Intro to Xero: Bookkeeping Basics for Small Business Owners

Getting your numbers organized doesn’t have to be overwhelming. In this beginner-friendly session, you’ll learn how to use Xero, a cloud-based accounting platform designed to make small business bookkeeping simple.

We’ll walk through:
• Setting up your Xero account using the FREE six month promo for SBDC clients
• Connecting bank accounts and automating transactions
• Creating and sending invoices
• Tracking expenses and staying on top of cash flow
• Running basic reports so you actually understand your numbers

Whether you’re launching your business or looking for a smoother way to manage your books, this workshop will give you the tools to feel confident and in control of your finances.

Presented by Bear Financial Solutions, named Xero’s 2025 Small Firm of the Year.