Cloudstaff Academy

JULY
Coffee Sessions: Working Across Cultures

Join us for a series of coffee sessions with a variety of panelists to help Philippines team members to:

1. Increase knowledge of your clients' culture whether that be US or AU.
2. Consider how to adjust your style to improve the service you provide for your US or AU client and end customer.

Time commitment: 45 mins
Investment: $0 - your time only
Location: Virtual
Join the session by registering using the enroll now button

Dates: July 9 and July 23, 2025
Time: During your lunch break

Customer Service: Zendesk

Gain the skills needed to navigate Zendesk confidently and elevate your customer support performance with practical, step-by-step guidance. Through practical, hands-on training, participants will learn about:

• Navigating the Zendesk interface and understanding key features
• Managing support tickets effectively from creation to resolution
• Streamlining responses with Macros
• Automating workflows using Triggers and Automations
• Implementing Best Practices for superior customer service

Time commitment: 3 hours
Investment: AUD$80
Location: Virtual

Date: July 11, 2025
Time: 1:00 PM to 4:00 PM

Australian Accounting: BAS Preparation

This 2-hour virtual training is designed to explain the BAS process, equipping participants with the knowledge and practical skills to complete and lodge BAS forms confidently. From understanding its components to handling updates in requirements.

• Introduction to BAS
• Understanding BAS Components
• Preparing for BAS Lodgment
• Completing the BAS Form
• Lodging the BAS
• Payment of Refund
• Practical Case Studies and Examples

Time commitment: 2 hours
Investment: AUD$60
Location: Virtual

Date: July 21, 2025
Time: 2:00 PM to 4:00 PM

Project Management Tools: Asana and Trello

Master the essentials of project management and learn how to organize, track, and deliver projects efficiently using Asana and Trello. Through practical, hands-on training, participants will learn about:

• Setting up and navigating Asana and Trello platforms
• Managing projects and tasks through intuitive workflows
• Creating mock projects and boards for real-world practice
• Utilizing features like task assignment, due dates, subtasks, and progress tracking
• Best practices for collaboration, productivity, and career advancement in project management

Time commitment: 3 hours
Investment: AUD$80
Location: Virtual

Date: July 25,2025
Time: 1:00 PM to 4:00 PM

Practical Bookkeeping with QuickBooks Online for Non-Accountants

This training is designed specifically for aspiring bookkeepers who want to build a strong foundation in bookkeeping principles while utilizing QuickBooks Online, the leading cloud-based accounting software. No prior accounting experience is required.

Participants will learn how to:

• Understand fundamental bookkeeping concepts.
• Set up and manage a chart of accounts in QuickBooks Online.
• Record and categorize transactions, including sales, expenses, and bank reconciliations.
• Generate and customize financial reports such as Profit & Loss, Balance Sheet.
• Utilize QuickBooks Online tools for invoicing and bill payments.
• Apply double-entry bookkeeping principles within the software environment.
• Guide for QuickBooks Online certification to advance bookkeeping careers.

Time commitment: 8 hours
Investment: AUD$140/USD$90
Location: Virtual

Date: July 31, 2025
Time: 8:00 AM to 5:00 PM

SEPTEMBER
Coffee Sessions: Working Across Cultures

Join us for a series of coffee sessions with a variety of panelists to help Philippines team members to:

1. Increase knowledge of your clients' culture whether that be US or AU.
2. Consider how to adjust your style to improve the service you provide for your US or AU client and end customer.

Time commitment: 45 mins
Investment: $0 - your time only
Location: Virtual
Join the session by registering using the enroll now button

Dates: September 10 and September 24, 2025
Time: During your lunch break

Applications Processing using 2Apply

Learn how to efficiently manage and review rental applications through a streamlined online platform. This guide will walk you through the steps of collecting, reviewing, and processing applications to ensure a smooth rental application experience.

Time commitment: 2 hours
Investment: AUD$60
Location: Virtual

Date: September 5, 2025
Time: 1:00 PM to 3:00 PM

Customer Service: Zendesk

Gain the skills needed to navigate Zendesk confidently and elevate your customer support performance with practical, step-by-step guidance. Through practical, hands-on training, participants will learn about:

• Navigating the Zendesk interface and understanding key features
• Managing support tickets effectively from creation to resolution
• Streamlining responses with Macros
• Automating workflows using Triggers and Automations
• Implementing Best Practices for superior customer service

Time commitment: 3 hours
Investment: AUD$80
Location: Virtual

Date: September 11, 2025
Time: 1:00 PM to 4:00 PM

Xero Basics – Australia

This course provides a comprehensive guide to using Xero, a leading cloud-based accounting software, specifically tailored for the Australian market. It's designed for accounting professionals seeking to gain a deeper understanding of Xero's capabilities.

• Setting up Xero for the First Time
  • Creating a Xero Trial Account
  • Organization and Financial Settings
  • Setting up Multi-Currency (if applicable)
• Core Accounting Features
  • Chart of Accounts
  • Invoicing and Payments
  • Bills and Expenses
  • Bank Reconciliation
• Financial Reporting
• Troubleshooting and Tips

Time commitment: 3 hours
Investment: AUD$80
Location: Virtual

Date: September 22, 2025
Time: 1:00 PM to 3:00 PM

Project Management Tools: Asana and Trello

Master the essentials of project management and learn how to organize, track, and deliver projects efficiently using Asana and Trello. Through practical, hands-on training, participants will learn about:

• Setting up and navigating Asana and Trello platforms
• Managing projects and tasks through intuitive workflows
• Creating mock projects and boards for real-world practice
• Utilizing features like task assignment, due dates, subtasks, and progress tracking
• Best practices for collaboration, productivity, and career advancement in project management

Time commitment: 3 hours
Investment: AUD$80
Location: Virtual

Date: September 25, 2025
Time: 1:00 PM to 4:00 PM

QuickBooks Online Series Part 1

This 4-hour virtual course is designed for accountants new to QuickBooks Online (QBO) but preferably participants should have basic accounting knowledge. Through a blend of theoretical insights and practical exercises, you'll gain essential skills to navigate and utilize QBO effectively in your practice. Key topics include:

• Signing Up for a Free Trial: Set up your QuickBooks Online account using the free trial.
• Navigation and Customization: Learn to navigate and customize the QBO interface for a personalized workflow.
• Chart of Accounts: Set up and manage your Chart of Accounts to organize financial data.
• Sales and Invoices: Manage sales processes and create professional invoices to streamline billing.
• Bills and Expenses: Track and manage your business expenses and bills efficiently.

Time commitment: 4 hours
Investment: $55 USD / $90 AUD
Location: Virtual

Date: September 25, 2025
Time: 7:00 AM to 11:00 AM

QuickBooks Online Series Part 2

This course is designed for accountants looking to deepen their proficiency in QuickBooks Online (QBO). In this 4-hour virtual session, you will explore advanced features and techniques to optimize your accounting processes. Participants are required to take QBO Part 1 as a pre-requisite. Key topics include:

• Categorizing, Bank Rules, and Bank Feeds: Streamline transaction processing with efficient categorization and automation.
• Reconciliation: Ensure accuracy by mastering bank reconciliation processes.
• Reports: Generate and customize reports for insightful financial analysis.

Time commitment: 4 hours
Investment: $55 USD / $90 AUD
Location: Virtual

Date: September 26, 2025
Time: 7:00 AM to 11:00 AM