Workshops and seminars

Findlay Sidekick are committed to broadening our involvement with the growth of businesses in Wanaka, the Southern Lakes and Central Otago regions. More specifically – the growth and development of your business.

We run events where you can learn all about accounting for your business using Xero accounting software, and how to get the most out of it.

More Xero & Hubdoc webinars with Josh Wilson

Josh Wilson is our Business Apps and Software specialist and is passionate about helping clients find ways to make their software work harder and smarter and he is running a number of webinars over the next month. This is your chance to upskill in Xero and Hubdoc!

1. Xero Q & A Session

Tune in to hear and see the answers to your burning questions on Xero.

29th April 10am

Register here

2. Introduction to Hubdoc (re-run of content on 7th April)

Learn about Xero’s latest feature addition Hubdoc and how it can turn your paper receipts and invoices into digital transactions saving you time and money.

5th May 10am

Register here

3. Xero advanced coding tips and tricks (re-run of content on 7th April)

Reconciling isn’t always easy, learn some tips and tricks for how to reconcile difficult coding scenarios that only crop up once in a blue moon.

5th May 11:30am

Register here

4. Xero Reporting Tips (re-run of content on 9th April)

Xero has a great range of reports, the key is knowing which reports to go to and when. Josh will take you through the most commonly used reports and how they can give you insights into your business.

7th May 11.30am

Register here

5. Xero Focus: Invoice and Debtor Tips and Tricks

Xero has some awesome tools to make your book work go smoothly. In this webinar Josh will be looking at the ways you can speed up entering invoices, sending invoices and following up late payments.

14th May 11.30am

Register here

6. Xero Focus: Contact Database Tips and Tricks

In this webinar we will look at the contact database in Xero and the benefits of keeping this up dated as well as the tools that Xero gives you to help analyse your database to get valuable insights.

21st May 11.30am

Register here

7. Xero Focus: Xero Phone Apps

In this webinar we will look at the phone apps that Xero have with a focus on the main app and the tools it gives you such as; reconcile on the go, check who owes you and send new invoices. Tune in to see these features and more.

28th May 11.30am

Register here



Upskill with Josh Wilson: Xero & Hubdoc

Something for the confident Xero user! FREE

03.04.20 update: this seminar is now to be run as two webinars

Josh Wilson is our Business Apps and Software specialist and is passionate about helping clients find ways to make their software work harder and smarter and he is running two one hours webinars. This is your chance to upskill in Xero!

1. Hubdoc and advanced Xero coding

Tune in to hear Josh Wilson talk about Hubdoc and show you how to upskill your Xero skills. Learn about Xero’s latest feature addition Hubdoc and how it can turn your paper receipts and invoices into digital transactions saving you time and money.

Reconciling Xero isn’t always easy, learn some tips and tricks for how to reconcile difficult coding scenarios that only crop up once in a blue moon.

1 hour plus question time
Tuesday 7th 10am

Register here

2. Xero Reporting

In this webinar, Josh looks at the reports that he frequently uses or clients have asked for. He will also look at areas to get information without having to run a report and how to customise reports.

50 min plus question time
Thursday 9th 10am

Register here

After registering, you will receive a confirmation email containing information about joining the webinar.

About Josh

Josh Wilson is a Chartered Accountant originally from Southland. He made the transition to working with software full time seven years ago and is passionate about helping clients find ways to make their software work harder and smarter. He works with both Xero and MYOB as well as a selection of add-on products to help businesses find the best solution for them.



Free Cashflow Management Workshop

Making great business profit is one thing but that’s not much comfort if your bank account doesn’t reflect your profits.

Join us on Wednesday 11th March for this short and snappy workshop and let us help you:

  • Learn the difference between profit and cash surplus in your business
  • Learn how the working capital cycle works
  • Establish your Cash Conversion Cycle
  • Identify the causes of poor cashflow
  • Understand the process changes that improve your cashflow

Date: Wednesday 11th March
Time: 9am
Where: Findlay Sidekick Office, Level 1, 31 Dunmore Street, Wanaka

Places are limited. Please email anna.m@sidekickca.co.nz or call 021 039 8903 for bookings and further information.



7 Ways to Grow Your Business is back due to popular demand!

Here’s your chance to receive a first-hand, no-cost insight into how quickly and how profoundly you can achieve business growth. You will:

  • Be challenged to change your behaviour and look at your business like you never have before
  • Learn how to set a roadmap and cruise control dashboard for your business
  • Discover how to measure and maximise business efficiency
  • Discover the 7 ways to grow your business
  • See worked examples of the Growth Equation in action

Date: Tuesday 29th October & Tuesday 26th November
Time: 11am – 12/12.30pm
Venue: Findlay Sidekick Office, Level 1, 31 Dunmore Street, Wanaka
RSVP: anna.m@sidekickca.co.nz 



The 10 Hats We Wear in Every Business

Do you find yourself spread too thin in your business?

Do you want to understand how you can improve your organisation structure and take back control of your business?

Fixing your organisation structure could be the breakthrough you need to free up time to grow your business.

The benefits of attending:

• Learn how you can free up your time and achieve better leverage – without blowing yourself apart
• Learn the 10 Hats and why every business has them
• Understand which hats you’re wearing effectively
• Learn the function, responsibility and performance expectation of each hat
• Implement strategies so your entire team works smarter, not harder
• Does your business have a clearly defined structure?
• Do you have job descriptions for every role?

Come along to this free session where you’ll learn all about how to effectively apply structure in your business.

Date: Wednesday 6th November
Time: 11am – 12/12.30pm
Venue: Findlay Sidekick Office, Level 1, 31 Dunmore Street, Wanaka
RSVPanna.m@sidekickca.co.nz 



Sidekick Cloud for Tradies

Paper work wasting your time?

Want to spend more time on the tools and less in the books?

No idea if you are making money on your jobs?

Josh Wilson, our Cloud Software expert, will take you through how software products like Xero, Fergus and WorkflowMax can maximise your profitability, manage costs, run jobs and put your business in the fast lane.

Come with your questions and see how Sidekick Cloud can help.

Date: Friday 21st June
Time: 8.30am-9.30am
Venue: Findlay Sidekick Office, Level 1, 31 Dunmore Street, Wanaka
RSVP: andrea@findco.co.nz

For more information email Josh Wilson, josh@sidekickcloud.co.nz.



Sidekick Cloud for Retail

Sell more, save more, make more!

Come and hear about Vend, one of the most powerful, efficient POS systems on the market.

Josh Wilson, our Cloud Software expert, will take you through how software products like Xero, Vend and Hubdoc can streamline your POS, ecommerce, inventory, receipts and more.

Come with your questions and see how Sidekick Cloud can help.

Date: Thursday 20th June
Time: 6pm–7pm
Venue: Findlay Sidekick Office, Level 1, 31 Dunmore Street, Wanaka
RSVP: andrea@findco.co.nz

More information: email Josh Wilson, josh@sidekickcloud.co.nz



Employment Law and Health & Safety Update

A lot of our clients right now are scared of the impending changes to the Employment Relations Act.  Are you up to speed with the changes? Need some help navigating these new waters?

Findlay Sidekick would like to invite you to a seminar presented by one of our newest partners:
Kirsten Maclean – Director Sidekick HR.

Topics

Real-life war storiesan update on Health & Safety prosecutions that have taken place.

Updates for employers on employment law, the changes to employment law that go ‘live’ on 6 May 2019, including:

  • The 90 day trial period
  • Meal breaks
  • Union representation in your industry
  • Whether you will you need to pay unions

Details

Date: 12 March 2019

Time: 4pm

Venue: TBC

RSVP: andrea@findco.co.nz



7 Ways to Grow Your Business Wanaka & Queenstown

Findlay & Co are committed to broadening our involvement with the growth of businesses in the Wanaka & Queenstown region. More specifically – the growth and development of your business.

Join us at one of our ‘7 Ways to Grow Your Business’ short seminars!

Wanaka: Wednesday 13th February, 10.00 – 11.15am, Armstrong Room, Lake Wanaka Centre

Queenstown: Friday 15th February, 10.00 – 11.15am, venue to be confirmed

In this short 75-minute seminar you will receive a first-hand insight into how quickly and how profoundly you can achieve business growth. You will:

  • Be challenged to change your behaviour and look at your business like you never have before.
  • Learn how to set a roadmap and cruise control dashboard for your business
  • Discover how to measure and maximise business efficiency
  • Discover the 7 ways to grow your business
  • See worked examples of the Growth Equation in action

Please email anna.m@sidekickca.co.nz or call 021 039 8903 for bookings and further information. Spaces are limited.

REGISTER NOW