Description
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ZOOM! Setup and Bookkeeping Bundled
Over the last 18 months I’ve integrated an accounting system built for my Amazon clients that automates 75% of the manual work…
(And now I want to show you how to set up and run it for your business)
The Zoom! System
It starts with cloud accounting software Xero at the hub.
Next, I capture all business expenses via feeds that directly connect your bank account and credit cards to Xero.
From there, I capture all sales data from Seller Central via a plugin call A2Xaccounting.
Finally, I use Taxjar, InventoryLab, and Shoeboxed as optional edge players to manage sales tax, inventory, and receipts respectively.
About the Technology Stack
Accounting Hub – $30/month
A beautiful cloud accounting software, Xero combines an amazing user interface/experience with built-in efficiencies to knock out huge chunks of manual data entry. It is simply the best cloud accounting software in the small business space right now.
SOFTWARE PLUGIN – $19/MONTH+
One of the great things about Xero is that it integrates with hundreds of “add-on” software plugins like A2X Accounting. A2X maps all of the sales data from Seller Central directly into Xero in a slick and automated fashion.
SALES TAX – $19/MONTH+
Taxjar is an automated sales tax reporting solution which makes one of the most frustrating aspects of selling much more manageable.
Inventory management – $49/MONTH
One of the most common mistakes sellers make when doing their own books is accounting for the cost of inventory incorrectly. InventoryLab goes a long way in tracking the value of your inventory and how much you sell each month. Depending on your situation, this tool may be optional.
Receipt MANAGEMENT – $9/MONTH+
Let’s face it. Some of us are great with keeping things like receipts organized, and some of us just aren’t. Shoeboxed makes it ridiculously easy to knock this out. And for added luxury, they will even send you a magic envelope to stuff in all your receipts. This tool is also optional.
Here’s How the Course Works
Step 1: Watch
With over 5 hours of step-by-step screencast videos, you will learn the exact same procedures I use to train my staff and clients on how to set up and work the Zoom! accounting system. The only difference is that I’ve converted the content into easily digestible, on-demand video segments.
STEP 2: Download
Depending on the course you take, you will gain access to multiple worksheets, templates, and direct links to written procedures. After watching the tutorials, you will need to download them from the resources section of the course, and fill them out.
STEP 3: APPLY
Since each lesson builds on the previous one, you will apply what you learn in each lesson before moving on to the next segment.
STEP 4: repeat
Once you have setup the system and know how to use it, all that’s left is to continue working the system as designed and reap the rewards.
Course Contents:
ZOOM! SETUP
How to setup an automated accounting system for Amazon in 7 days
Module 1- Getting Started
- Introduction
- Create Xero Account
- Optimize Xero Settings
Module 2 – Connect Bank Feeds
- Prepare Financial Connections
- Connect Checking, Savings, & Credit Card Accounts
- Connect Paypal Feeds
Module 3 – Entering Historical Data
- Enter Conversion Balances
- Import Historical Data lb Import Data via .CSV Files
- Import Historical Paypal Data O Run a Reconciliation Report
Module 4 – Integrate A2Xaccounting
- Set up A2X Account
- Optimize A2X Settings
- Map A2X Accounts
- Troubleshoot Missing A2X Settlements
Bonus Content
- Handling Commingled Accounts
- Converting .PDF Statements
- Sales Tax Software
- Inventory Management Software
- Receipt Capture Software a Course Documents & Resources
- Congratulations!
ZOOM! Bookkeeping
How to do your Amazon books in just 90 minutes or less each month
Module 1- Getting Started
- Introduction
- Bookkeeping Overview
- Xero Interfaces
- Xero Interfaces (Update 1) (3:46)
- Xero Dashboard
Module 2 – Ongoing Categorization Process
- Run a Reconciliation Report
- Reconcile Screen 0 Cash Coding Screen
- Bank Rules 0 Amazon Payouts 0 Supplier Sills (5:44)
- Customize Chart of Accounts
Module 3 – End-of-Month Processes
- Inventory Adjustments
- New, Simpler inventory Process 1(5:39)
- New, Simpler Inventory Process 2 (12:48)
- Depreciate Fixed Assets
- Month-End Reporting
Bonus Content
- Reporting Layouts
- Find & Recode Tool
- Accounting for Shopify Sales (or any other channel) (16:38)
- Reconciling Sales Tax Transactions
- Continuing Education Course Documents & Resources
- Congratulations!
Get Download Jeremiah Kovacs – ZOOM! Setup and Bookkeeping Bundled at Forimc.net right now!
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