Bookeeping Biz Coach

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About this service

Summary

How it works
We will work through weekly content in a live teaching workshop format.
Once a week, you set aside 2 hours for this live workshop to get hands-on teaching and training.
You bring one client file that you know well (to work for yourself). This means the bookkeeping is complete for at least 6 months, data is clean & you understand the client's industry fairly as well.
We will use Xero Accounting software to work out the workshop.
Customizable coaching and mentoring program to create the business of your dreams and serve your client at your highest level.

What's included

  • Week 1 :

    Review teamwork (bookkeeping) so you're confident in the data without having to do it by yourself

  • Using tools and workaround to manage transactions

    Understanding how to make use of the tools to manage transactions productive and efficiently.

  • Week 2 :

    Interpret the financials and pull out KPIs that matter. Prep for your client meetings.

  • Week 3 :

    Compile and present the financials quickly and easily so that clients understand and don't get overwhelmed.

  • Learn detail reports that useful for your company

    Understanding financial reports from abuse and fraud, and make sure all information is received in an accurate and timely manner.

  • Week 4 :

    Guide your client into better habits, make better decisions for their numbers, and become the collaborative controller or CFO they need.

  • Efficient Internal Workflow

    Developing and maintaining effective internal control in managing business


Skills and tools

Business Analyst
Accountant
Consultant
Google Drive
Google Sheets

Work with me