Know Your Numbers
Running your business should feel empowering, not overwhelming – and knowing your business numbers is the key. In a focused 1-on-1 session, I’ll bring over a decade of bookkeeping experience, ask the right questions and help you see exactly what’s going on behind your finances. Together we’ll untangle the noise, build confidence and get you clear on what your numbers really mean – so you can move forward with ease and purpose.
Many business owners start or buy businesses through sheer passion, but aren’t equipped with the financial literacy and skills needed to make it sustainable and successful.
They’re forced to ‘learn on their feet’ and make it up as they go and while this can work for a short time, inevitably, the cracks begin to show.
Know Your Business Numbers sessions are an opportunity to pick the brain of a money expert (me!), and get my professional eyes on your business, so you can ensure that it’s running efficiency, effectively and most importantly how you dreamed your business would be.
Kind words from clients
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"I now feel organised and in control."
After years of avoiding my business finances and leaving everything to the last minute, I now feel organised and in control because of Jahna's expertise and guidance. If you want to get your business finances into order, look no further than Jahna at Keeping Balance.
Meg Durham - Wellbeing Coach, Geelong, Victoria
Can you relate to any of the following?
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You feel like you’re walking blind through your businesses finances
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You sometimes (/all the time) turn a blind eye to your books, because you find it overwhelming or simply aren’t interested in numbers
03
You often find yourself wondering where the heck all your $ goes
04
You have big goals for your business, but zero idea how to make them your reality
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You want someone to look at your business, your Profit and Loss, Balance Sheet, and explain it to you in real language you understand
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You’d like to have a money expert on hand to pick their brains and ask them money questions.
Topics we can cover in a session
Every business is different, and so is every session. We’ll focus on what matters most to you – but here are some common areas we can explore together:
Understanding your Profit & Loss, Balance Sheet and other financial reports in plain English
Identifying your most profitable services or products
Setting up simple systems to track income and expenses
Learning how to read reports to make informed business decisions
Spotting potential cash flow issues before they become a problem
Clarifying where your money is going and how to improve margins
Building confidence in managing your own bookkeeping and financial admin
Setting goals for growth based on real numbers, not guesswork
Feel genuinely empowered by your business numbers
After our session, you’ll have more than just numbers – you’ll have clarity, confidence, and a renewed sense of control over your business finances.
You’ll:
Understand what your numbers are really telling you and how to use them to make key decisions
Feel lighter knowing your books make sense and you’re not missing anything important
Have practical steps to manage your money with less stress and more structure
Know where your business stands financially – and what to focus on next
Feel supported by a certified bookkeeper who’s helped countless Australian business owners find calm and confidence in their numbers
How the process works:
You’ll complete a confidential questionnaire that helps me get to know you, your business and your financial situation. You’ll also share what you hope to get out of our time together.
I spend time getting acquainted with your business, the industry you work in, and your unique challenges and opportunities for growth, so I can help you in the most impactful way possible at our session
We’ll meet online and jam-pack it with support, education and ideas that will help you improve your business's financial situation and gain clarity about your next steps forward.
Know Your Numbers Meetings are:
100% confidential
60 minutes of personalised support, money education and question answering
Held on Zoom so are available to be accessed by business owners across Australia
Jam packed with my 10+ years of supporting business owners to organise
their finances and make more money.
About Jahna — Your Financial Clarity Partner
Hi, I’m Jahna — a Certified Australian Bookkeeper, Registered BAS Agent and Xero Advisor with more than a decade of experience helping small business owners across Australia gain confidence with their finances.
I’ve spent years working alongside business owners, guiding them to know their business numbers and make decisions based on real insight, not just gut feeling.
My approach is kind, judgement-free and deeply practical. I’m passionate about helping you understand what your numbers are actually telling you, so you can free up your time, reduce stress and build a business you’re proud of.
Whether you’re ready to refine how you use numbers to make key business decisions or just want clarity for the first time – that’s what I’m here for and love to do!
Certifications and partnerships
Kind words from clients
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"A valuable mentor and an indispensable sounding board for my business."
Jahna is not only my bookkeeper, she is a valuable mentor and an indispensable sounding board for my business. Jahna effortlessly understands the intricacies of my business needs. If you are looking for a new bookkeeper to free up some time in your life, don't hesitate to contact Jahna!
- Janet – Ballarat Victoria
Know Your Business Numbers is perfect for:
Small business owners in industries like health, wellness, trades, and creative services who manage their own bookkeeping but feel unsure about what their numbers really mean
DIY bookkeepers who want expert guidance – not done-for-you bookkeeping – to finally understand their business metrics and feel confident making decisions
Tradie partners or side-business owners ready to ask money questions and get clarity from a certified bookkeeper they can trust
Solo entrepreneurs and very small ventures – from coaches and consultants to makers and online store owners – looking for one-on-one support to move from feeling overwhelmed to understanding their finances
Business owners across Australia who want to connect with a bookkeeping mentor for practical advice, better financial decisions, and renewed confidence in their business goals
Your Investment
Money meetings are $297 including GST.
This fee covers:
Our call time
My prep time.
I’m not a one-size-fits-all bookkeeper and I spend time, prior to our call getting acquainted with your business, the industry you work in, and your unique challenges and opportunities for growth, so I can help you in the most impactful way possible.
A one-page high level summary email of anything that was discussed
Frequently Asked Questions About Knowing Your Numbers
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Knowing your business numbers means understanding what’s really happening behind your finances – not just looking at the bank balance. It’s about being able to read your reports, see which services are performing well, know where your money is going, and spot patterns before they turn into problems. When you know your numbers, you can make informed, confident decisions about how to price, spend, save, and grow.
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A certified bookkeeper translates your financial reports into plain English and can show you what those numbers actually mean. In a clarity session, I can help you identify what’s working and help you see where to make adjustments. You’ll walk away with a clear picture of your business’s financial health and practical steps to strengthen it.
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Every business is different, but some of the most useful metrics include your profit margin, cash flow, expenses, and revenue growth over time. I can show you how to read your Profit & Loss and Balance Sheet so you can easily identify whether you’re on track. Together, we’ll focus on the numbers that matter most to your goals – not just what your accounting software tells you to look at.
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Ideally, you should review your key numbers monthly, even if it’s just a quick check-in. This helps you stay proactive, catch issues early, and plan for tax, growth, or seasonal changes. During our session, I can show you what to review and how to make this part of your regular routine – so you stay on top of things without feeling overwhelmed.
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No matter where you’re based, these sessions are delivered online so you can get the help you need. Whether you’re a small business owner in Brisbane, Melbourne, Sydney, Toowoomba – or anywhere else across Australia – this 1:1 support is designed to fit seamlessly into your schedule.