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Bookkeepers Retreat – Adelaide, Victor Harbour – Friday 26th March 2021 5pm til Sunday 28th March 2021 12 noon

March 26, 2021 @ 5:00 pm - March 28, 2021 @ 12:00 pm



Located in a beach house, this planning and actioning weekend will equip you with a wealth of information and help you take the reins of your business. You will create a business plan where you will identify your goals and then put them into action.

Budgeting and cashflow basics will provide you tools that will have a twofold effect, keep on top of your money and provide support to your clients – what a bonus!.

In this world of social media, if you don’t have a presence it will be to the detriment of your business. Learn how to increase your visibility to gain more clients by completing up to 3 months’ worth of social media posts.

We all know that hiring the right person is the key to the success of your business. You will gain resources and templates and heaps of info to find the right match.

Just $900 per person, includes food, accommodation, templates and loads of learning and actions taken.


The following topics will be covered:

Cashflow and Budgeting 

-Basics of cashflow and reporting to keep track of your own cashflow as well as your clients.

-Basics of budgeting to enable you to budget for your own business and assist your clients as well.


Business Plan 

-What are your goals?

-What do you want to achieve in the next 6 -12 months?

-What is your business vision?

-Planning the next 12 months of your business from social media to financials.

-Creating an action plan.

-Balancing work and life.


Social Media and Marketing 

-Understanding what social media is available.

-How to use social media affectively and how often.

-How to use social media to boost your marketing campaigns.

-How to create your own marketing plan.

-Help you create content for social media and give you guides to help you maintain consistency with your social media posts.

-How to schedule social media posts.

-Learn how to use Canva to create pictures to post your messages on Instagram.

-Understanding your ROI.


Employing Staff and Staff Management 

-How to find the right person?

-Questions to help you find the right person.

-Will this person fit into your work culture?

-Pros and Cons of experienced Vs no experience.

-How to train staff.

-Dealing with difficult staff.

-How to discipline staff.

-Performance management.


Contact Kelly for more information by email on [email protected] or phone on 0413 323 745.


March 26, 2021 @ 5:00 pm
March 28, 2021 @ 12:00 pm