Spreadsheet to Xero

When to know it’s time to go beyond basics…

Keeping your finances simple


But knowing where to start and when to move up, is critical.

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What tools from start to upgrade

Lets step through some great options for your finances from when you start out and as you grow your business. Giving you affordable options, saving critical funds whilst keeping an eye on your finances.

Start with a great Spreadsheet

When we start our business we suddenly have new costs we didn’t anticipate. Subscriptions, insurances, business platforms such as websites, email tools, just to name a few.

Many of these start free, some of them can continue to be free. Some others start to cost money per month and before you know it, hundreds of dollars can be spent per month.

Keeping your finger on the pulse is important, to watch these costs and also ensure we know our business numbers.

Doing this ourselves helps us monitor not only our growth with revenue coming in and also watching our expenses don’t get out of control.

This is why we recommend starting with a spreadsheet.

Our resources page holds these Free downloadable spreadsheets with and without GST options.

Click here to find these great tools.

Want more insight and more automation?

The next step is a system called Xero!

One of many great cloud based accounting systems, this one is the easiest to learn, the most user friendly and also set up in a heart beat by a professional.

Having a Biz-Buddy Bookkeeper to also teach you all the tricks, tips and hacks the Pro Bookkeepers don’t want you to know about…


Xero Cloud Accounting

The most popular all in one, online accounting system, specifically designed for small to medium size businesses to keep your eye on those finances on any mobile device, anytime, anywhere.

Load your bank transactions directly into the platform once for ongoing automation options for your reconciling.

Set up repeating invoices to your clients and auto reminder systems to get paid while you sleep.

With so many great, hidden gems in this program, it really is the one stop shop for your business finance needs.

Our courses can help guide you through some of the high end processes that Xero hides, click here to discover some great learning options.


Want to learn more about business?

We want to help you in your business journey. We have made quick online courses to assist you with great advice, direction. Each module is designed to specifically guide you and step you through process options so you can DIY your business set-up.