Keeping Balance - Office Desk with Computer Screens and Xero

Bookkeeping Boost

This 2-week support package is made for small biz owners, tradie partners, and DIY bookkeepers who want to feel more in control of their numbers — fast.

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Many business owners start out doing their own books out of necessity — not because they love numbers. The Bookkeeping Boost is designed to give you the practical Xero training and support you didn’t know you needed.

You’ll build the skills to navigate Xero with confidence, understand what your numbers are telling you, and stay on top of your compliance without second-guessing yourself.

This is perfect for you if……

  • You’re doing your own bookkeeping and want professional eyes on your Xero file

  • You’re behind on things and need to get caught up quickly

  • You’re supporting a partner or team with the books and want to feel confident

  • You want to understand why things look off — and how to fix them

  • You’re thinking about outsourcing your bookkeeping but want to test the waters first

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What’s Included

🧭 Kick-Off Call (60 mins)

We’ll start with a deep dive into your Xero file to:

  • Review your chart of accounts, bank feeds, and settings

  • Identify your top 3 priority areas (e.g. unreconciled items, GST issues, BAS confusion)

  • Walk through fixes together on screen

📲 2 Weeks of WhatsApp Support (Messages + Voice Memos)

You’ll get weekday access to me for 14 days — think of me as your bookkeeping bestie in your pocket.

  • Ask questions as you work through your file

  • Send screenshots or Looms for quick, tailored feedback

  • I’ll reply with messages, voice memos, or Looms

  • You’ll get check-ins to keep you on track

🎉 Wrap-Up Call (60 mins)

We’ll finish strong with a recap session to:

  • Celebrate your wins

  • Flag anything still needing attention

  • Recommend your best next steps (one-off cleanup or monthly support, if needed)

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Here’s What You Can Action During the 2 Weeks

  • Learn how to reconcile your accounts correctly

  • Set up bank connections, Stripe, or PayPal (properly!)

  • Review and understand your BAS and Super — and how to submit them

  • Catch up on overdue bookkeeping and reduce unreconciled transactions down to zero

  • Gain clarity and confidence in your Xero setup and numbers

Got Questions? I have answers…

  • Support runs Monday to Friday, 7am – 3pm (QLD time).

  • You’ll get a reply within 12 hours during office hours. If it’s a deeper issue, we’ll troubleshoot it together.

  • Yes, access is essential so I can give you proper support.

  • The two week period starts from the date of your Kick-Off Call.


    Before that, you’ll have a few quick housekeeping steps — like adding me to your Xero file and connecting via WhatsApp — so we’re ready to hit the ground running.

  • Nope — this is a time-sensitive offer designed for action-takers. Please only sign up when you're ready to show up (ideally daily!) in your Xero.

  • This works best if you're already using Xero and want help taking things to the next level — whether that’s catching up, fixing issues, or building confidence.

💸 Ready to get started - Book Now

Your Investment: $750 AUD

Here’s what’s included in your 2 Week Bookkeeping Boost:

60-Minute Kick-Off Call – Deep dive into your Xero file to identify issues, walk through fixes, and prioritise what matters most

14 Days of High-Touch Support via WhatsApp – Ask questions, send screenshots or Looms, and get real-time voice memo replies and check-ins during office hours (Mon–Fri, 7am–3pm QLD time)

60-Minute Wrap-Up Call – Celebrate your wins, flag anything ongoing, and map out your next steps

Personalised support from a Xero specialist – No cookie-cutter advice. You’ll get tailored guidance based on your file and your goals

Clarity, confidence, and clean books – Whether you’re behind or just unsure, we’ll get you back on track and understanding your numbers

This isn’t a generic training — it’s hands-on, direct support with a bookkeeping bestie who gets it.

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Keeping Balance - Office Desk with Computer Screens and Xero