Bookkeeping Boost: Xero Bookkeeping support
Running your own books in Xero but feeling stuck? Bookkeeping Boost is a two-week, 1:1 Xero bookkeeping support package for small business owners, tradie partners, and DIY bookkeepers who want to feel confident, clear, and in control.
Get personalised Xero training and support designed to answer your questions as they come up. You’ll get real-time access to me via WhatsApp plus tailored Loom video tutorials, so you can untangle issues quickly and build lasting confidence with your bookkeeping.
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 practical Xero training for small business, along with the 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
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
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)
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
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
Meet Your Xero Expert, Jahna
I discovered Xero years ago when I needed a bookkeeping solution for my first business — and I haven’t looked back since. What started as a necessity quickly became a passion.
These days, I’m in Xero daily processing for my bookkeeping clients, which means I know the platform inside and out. Some would say I am a Xero Expert. From setting up bank feeds and integrations to understanding what those tricky reports actually mean, I’ve seen it all — and I know how to explain it in plain English.
As a Certified Australian Bookkeeper, BAS Agent and Xero Advisor, I love helping business owners cut through the fluff and finally feel confident using Xero. Whether you’re just getting started or want to clean up your existing file, I’ll guide you step-by-step so you can understand your numbers and take control of your finances with ease.
Certifications and partnerships
Kind words from clients
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"We’ve seen a real improvement in how smoothly things run."
Working with Jahna at Keeping Balance has been an absolute game-changer for our business. She is incredibly knowledgeable, easy to work with, and always provides clear and practical guidance. Since transitioning from the in-house bookkeeper our previous accountant recommended, Jahna has made the process seamless and stress-free. Her expertise with Xero has been invaluable, and she always takes the time to explain things clearly, giving us confidence and clarity in our numbers. She’s highly responsive, a fantastic communicator, and genuinely goes above and beyond to support us whenever we need assistance. We’ve seen a real improvement in how smoothly things run since bringing her on board, and I couldn’t recommend her highly enough.
Ryan Baddock - Finance Broker, Toowoomba Queensland
Your Investment: $750 AUD
Here’s what’s included in your 2 Week Xero Bookkeeping Support:
✅ 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 Xero training — it’s hands-on, direct support with a bookkeeping bestie who gets it.
Got Questions? I have answers…
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Xero Accounting support / Xero bookkeeping support is personalised support for small business owners who are currently doing their own bookkeeping, but are really unsure if they are doing it correctly.
Having Xero bookkeeping support, allows the small business owners to have their transactions and reports checked by a Xero Expert. It also allows them to ask BAS, processing or other questions about their personal circumstances tailored to their Xero file and business - which will help improve their Xero and bookkeeping knowledge.
It also gives peace of mind at the end of the financial year, that when it’s sent off to their accountant to get their tax completed they know what they have prepared is accurate and compliant.
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Xero training improves the accuracy of your Xero file, as you are having it reviewed by a Xero Certified Advisor.
Xero Certified Advisors are expert bookkeepers that are working in Xero regularly and also completing training and education to ensure the information they produce is both accurate and compliant.
When your Xero file is reviewed by a Xero Certified Advisor, you have peace of mind that it’s being reviewed by a Xero Expert.
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100% you can do your Xero Accounting / Xero Bookkeeping yourself, it’s a great software that makes it an all in one solution to complete your bookkeeping needs.
The most important thing is you need to ensure you are doing it correctly and compliant. That’s where a package like my Xero Bookkeeping Boost can really help.
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It is important that you obtain Xero Training from a Xero Certified Advisor to check your setup is correct, your processing is accurate and you know how to allocate transactions when it comes to BAS.
If any of it’s incorrect, or the fundamentals are not set up correctly it may lead to all sorts of errors. Incorrect BAS lodgements, incorrect and reports that don’t make sense.
The most important part, is that your Xero file is in good shape when it gets sent off to your accountant after the end of the financial year. A messy incorrect Xero file, can lead to increased fees when your accountant has to fix and correct errors before preparing your tax.
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Yes, I also offer done-for-you bookkeeping services if you’d prefer to hand everything over to an expert.
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Yes, access is essential so I can give you proper support.
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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.
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No matter where you’re based, Bookkeeping Boost is 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.
All sessions are designed to be flexible and practical – you’ll get tailored Loom video tutorials and direct WhatsApp access for quick questions and real-time guidance. This way you can work on your books in Xero with expert support by your side, without needing to meet in person. Perfect for DIY bookkeepers and business owners looking for flexible, real-time help with Xero.