Bookkeeper Course

Bookkeeper Course

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Responsible	annie@adminhappy.com.au
Last Update	06/29/2026
Completion Time	2 hours 30 minutes
Members	2

Course
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Module 1: Welcome to Admin Happy

3Lessons · 30 min
- Introduction
  
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- About Admin Happy
  
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- Our Mission, Vision and Values
  
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Module 2: The Foundations

5Lessons · 1 hr 5 min
- Foundations Overview: How we work
  
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- Cloud Directory & File Management
  
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- Client Profiles
  
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- Client Communication Systems
  
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- EA Collab Portal
  
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Module 3: Xero Practice Management (XPM)

3Lessons ·
- All About XPM
  
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- The Process and Insights
  
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- How we use it at Admin Happy
  
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Module 4: Workspace (ClickUp)

3Lessons ·
- All About ClickUp
  
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- The Process and Insights
  
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- How we use it at Admin Happy
  
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Module 5: The AUTD (Always Up To Date) System

6Lessons · 55 min
- What: Always Up To Date (AUTD)
  
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- Why: Always Up To Date (AUTD)
  
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- How: Always Up To Date (AUTD)
  
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- AUTD Guidelines: WE DON'T GUESS, WE DON'T DO MESS, WE DON'T DO STRESS
  
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- Other Guiding Principles of AUTD
  
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- AUTD Steps and Process
  
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