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Bookkeepers Workshop – ONLINE – 18 May 2021, 6pm-9pm

May 18, 2021 @ 6:00 pm - 9:00 pm



This workshop is designed to give you the basics of social media, onboarding, exiting and end of financial year activities.

The introduction to social media is designed to introduce you to the platforms that are industry specific so you can then hit the ground running.

Onboarding and exiting clients can be time consuming and a drainer. Fear not! You’ll come out of this workshop equipped with processes, checklists and templates as well as do’s and don’ts to make your life easier.

End of financial year is the most hectic time for us all and its easy to feel completely overwhelmed. Understanding the critical points of EOF will put your mind at ease. You’ll get all the checklists and templates you need so that you don’t miss a thing!

Cost of $99 per person including GST.

The Following Topics are covered:

Introduction to Social Media 

-Understanding what social media is.

-Basics of key platforms for our industry specifically (Facebook, LinkedIn, Pinterest)

-Overview of potential content to use.

-Social media etiquette.



-Process of onboarding.

-Checklist ready to bring a client onboard.

-Templates, checklists and client manuals provided.



-Process of exiting.

-templates on how to break-up with a client.

-Do’s and Don’ts of breaking up with a client.



-Checklists and tools to make sure you don’t miss anything for your clients.

-Understanding the critical points of what needs to be done at EOFY.

-Checklists and templates provided.


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


May 18, 2021
6:00 pm - 9:00 pm