Learn to do your own books – with confidence
Practical, one-on-one training in Xero, MYOB or QuickBooks for business owners and staff. Learn the right way to reconcile, code GST, run payroll and prepare for BAS.
- One-on-one sessions via video call
- Trained on your own file, not a demo
- Ongoing support when you get stuck
Keep costs down by doing more yourself
Plenty of business owners prefer to do their own day-to-day bookkeeping – but nobody showed them how. That leads to wrong GST codes, duplicated transactions and a big clean-up bill at year end.
Our training sessions use your own accounting file, so everything you learn applies immediately. We'll then review your work periodically and handle the technical parts like BAS lodgement and tax returns.
- Learn on your real data
- Simple written checklists to keep
- Periodic reviews of your work
- Bank reconciliations & bank rules
- GST codes and BAS preparation
- Invoicing & bills
- Payroll & STP
- Reading your reports
Training options
Beginner training
Getting started with Xero, MYOB or QuickBooks – the essentials in plain English.
Reconciliation masterclass
Bank rules, matching and fixing common reconciliation errors.
GST & BAS preparation
Code GST correctly and prepare your figures for BAS review.
Payroll training
Run pay runs, manage leave and understand STP.
Staff training
Train your admin or office manager to our standards.
Ongoing support
Quick questions answered by email, plus periodic reviews.
The best of both worlds
Our most popular approach: you handle the day-to-day, we review your file each quarter, fix anything that's off, lodge your BAS and look after year-end and tax returns. You save on fees and still have a registered tax agent making sure everything's right.
- Quarterly file reviews
- BAS lodged by us
- Year-end adjustments
- Tax returns
- Email support
- Refresher sessions
- Sole traders & new businesses
- Owners wanting more control
- Office managers & admin staff
- Anyone switching software
How it works
Assess
We review your file and your current skill level.
Plan
We design a short training plan around what you need.
Train
Live one-on-one sessions via video call using your own file.
Support
Checklists, reviews and help whenever you need it.
Bookkeeping training for every industry
We work with businesses of every shape and size. These are the industries we know best.
Construction & trades
Job costing, progress claims, subbies and TPAR sorted.
ExploreHealth & allied health
Practice software, GST-free services and contractor pay.
ExploreArchitects & design
Project fees, WIP and profitability by stage.
ExploreDoctors & medical practices
Service fees, practitioner payments and payroll tax risk.
ExploreProfessional services
Billable time, retainers and utilisation reporting.
ExploreMarketing & creative agencies
Retainers, freelancers and profit per client.
ExplorePrivate clients & families
Household finances, investments and family trusts.
ExploreE-commerce & online retail
Shopify, Amazon, Stripe and inventory reconciled.
ExploreGrowing businesses & startups
Systems, forecasts and structure for the next stage.
ExploreBookkeeping training: your questions answered
How long are training sessions?
Sessions are usually 60 to 90 minutes. Most people need two to four sessions to become confident with day-to-day bookkeeping.
Can you train my staff?
Yes – we regularly train office managers and admin staff and can document procedures specific to your business.
Do I need to be good with numbers?
Not at all. We explain everything in plain English and focus on the practical steps.
Can you check my work afterwards?
Yes. Many clients choose a quarterly review where we check and correct the file before lodging the BAS.
Related services
Xero, MYOB & QuickBooks setup
Cloud accounting set up properly from day one
BAS & GST lodgement
Accurate BAS and IAS lodged on time, every time
Catch-up bookkeeping
Months or years behind? We'll bring you up to date