Stop guessing with your business money and build a weekly numbers routine you can actually keep using

A 4week done-with-you reset for micro and small business owners who do their own bookkeeping and want a simpler way to know what to check, what they owe, what needs to be set aside and what they can safely pay themselves.

You do not need to become a bookkeeper.

You need a clear routine, better visibility, and a way to stop relying on your bank balance as the whole story.

The Simple Numbers Reset

STEP 1: Clean Up Where You Are Now

Get a clear picture of how you currently track your business money, what is working, what is missing and what needs fixing first.

STEP 2: Build Your Weekly Numbers Routine

Create a simple weekly check-in so you know what to look at, when to look at it and what needs your attention

STEP 3: Know What’s Available Before You Spend

Understand what money needs to be set aside for tax, GST, BAS, bills and owner pay so you can make better decisions with less guesswork.

You do not need a perfect system.

You need a simple one you will actually use.

You might be keeping the business running - but still feel unclear about the money side.

Clients are paying. Expenses are going out. The business is moving.

From the outside, things may look mostly fine.

But behind the scenes, your numbers still feel patchy, inconsistent, or harder to stay across than they should.

Maybe your spreadsheet is half-updated.

Maybe your bookkeeping software feels more confusing than helpful.

Maybe receipts, invoices, tax, BAS, GST, bills, and owner pay are all sitting in different places.

Maybe you check the bank balance and think, “There’s money there,” but you are not fully sure what it already needs to cover.

That low-level stress builds.

Not because you are lazy.

Not because you are bad with numbers.

Because there is no simple weekly routine underneath it yet.

And when there is no routine, every money decision takes more energy than it should.

This reset helps you:

  • stop relying on memory, panic or your bank balance alone

  • clean up the obvious confusion in how you track your business money

  • know what to check each week and when to check it

  • get clearer on what is coming in, what is going out and what needs attention

  • understand what money may need to be set aside for tax, GST, BAS, bills and other commitments

  • see what you can safely pay yourself with more confidence

  • leave with a simple dashboard and 90-day plan to keep going

Whether you use bookkeeping software, spreadsheets, bank statements, notebooks or a mix of everything, we build a routine around how your business actually works.

  • A calm, practical process to help you clean up how you track your business money, build a weekly numbers routine, and leave with a simple plan for staying on top of things.

    This is not a giant bookkeeping course.

    It is not about fixing every detail at once.

    It is about creating the first useful layer of clarity so you can stop guessing and know what to do next.

  • We look at how you currently track income, expenses, invoices, receipts, tax obligations and owner pay so you can see what is working, what is missing and what needs fixing first.

    You will leave knowing where things actually stand and what small clean-up actions need to happen before we build your weekly routine.

  • We create a simple weekly check-in that fits your business and your capacity.

    You will know what to check each week, when to check it, where to find the information and what red flags to watch for before small issues become bigger problems.

  • We look at the money that may not really be available to spend yet.

    This includes tax, GST, BAS, upcoming bills, regular expenses, future commitments and owner pay, so you can get clearer on what your business actually needs to cover.

  • We pull everything together into a simple numbers dashboard and practical 90-day plan.

    You will leave with a weekly rhythm, monthly review checklist, red flag list and next steps for keeping your numbers manageable after the reset ends.

Introductory Price $697

A 4-week done-with-you numbers reset for business owners who want clarity, structure and support without turning bookkeeping into a second job.


Across 4 weeks, we clean up where things are now, build your weekly routine, look at what needs to be set aside, and create a simple dashboard and 90-day plan you can keep using.

Payment plan available.

This is for you if:

  • you run a micro or small business and do some or all of your own bookkeeping

  • your business already has money coming in

  • you use spreadsheets, software, bank statements, notebooks, or a mix of everything

  • you feel unsure, messy, behind, or inconsistent with your numbers

  • you want to stop relying on your bank balance to make business decisions

  • tax, GST, BAS, bills, unpaid invoices, or owner pay sit in the background as stress

  • you want guidance, but do not need full-service bookkeeping

  • you want a simple weekly routine you can actually keep up with

What you’ll walk away with

By the end of the 4 weeks, you will have:

  • a clearer view of how you currently track your business money

  • a simple weekly numbers routine you can actually keep using

  • a better understanding of what you owe, what is coming in, what is going out and what needs attention

  • a clearer way to think about tax, GST, BAS, bills and money to set aside

  • more confidence around what you can safely pay yourself

  • a simple dashboard or numbers snapshot

  • a 90-day plan to help you keep the routine going

This is not for you if:

  • you want someone to take over all of your bookkeeping

  • you are not willing to look at your numbers between sessions

  • you have no business income yet

  • you need full tax advice, BAS lodgement or tax return preparation

  • you need a full bookkeeping clean-up or historical reconstruction

  • you want complex reporting or detailed advisory

  • you are not willing to build a basic weekly habit


How it works

This is a done-with-you reset.

That means you are not left to figure it all out alone and you are not handed a pile of information to work through later.

We work together to look at what is happening now, clean up the obvious confusion, build a weekly routine and create a simple numbers dashboard that suits your business.

You’ll get:

  • 4 private weekly reset sessions

  • Client workbook to guide the work during and between sessions

  • Weekly numbers checklist so you know exactly what to check

  • Red flag checklist to help you spot issues early

  • Simple dashboard framework so you can track the numbers that matter

  • 90-day numbers plan so you know what to keep doing next

This is about building clarity, not complexity.

What changes inside this reset

This is not an information-heavy program where you finish with more notes, more tabs open and no real system.

It is a calm, structured reset that helps you finally see what is going on with your business money.

In the first week, we look at where things actually stand.

Then we build a weekly routine that feels small enough to repeat and useful enough to trust.

From there, we connect your numbers to real decisions - what needs to be set aside, what bills are coming up, what money is actually available and what you may be able to safely pay yourself.

By the end, you are not relying on guesswork, memory or good intentions to stay on top of things.

You have a simple routine, a clearer view of your numbers, and a practical plan for keeping it going.

Introductory Price

Price
$697

This is a high support, done-with-you reset designed to help you put a simple weekly numbers system in place — not just gather more information.

You’ll walk away with a clearer money routine, a simple dashboard, and a practical 90-day plan for staying across the business side without it taking over your week.

Payment plan available.

Want ongoing support after the reset?

Once your weekly numbers system is in place, there may be an optional support pathway available if you would like ongoing accountability or monthly check-ins.

We can discuss that toward the end of the reset once your system is up and running.

No judgment, no overwhelm, just a practical conversation about whether this reset is the right fit.

FREQUENTLY ASKED QUESTIONS

Do I need to use specific bookkeeping software?

No.

This program is software-neutral. Whether you use software, spreadsheets, or a more manual process, we build a simple weekly system that works with what you already have.

Is this done-for-you?

No — this is done-with-you.

I help you put the system in place so it fits your business properly and keeps working after the program ends.

I already have a bookkeeper. Is this still relevant?

Yes.

This program is not there to replace a good bookkeeper. It is there to help you build a simple weekly routine and clearer visibility around your numbers, so the business side feels more manageable.

What if I’m already behind?

That is okay.

The first part of the program is designed to clean up the setup, get clear on what is current, and build the right foundation before we tighten the weekly routine.

How much time will I need each week?

This is designed to be manageable.

Expect roughly 10–30 minutes weekly, plus one setup block each week while we are putting the system in place. The goal is to create a weekly check-in that becomes simple and sustainable.

Will this feel to finance heavy?

No

This is designed to stay practical, simple, and easy to follow. You do not need to know all the jargon. You just need a simple system and support to put it into practice.

Do I need to be good with numbers?
No.

You just need to be willing to follow a simple weekly routine and get support as you go.

What happens after the 4 weeks?

You leave with a weekly numbers routine, a simple dashboard, a monthly review rhythm and a 90-day plan.

Depending on what comes up during the reset, your next step may be to continue DIY, book monthly numbers check-ins, get software support, complete deeper clean-up work or speak with your accountant or tax agent.