Beyond the Books DIY Xero Bookkeeping Course

Coming Soon!

DIY Xero Setup and

Bookkeeping Course

$250

one time fee

Our DIY Xero Setup Course helps small business owners and freelancers get their bookkeeping up and running the right way. This self-paced program shows you exactly how to set up Xero step-by-step, leaving you with a clean, customized, and reliable system you can build on.

Coming Soon!

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Built for Small Business Owners Who Want Control

If you are not ready to outsource bookkeeping, but also need some help, this course is your sweet spot.
We will walk you through Xero set-up step-by-step, so your books are clean, compliant, and customized from day one.

What’s Inside the Course

Xero From Scratch — Clear Steps, No Guesswork

How to set up your Xero account from the ground up

Connect your bank accounts and payment tools

Create a chart of accounts based on your business type

Invoicing, expenses, and categorization best practices

Set up recurring items and automation features

Run your own financial reports with confidence

Avoid the most common small-business bookkeeping mistakes

All modules are pre-recorded and self-paced — no live attendance required.

Who This Is For

This course is designed for:

Solopreneurs and freelancers

Early-stage service providers

Business owners who want to understand their finances

Anyone looking to take control of their books before outsourcing

You don’t need to be a numbers person — just ready to learn.

Course Details

One-time investment: $250

Includes:

Immediate access to all video lessons

Downloadable guides and checklists

Lifetime access to course materials

Invite-only email list for accounting tips

Option to upgrade to bookkeeping services anytime

What You Will Walk Away With

A functioning Xero system tailored to your business

A basic understanding of what your numbers mean

Confidence in your day-to-day tracking

Cleaner year-end reports for tax season

A clear foundation for future financial growth

Quick FAQs

Do I need to buy Xero separately?

Yes. Your Xero subscription is not included in the course. We will help you choose the right version and get set up.

Is this for product-based businesses too?

This course is built for service-based businesses. Product-based businesses may require inventory management not covered in the lessons.

Can I ask questions during the course?

The course is self-paced, but you’ll still get a free 30-minute call at the end to review your setup and ask questions. If you’d like more help afterward, you can book paid support or upgrade to our done-for-you services.

What if I want to switch to your bookkeeping service later?

Great. We’ll credit a portion of your course fee toward onboarding if you upgrade within 60 days.

Set It Up Right From Day One

You don’t have to hand everything off yet, but you do need to set it up the right way.

This course teaches you how to build a bookkeeping system that works without hiring a bookkeeper just yet.

This site does not provide legal or financial advice.

Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.

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