Not sure if your bookkeeping is set up properly — or if what you already have is right?
Get practical 1:1 support to either set up your bookkeeping software from the start or review your current system so you know what’s working, what’s missing and what needs fixing first.
For small business owners using Xero, EasyBusiness App, spreadsheets, bank statements, manual records or a mix of everything.
Bookkeeping Software Support
Choose the support you need
1. Bookkeeping Setup Support — $399
Best if you are starting fresh, moving from spreadsheets or manual records, or setting up Xero or EasyBusiness App for the first time.
Choose this if you need help getting set up properly.
2. Bookkeeping File Review & Check Up — $399
Best if you already have a system, but you are not sure if it is right, up to date, or working properly.
Choose this if you need expert eyes over what you already have.
Bookkeeping Setup Support
For starting fresh or setting up software properly
This session is for small business owners who are moving from spreadsheets, notebooks or manual records into Xero or EasyBusiness App and want help setting things up in a way they can actually manage.
It is best if you want to do your own bookkeeping, but do not want to waste hours guessing your way through the setup.
Who It’s For
This is a good fit for you if:
are moving from spreadsheets or manual records into software
are new to bookkeeping software
want help choosing the right setup structure
need guidance with income, expenses, GST settings and bank accounts
want to understand the basic workflow before using it regularly
want a simple weekly routine to follow
What’s Included
✅ Setup guidance: We’ll work through the key areas you need to set up properly.
✅ Bookkeeping structure: We’ll look at income, expenses, bank accounts, GST settings and the workflow you need for your business.
✅ Software walkthrough: I’ll show you the parts of Xero or EasyBusiness App you actually need to use at this stage.
✅ Simple weekly routine: You’ll leave knowing what to do weekly so your bookkeeping does not pile up.
✅ Action plan: You’ll receive clear next steps so you know what to complete after the session.
Bookkeeping Setup Support — $399
Bookkeeping File Review & Check Up
For checking what you already have and finding what needs fixing
This review is for business owners who do some or all of their own bookkeeping and want expert eyes over their current setup before small issues become bigger problems.
Whether you are using Xero, EasyBusiness App, spreadsheets, bank statements, manual records or a mix of everything, this review gives you a clear picture of where things stand and what needs attention first.
It is best if you are thinking:
“I’m not sure if my bookkeeping is right.”
“I’ve fallen behind and don’t know where to restart.”
“I want to know what needs fixing before BAS or tax time.”
“I’m not sure if GST, categories, bank feeds, invoices, expenses or reconciliations are being handled properly.”
“I want to keep doing my own bookkeeping, but I need better guidance.”
What’s Included
✅ Current setup review
I’ll look at how you are currently tracking your business money and check for obvious gaps, errors or areas that need attention.
✅ Bookkeeping process check
We’ll look at how income, expenses, invoices, bills, bank transactions or manual records are currently being handled.
✅ GST/BAS readiness check
If you are registered for GST, we’ll look at what needs to be in place before BAS time.
✅ Software or spreadsheet review
Whether you are using Xero, EasyBusiness App, spreadsheets or another system, I’ll check whether it is working for you or making things harder than they need to be.
✅ Troubleshooting
We’ll work through the questions, issues or messy areas that are slowing you down.
✅ Practical improvements
I’ll show you where your setup or process can be cleaned up, simplified or tightened.
✅ Follow-up action list
You’ll leave with a clear list of what to fix, change, simplify or keep doing.
Bookkeeping File Review & Check Up — $399
These sessions are designed for setup support, review, guidance and clear next steps.
If your file needs extensive correction, catch up bookkeeping, payroll setup, conversion balances or BAS lodgement, I’ll let you know what extra support is needed before any additional work is undertaken.
Not ready for 1:1 support yet?
If you know your bookkeeping is behind but want to make a start yourself first, the Back on Track Kit may be the better first step.
It will help you gather your paperwork, work out what is missing and decide what needs attention before booking a review or setup session.
