BOOKKEEPING COURSE FOR
MEDICAL PRACTICES
Master Bookkeeping for Medical Practices
Our Medical Bookkeeping Courses are designed for practice managers, office staff, accounting graduates, allied health professionals, medical specialists, and GPs who want to manage finances with clarity and confidence.
Learn how to simplify bookkeeping, stay compliant, and make informed business decisions with ease.
Watch Neha’s video to see how these courses can help you take control of your practice’s finances.
ApprovalMax for Medical Industry
This course covers setting up and using Approval Max in the medical industry.
CFO for Medical Industry
This course will give you the skills and tools you need to be a CFO for your medical practice. Incl planning, budgets, reports.
Dext for Medical Industry
This course will help you set up and manage Dext for you so you can work smartly and ensure all your receipts and invoices are safe in the cloud.
Reporting for Medical Industry
Covering: Using Xero files, BAS reports, management reports, quality control reports.
Management Reports Every Medical Practice Should Use for Decision Making
Management Reports Every Medical Practice Should Use for Decision Making
Bookkeeping for Medical Industry - Xero
We are passionate about helping business owners have clean book keeping. If you have no accounting or bookkeeping qualifications, but are responsible for the bookwork in your practice, this course is for you.
Bookkeeping for Medical Industry - MYOB
A thorough course perfect for MYOB users who are Practice Managers, Office Managers and Accounts staff in the medical industry.
ADD-ON COURSES FOR ALL INDUSTRIES
Payroll, Super compliance and automated team onboarding using Xero and Xonboard
$349 AUD
All you need to know about payroll in Xero.
The payroll program is specifically created to cover all aspects of payroll in Xero. We also touch on those tricky issues regards to be able to process super for subcontractors.
Duration: 5 Weeks (1.5 hr session per week)
Welcome to the course!
Module 1: Payroll Setup
Module 2: Payroll - Day to day
Module 3: Payroll Tax, and Workcover
Module 4: Next Level payroll
Module 5: STP and End of year payroll
Module 6: [BONUS] Managing Maternity Leave with Centrelink and in Xero
Module 7: SGC Statements
Module 8: Xonboard - Using automated method to onboard staff
Presentation files and Notes
TFN Declaration form
Super Choice form
Contact
Project Profitability Add-On
$349 AUD
Welcome to the course!
Module 1: Setting up your file to handle project profitability using projects and tracking categories
Module 2: Entering transactions for accurate reporting
Module 3: Creating controls and Easy set up to locate errors
Module 4: Setting up custom reports
Module 5: Using AI to understand Financial Story of your reports
BAS Working and Lodgement
$349 AUD
Welcome to the course!
Module 1: File Review
Module 2: File Reconciliation
Module 3: BAS working and lodgement using Xero
BUNDLE COURSES
INDUSTRY STARTER BUNDLE
$740
Includes Foundations course + Reporting Pro for one industry
Built for New DIY owners/managers
VALUE (INC. GST) - $925 AUD
BONUSES: Office hours 8 weeks; templates; checklists
GUARANTEE: 30-Day
PRO PRACTIONER BUNDLE
$1190
Includes any Foundations + Reporting Pro + 7 Steps Flagship
Built for those wanting full system + rhythm
VALUE (INC. GST) - $1623 AUD
BONUSES: 1x 30‑min 1:1 with Neha; Board-pack template
GUARANTEE: 30-Day
ANNUAL ALL-ACCESS PASS
$1990
Includes all current & new courses for 12 months + templates
Built for Businesses + pros wanting everything
VALUE (INC. GST) - $3990 AUD
BONUSES: Quarterly planning clinic; community group
GUARANTEE: 60-Day
Bookkeeping Training helps business owners with seamless solutions for all your day-to-day bookkeeping needs.
We provide targeted, industry specific bookkeeping courses for you and your team members.
Bookkeeping Training also provide custom training for your business based on your needs.
What Our Clients Are Saying
Paul Broadfoot
I am a business consultant and have been working with Sum and Substance and Neha for over 10 years. When I first started I found most of the clients I was advising had sub-standard bookkeeping and I replaced them with Sum and Substance. In every instance, they over delivered in professionalism and capability. Now that I also own my own businesses, they all use Sum and Substance. They are a rare find in the bookkeeping world. Couldn't recommend them more highly.
Frank Vecch
I have been working with Neha and her team for more than 4 years. They transitioned our accounting software from MYOB to XERO. It was a daunting task for our business but Neha and her team executed it smoothly and efficiently. Since then, they have managed our payables, payroll, and all other bookkeeping needs. Their customer service and support has been excellent from day 1! Highly recommend Sum and Substance for all your Bookkeeping needs.
Marie Kitch
We have been working with Neha and Ansh for over 4 years. They are very professional in what they do and it’s a pleasure to work with them. Payroll is always done on time even when we have questions to ask!! Thank you for always being a great support to us.
Dani Matthews
Neha and the Sum and Substance team are always a pleasure to work with and provide a very professional service including looking after our staff payroll and client invoices.
Susan Pierotti
I needed to change my online accounting software to another platform. I asked Neha at Sum and Substance about moving to Xero. She made the process so easy. She offered excellent training that was easy to understand and was available when i needed extra advice and assistance. Neha is generous with her time and exceptional with her knowledge and training. i would highly recommend Neha at Sum and Substance.
STAY UP TO DATE
Join Our Mailing List!
Join our mailing list to stay up to date with all our latest webinars and courses.
