Bookkeeping messy, inconsistent or harder than it should be?
I help small business owners get Xero or EasyBusiness App set up properly and create a simple bookkeeping workflow they can actually keep using.
Whether you’re moving out of spreadsheets or already have software that doesn’t feel quite right, we’ll sort out what’s working, what needs fixing and what you need to do going forward.
Get Your Bookkeeping System Sorted
Bookkeeping System Setup & Workflow — $399
For starting fresh or setting up software properly
This is for you if you do some or all of your own bookkeeping, but your current setup feels messy, confusing or inconsistent.
You might be using spreadsheets, Xero, EasyBusiness App, bank statements or a slightly creative mixture of everything.
I’ll look at where things are now, help you get the system structured properly to create a practical workflow you know how to follow.
This a good fit if you
✓ have outgrown spreadsheets or manual records
✓ already use Xero or EasyBusiness App but aren’t sure it’s set up properly
✓ don’t know whether GST, categories, bank feeds or expenses are being handled correctly
✓ keep falling behind because there’s no clear routine
✓ want to keep doing your own bookkeeping, but need an experienced pair of eyes and a simple process
What’s included
Current setup review — we look at what you’re doing now and what needs attention
Bookkeeping structure — income, expenses, bank accounts, GST and the setup your business actually needs
Software guidance — Xero or EasyBusiness App without the unnecessary bells and whistles
Simple workflow — a practical process for what happens when money comes in, goes out and needs recording
Weekly routine — so bookkeeping stops becoming the thing you avoid until BAS time
Action plan — clear next steps so you know exactly what to do after our session
Bookkeeping System Set Up & Workflow - $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.
Want me to stay in your corner afterwards?
Once we’ve got your bookkeeping system and workflow sorted, you can choose to add 3 monthly check-ins.
We’ll catch up once a month to answer questions, make sure the system is staying on track and fix little issues before they become big ones.
You do the bookkeeping. I keep an experienced eye on it.