Events - McCulloch & Partners

Free Xero EOFY Workshops

Discover the benefits of managing Creditors in Xero, from contacts to reporting.

Don’t miss out on our FREE Xero workshop showing you how to get ready for end of financial year. Learn how to use financial reports to effectively monitor, assess and review your business performance and position.

During this workshop, we’ll cover understanding EOFY and your responsibilities, confirming your bank balance, reviewing your debtors and creditors (bad debts), reviewing your inventory balances (obsolete stock), using Xero files for storing required documents, confirming balance sheets items (fixed assets and loans), understanding your cashflow vs profit and loss, and Xero’s business snapshot (key performance indicators).

INVERCARGILL
Where: Level 1, 20 Don Street, Invercargill
When: Thursday 27th March, 12.30pm – 1.30pm OR Friday 28th March, 12.30pm – 1.30pm

QUEENSTOWN
Where: McCulloch & Partners, Level 2, 11-17 Church Street, Queenstown
When: Thursday 27th March, 12:30pm – 1:30pm

Limited spaces, so register now to secure your spot!

Get in touch with your usual MCP contact or email mcp@mcp.co.nz to register.

Free Xero Invoicing Workshops

Streamline, simplify and succeed – master Xero invoicing!

Learn how to confidently create and manage invoices with Xero – streamline your billing process and enhance your business’s financial efficiency.

During this workshop, we’ll cover an overview and benefits, creating and sending invoices, debtor reports, setting up payment services, reconciling paid, part-paid and overpaid invoices, invoice reminders and statements, customising invoices and statements to match your branding, creating and applying credit notes, overpayments and refunds.

INVERCARGILL
Where: Level 1, 20 Don Street, Invercargill
When: Wednesday 9th April, 10:00am – 11:00am OR 5:30pm – 6:30pm

QUEENSTOWN
Where: McCulloch & Partners, Level 2, 11-17 Church Street, Queenstown
When: Thursday 10th April, 5.30pm – 6.30pm OR Friday 11th April, 10.00am – 11.00am

Limited spaces, so register now to secure your spot!

Get in touch with your usual MCP contact or email mcp@mcp.co.nz to register.

Free Xero Hubdoc Workshops

Simplify your process for managing creditors – unlock the power of Hubdoc with Xero!

Introducing Hubdoc, learn how to effortlessly manage creditors, create batch payments, and automate key processes to save time and improve business efficiency.

During this workshop, we’ll cover an overview and benefits, uploading supplier invoices and receipts to Hubdoc, using the Hubdoc App to upload receipts on the go, Hubdoc’s data extraction, coding and automating sending data through to Xero, reconciling your Hubdoc transactions in Xero, and creating batch payments in Xero for supplier invoices.

INVERCARGILL
Where: Level 1, 20 Don Street, Invercargill
When: Tuesday 13th May, 10:00am – 11:00am OR 5:30pm – 6:30pm

QUEENSTOWN
Where: McCulloch & Partners, Level 2, 11-17 Church Street, Queenstown
When: Wednesday 14th May, 5.30pm – 6.30pm OR Thursday 15th May, 10.00am – 11.00am

Limited spaces, so register now to secure your spot!

Get in touch with your usual MCP contact or email mcp@mcp.co.nz to register.

There are currently no upcoming events or workshops scheduled at this time.

However, we’re always working hard to bring you the latest and most informative events and workshops to help you and your business succeed. Please be sure to check back regularly for updates or send us an email if you’re interested in being informed when a new workshop or event becomes available. Our team will be happy to keep you in the loop and make sure you don’t miss out on any exciting opportunities to grow your skills and your business.