Mentoring Sessions

Do you need support in setting up your systems or processes?  Do you need guidance on how to kick start your bookkeeping business? Do you need help with a rescue job?   Are you stuck on a technical question and just need a little help finding the solution? Do you need training in Xero, QBO or MYOB?

Kelly has over 15 years of bookkeeping, BAS, rescue work and management experience.  She works with you in a practical manner as she believes you learn best from doing with her guidance.  She has run her own bookkeeping practice along with other businesses in different industries. She has built a team and trained them all in processes, procedures and built a great team culture.  She has a certificate 3 and 4 in Financial Services, a Diploma in Project Management and Financial services as well as a graduate certificate and diploma in Business Administration.

So book a free 15 minute session to find out if she can help you or book an hour to help you get to the next level or help you resolve an issue you are stuck on!

Are you working in bookkeeping or running a bookkeeping business and need some guidance? Experienced Mentor Kelly Berger can help
Thinking of working with Kelly but unsure if she can assist you, or just want to find out what areas

BAS agent supervision program

The program is set in two parts. Part one is the Pre-supervision program which is mandatory to gain access to part two Active supervision.

Pre-Supervision Program Group. Which can be connected to the Active supervision program. The Active supervision program will support you to gain your BAS agent registration.
This program is here to support you in learning and growing as a bookkeeper and getting you ready to setup your own practice or just improve your skills in bookkeeping and management.
We will have a Facebook Group for questions, support, and updates available anytime.
Monthly group training sessions. Using zoom the sessions will be 1.5 hours of training in the following topics:
– GST do’s and don’ts
– Entity differences in bookkeeping treatment
– Workflow management and setup
– Time management
– Account reconciliations
– Intercompany accounts
– Daily tasks lists and priority management
– Payroll Basics
– Cashflow Management
– Client Management
– Debtors and Creditors Best practice
– Loan account management
– Clearing account management
– Factoring accounts
– Rescue work
– Balancing the balance sheet
– Adjusting Journals
– BAS Process
– Accounting file setup
– Software training
The zoom sessions are also to help you implement your learning and ask questions as needed.
12 Instalments of $125 per month!
This is a pre requisite for the Active Supervision program and it can be done along side of the Active Supervision.  Active Supervision is one on one sessions which include guidance, compliance, support and reviews of all work.    If you are interested in being supervised for BAS agent registration please email to discuss the requirements and your experience.