From Overwhelm to Clarity: Budgeting Basics & Setting Up Xero with Katie Bryan, Chartered Accountant & Founder of Propeller Advisory. Managing your business finances doesn’t have to feel like a constant guessing game.
In this step-by-step masterclass, Katie Bryan walks you through exactly how to build confidence with your numbers, set up Xero from scratch, and create a budget that actually works for your business.
Whether you’re just getting started with Xero or you’ve been winging your finances for too long – this is the practical, supportive guide you’ve been waiting for.
You’ll learn how to:
🔸 Understand why budgeting is key to sustainable growth
🔸 Set up and customise your Xero account
🔸 Create your Chart of Accounts for accurate reporting
🔸 Track income and expenses inside Xero
🔸 Build your business budget using Xero Budget Manager
🔸 Keep your budget up to date as things change
🔸 Use forecasting to plan for growth and stay proactive
🔸 Analyse your progress so you can make confident decisions
By the end of this masterclass, you’ll feel more in control of your money, more confident about what’s coming next and more empowered to grow a business that’s built to last.