four reports which include:

  • A summary page to provide your tax planning assumptions and recommendations
  • A customised projected profit and loss using the report layout functionalities
  • A tax reconciliation template and an individual and company estimate and
  • A payment schedule. 

We cover:

  • How to build a summary page
  • Projected profit and loss
  • Building and using a tax reconciliation template
  • How to build an individual and company estimate and
  • Building a payment schedule.

 

 

Webinar: Preparing Financial Statements in Xero

In this webinar, you will learn how to prepare end-of-year financial statements using Xero's report templates in Xero’s Business Edition. You’ll get an understanding of the best practice process for preparing EOFY reports.  The course covers:

  • Re-reporting checks
  • Accessing and customising the reports
  • Publishing the report for the client and
  • Process for future periods.

 

This webinar is perfect for accountants and bookkeepers who want to create system reports that you can use across multiple clients.

 

Why choose us for your upskilling needs?

Being a lifelong learner, Director Neha Nayyar is passionate about accounting and education. Neha is an experienced accountant who also runs a successful bookkeeping business which she built from the ground up. She then created Future Proof Accountants to provide courses & training for grad accountants to fill the practical gaps uni often doesn’t cover. The courses were a success (and still are) but Neha wanted to reach more people so she created an extensive suite of webinars and courses for all accountants wanting to upskill or refine their skills in their accounting systems. Neha has a keen interested in AI and systems and loves teaching accountants how to use this amazing technology to  help them in their day to day accounting and of course, stay ‘future proof’.  

 

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