Bookkeeping Strategy Session

Accounting Services in Cheltenham

As a business owner, you can’t be expected to know it all.

If the bookkeeping side of things is confusing for you and you’re worried you’re not doing things correctly, this session will help you understand the basics and identify what you need to do so you are in control in this area.

You’ll meet with Lisa Stoneham, an experienced and qualified bookkeeper, who will demystify the day to day financial management side of running a business. As a result, you’ll save hours and find it so much easier to stay on top of your bookkeeping yourself.

This is a 1 hour session, conducted remotely via Zoom.

Who is this training for?
This hour-long session is ideal if you are:

A start-up business

Currently managing your bookkeeping on an Excel spreadsheet and looking to move to a more robust and intuitive system

A sole operator who is looking to grow by employing staff

What you’ll learn:

This is what we will cover during your session:

Good bookkeeping practices

Accounting and other software that assists in helping you to manage your business numbers accurately and efficiently

Your obligations to the ATO

Payroll requirements

Budgeting and Cashflow

Education around what makes your numbers tick such as pricing, costs, profit, cash flow, debtors, stock etc

As a result of this training, you’ll have confidence about the basics of keeping your books in order and managing the financial side of your business.

How it works

Simply choose a time and book your session with qualified bookkeeper Lisa Stoneham. She will let you know what information you will need to have handy on the call.

Your Investment: $200 plus GST

If you have any questions before booking in and paying, feel free to book in a 15-minute free consultation.