Learn

Welcome to our learn section!  Here you will find a range of short tutorials with a range of templates and guides.  Some are free and some are paid for items.  There are longer courses with more depth and support for you including mentoring sessions to help you implement what you have learned. 

CIRCLE COURSES: If you have signed up to one of our Circle courses then please login at Sign in (circle.so) – It will have no password until you create one.

Starting Your Bookkeeping Practice! Starting your bookkeeping practice course is designed to give you a solid foundation to start your
This pre recorded event shows you how to reconcile the accounts required to ensure the BAS is accurate as well
This course will not only go through the legalities of being a supervisor, but it will also go through the
Starting out in business and not sure what you need to make sure your business is running efficiently or what
Kelly has owned her own successful Bookkeeping practice along with other businesses and has mentored hundreds of bookkeeping practice owners
Xero is one of the top accounting softwares available. This review will take you through all you need to know
We all make mistakes. The best way to avoid or identify common errors is to be informed. This course will
When your client needs just that extra bit of information about their income and spending habits, the best way to
We all need a plan; this presentation will explain what your options are and what needs to be done in
Bookkeeping is a balancing act. This presentation will help you organise what you need to balance the balance sheet and
WHAT HAPPENS IF THE INTERNET DIES!? You need a plan! This presentation will help you create a crisis plan. Its
Client onboarding and manual.  This tutorial will kick start your best practice for onboarding new clients and keeping track of
Do you feel like you have a good grounding in personal or business budgeting? If not, this tutorial will help
Do you know how to do effective cash flow forecasting / reporting for your clients? If not, this workshop will
Are you working in bookkeeping or running a bookkeeping business and need some guidance? Experienced Mentor Kelly Berger can help
This video introduction goes through the legal requirements to become a registered BAS agent and why you need to be
A tutorial of Trello and how you can use it for your workflow management and for your client management.
This is a letter to help network with accountants and help grow your business.  It is a basic letter of
When it comes to rescue/fix it work there is nothing like going down the rabbit hole of issues and then
This is a quick template to record and discover your business goals.  Put down what your goals are and then
A video review of Quickbooks Online, MYOB Accountright and Xero showing you where the differences are and where to find