Tradie Financial Foundations
Orientation instead of overwhelm. Confidence instead of avoidance.
Designed and taught by Kirsty Nell, Xero Silver Partner and NZ Trades Bookkeeping Specialist. Built for real tradie behaviour and energy — not for accountants.
Orientation First
Understand what matters before you learn what to do.
Built for Tradies
Designed for real tradie behaviour — not accountants.
Self-Paced
Short lessons. Complete in 2–3 hours. Revisit when things wobble.
What's Inside
Course Modules
Foundations
Set the business up so it doesn't fight you later.
- Business vs personal money — why it matters
- Bank accounts that actually make sense
- GST awareness — what it affects, not the mechanics
- Cloud storage for bookkeeping
- Early traps tradies fall into and how to avoid them
Outcome
Clean foundations, reduced future cleanup, clearer thinking.
Making Xero Make Sense
Orientation before instruction.
- What Xero is (and isn't)
- The only screens that matter right now
- Money timing vs errors — understanding the difference
- What 'healthy' looks like at a glance
- When to stop and close Xero confidently
Outcome
Reduced anxiety, no more avoidance, calm engagement with your numbers.
This is for you if...
Built for Tradies Who Are Tired of Feeling Behind
- Already in business or just setting up
- Want to understand your business money and Xero
- Feel behind, confused, or avoidant — but willing to self-lead
- Want clarity, not complexity
- Value calm, practical guidance over hype or jargon
This is NOT for you if...
Not the Right Fit?
- ✕Anyone who wants it done for them (see our bookkeeping services)
- ✕Anyone looking for shortcuts or hacks
- ✕Anyone unwilling to engage with their numbers
Want it done for you instead? Check out our bookkeeping services.
View ServicesWhat Tradies Say
"I finally understand what Xero is actually doing. I'm not scared of it anymore. Worth every cent."
"The foundations module alone sorted out three years of confusion. I wish I'd done this when I started."
Enrol Now and Take Control of Your Numbers
Choose the option that works for you. Both give you full access to both modules and all course materials.
- Both modules
- Self-paced access
- 12 months access
- Revisit anytime
- Both modules
- Self-paced access
- Lifetime access
- Revisit forever