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Learn

Welcome to our learn section!  Here you will find a range of checklists, short tutorials, self paced courses and even some free guides!  All designed to expand your services and skill sets in a practical and meaningful way.  Thanks to 15 plus years in the industry and in practice.

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.  You can review Circle and what you can expect in this video https://youtu.be/yo_3CaYKVs4 

Want to know what the checklists look like?e here is a video review of what you can expect from our checklists https://youtu.be/5yZ75XG_eUk

EOFY Mastery

Take the headache out of the tax season. This course is your ultimate guide to conquering the end of the financial year with confidence and ease. Packed with expert insights, practical tools, and step-by-step guidance, this course transforms EOFY from a daunting task into a seamless process. 

Learn More...

Cash Flow Management

Increase your client services offerings and sharpen your financial skills. With the right strategies, transform cash flow headaches into growth opportunities. Deliver essential insights to clients and strengthen your own financial foundation. Ready to be the trusted expert for cash flow success?

Learn More...
Bookkeepers Support Articles
Charge Rate Calculator
Charge calculator to help you determine what you should be charging for your services on an hourly services and to
One on one Training
Upskill in specific areas to assist you to work with more clients.  Work with us one on one and ask
Balancing to the Balance Sheet Recorded event
Balancing to the balance sheet - the how to and what to do when it doesn't balance.  How to do
30 Minute Bookkeeping / Business Mentoring with Mentor Kelly Berger
Get your questions ready for a half hour of problem solving, support and guidance for you, your staff or for
Revision Of Work Guide
This guide is designed to help you make sure your staff/contractors’ work is totally on point!
The “Get Sh*t Right” Ultimate Bundle!
To help you be the best bookkeeper you can be, this bundle includes 5 checklists and 1 guide!
Quality Management System (QMS) Template Sole Trader
QMS System template for registered BAS agents who are Sole Traders with NO staff to comply with new legislative decisions. 
Wageloch Webinar Recording
Wageloch – We are taking a deep dive into the software that is storming the market with their Payroll and
Initor Global Introduction Recording
Initor Global Webinar Recording covering all of the ins and outs of offshoring.  Looking into the good and bad of
End of Month Checklist
Implement this checklist for every client, every month and your EOFY will be super easy!
EOFY Checklist
This checklist will help you complete your EOFY requirements with ease!
Staff Onboarding Checklist
This checklist covers all of the steps required to onboard a staff member.  A simple but detailed checklist so you
BAS Reporting Checklist
A BAS reporting checklist allowing you to get the BAS lodgements to be correct.
Quality Management System (QMS) Template with staff
QMS System template for registered BAS agents to comply with new legislative decisions.  Get all of your processes, policies and
Active Supervision Mentoring
Hourly review of work as described in the formal agreement with Kelly or Eva. For those approved for active supervision
Starting your Bookkeeping Practice
Starting Your Bookkeeping Practice! Get your practice up and running right now! Starting your bookkeeping practice course is designed to
How to prepare a Business Activity Statement (BAS)
This pre recorded event shows you how to reconcile the accounts required to ensure the BAS is accurate as well
Becoming a Supervising BAS Agent
This course will not only go through the legalities of being a supervisor, but it will also go through the
First Steps in Business Management Course
Starting out in business and not sure what you need to make sure your business is running efficiently or what
Level Up with Kelly!
Level up with Kelly and gain Management Accounting skills as well as business management skills.  We also go through processes
Xero Tutorial – FREE
Xero is one of the top accounting softwares available. This review will take you through all you need to know
Common Errors Bookkeeping Errors – FREE
We all make mistakes. The best way to avoid or identify common errors is to be informed. This course will
Chart of Accounts – Free
When your client needs just that extra bit of information about their income and spending habits, the best way to
Exit Strategy
We all need a plan; this presentation will explain what your options are and what needs to be done in
Crisis Plan
WHAT HAPPENS IF THE INTERNET DIES!? You need a plan! This presentation will help you create a crisis plan. Its
Client onboarding
Client onboarding and manual.  This tutorial will kick start your best practice for onboarding new clients and keeping track of
Hourly Bookkeeping / Business Mentoring with Mentor Kelly Berger
Get your questions ready for an hour of problem solving, support and guidance for you, your staff or for your
Video Introduction to Bookkeeping – FREE
This video introduction goes through the legal requirements to become a registered BAS agent and why you need to be
Trello Tutorial – FREE
A tutorial of Trello and how you can use it for your workflow management and for your client management.
Contact Letters to Accountants – Free
This is a letter to help network with accountants and help grow your business.  It is a basic letter of
Fix It Workshop
When it comes to rescue/fix it work there is nothing like going down the rabbit hole of issues and then
Goals Template – FREE
This is a quick template to record and discover your business goals.  Put down what your goals are and then
3 Accounting Software comparisons – FREE
A video review of Quickbooks Online, MYOB Accountright and Xero showing you where the differences are and where to find