When someone leaves, a new starter joins or a system changes, the know-how usually sits in one person's head or in a long procedure document nobody reads. I turn the way your business works into a short interactive app with plain-English lessons, your own documents as examples, practice with instant feedback and a sign-off record.
Built by a CPA with 15+ years in finance across Australia and New Zealand.
This is a complete sample module built for a fictional joinery business. Work through it as a new starter would: learn the bill workflow, check a real-looking bill, handle a payment-fraud email and finish with a sign-off.
Harbour Joinery and all figures here are made up. Your app would use your own workflow, approval limits, systems and documents.
Each project follows the same path. You stay in control of the content, and nothing is released to staff until you have reviewed it.
Every project is quoted on its own. The price depends on how many workflows are covered, how much is customised and whether you want live sessions.
After an initial meeting you receive a fixed quote before any work starts.
Looking for the ready-made option instead? The Bookkeeping with Xero course is sold one module at a time.
Tell me which process you want to train people on and who will use it. Delivered online, with on-site visits on request.