To the busy business owner running their own business accounts (or their partners books), you deserve to have the most EFFECTIVE Do-It-Yourself Bookkeeping:
“GIVE ME 1 HOUR & YOU'LL WALK AWAY WITH AN AUTOMATED XERO FILE THAT SAVES YOU TIME AND RECORDS YOUR TRANSACTIONS ACCURATELY!"
As a busy mum of 4 myself, I see you. Lets work together in creating your Xero file to be automated as much as possible, which ensures consistent accuracy in your accounts AND saves you time! I provide the simplest and quickest way to boot hours of wasted time by using automated processes
within Xero to everyone’s advantage.
⭐⭐⭐⭐⭐
Bree has helped me amazingly with her knowledge and understanding with Payroll, showing
me the ins and outs with the whole system for Xero. For being a first time sole trader in business, Bree's professionalism and expertise is right up there with her friendly kind
personality. Highly recommend Bree!
- Louise
Your Mane Hairstylist
⭐⭐⭐⭐⭐
Bree has been such a fantastic support for me as a small business owner, migrating to new
accounting software and teaching me how to be independent with this. Bree availed herself and made
the process seamless. I would highly recommend her services to all.
- Kate Visser
Milky Business
⭐⭐⭐⭐⭐
My mind just doesn't love working with numbers and systems regarding financial matters. Bree helped me understand how to manage the payroll system to run my business, She has a
way of taking the jumble of information and collating and communicating it in a way that is really easy to understand and apply. Thank you Bree
- Tanya Freisler
Tanqua Athlete Performance
From: The desk of Bree Haritos, Bookkeeping Expert
Sick of paying hundreds $$ to have your bookkeeping done each month? Small business owners like yourself are often spending a significant amount of money on professional bookkeeping services. These training packages help you save money by teaching you how to effectively manage your own bookkeeping, reducing the need for costly external assistance!
BUSY MUM OF 4. BOOKKEEPING, BAS AND PAYROLL EXPERT.
Hi I’m Bree,
your Bookkeeping Coach.
I’ve been a certified bookkeeper and BAS Agent with over 16 years experience, and as a Xero certified Advisor and silver partner, I've got you covered! I help business owners like yourself automate your software to save you time and ensure confidence that your automations are all going into the correct accounts.
Cool, right? So not only will you have your accounts all going to the right buckets, but you will have the time to focus on more important things!
Let’s say goodbye to those icky worried feelings and know your Xero file is up to date and you’re confident to easily stay ahead of your accounts!
I’ve got additional gifts for you no-matter what tier you choose! When you invest in your professional development you will receive:
✨ Bonus #1
A copy of the recorded training
Imagine just how much easier it will be to “re-play” your knowledge at the tip of your fingertips whenever it is convenient to you!
With this recorded training, just pause and play as you need to re-jog anything you’re unsure about; make life easy for you!
✨ Bonus #2
Free GST Resources for BAS Lodgement
I’ve taken on the heavy lifting for you, no need to search and waste time on Dr. google or the merry- go-round ATO website, our GST resources are at your fingertips if you’re ever unsure if a transaction should have GST (or not!)
✨ Bonus #3
Free checklist for onboarding new employees
Not sure if you have everything you need when bringing a new employee on board?
Our checklist has you covered to ensure you have ALL the details needed before onboarding an employee AND inputting the data into Xero!
TIER 1
Xero Training Basics
Promise:
Your file is already set up and you want some basic training! Provide you with the skills to manage your own books, while saving time and money!
Includes:
✨ 14 day package
✨ Xero file health-check
✨ 1x 1hr coaching call, discussing bank reconciliation, Bank rules, Accounts payables/receivables, BAS
Lodgement and basic Payroll (if required).
✨ 1x free follow up at the end of 2 weeks to go over any follow up queries
BONUS: Copy of recording to refer back to all resources outlined above (scrollback to bonus items)
Invest in your professional development today for $350
TIER 2
Xero Set Up, Automation & Training
Promise:
Have your Xero file set up AND Automated. Provide you with the skills to manage your own books, while saving time and money!
Includes:
✨ 30 day package!
✨ Set up of your Xero file (bank transactions to bank feeds and automation), Back-log of bank feed data for up to 1x month, Chart of accounts. BAS Automation through Xero **If longer than 1 month
backlog, please get in touch to work out your investment!
✨ 1x FREE discovery call to outline the information I will need on your end AND to see what you want
set up!
✨ 2x coaching calls up to 1 hour each!
✨ Coach call 1 – go over how to reconcile your bank account, setting up bank rules and how bank rules
save time. Your Chart of accounts.
✨ Coach call 2 – Go over any questions you may have from our first call and after some input into the Xero file.
BONUS: Copy of recording to refer back to
all resources outlined above (scrollback to bonus items)
Limited spots monthly, so act quickly to reserve yours.
TIER 3
Xero File Set Up, BAS, Payroll & Training
Promise:
I set up your file (bank transactions to bank feeds and automation), Back-log of bank feed data for up to 1x month, Chart of accounts.
**If longer than 1 month backlog, please get in touch to work out your investment
Includes:
✨ Set up of Payroll:
- STP (Single touch payroll) link to ATO
- Payroll settings (Superannuation, Calendars, pay cycles, pay codes)
- Employee data and STP Phase integrations
- Pay-runs
(Includes up to 1x month of payroll backlog)
✨ 1x FREE discovery call to outline the information I will need on your end AND to see what you want
set up!
✨ 2x coaching calls up to 1 hour each!
✨ Coach call 1 – go over how to reconcile your bank account, setting up bank rules and how bank rules save time. Your Chart of accounts.
✨ Coach call 2 – Payroll processes, new employees, pay-runs and any further queries you may have from our 1st call.
BONUS: Copy of recording to refer back to all resources outlined above (scrollback to bonus items)
Limited spots monthly, so act quickly to reserve yours.
These packages address several common problems, such as:
- Expense Savings: Small business owners often spend a significant amount of money on professional bookkeeping services. Our training helps them save money by teaching them how to effectively manage and automate their own Xero file, reducing the need for costly external assistance.
- Financial Empowerment: Many small business owners may feel overwhelmed or unsure about their financial responsibilities. This training empowers them with knowledge and practical skills, enabling them to take control of their finances with confidence.
- Time Efficiency: Managing bookkeeping tasks can be time-consuming. By learning how to streamline processes using automation and accounting software efficiently, business owners can free up valuable time to focus on other aspects of their businesses or personal lives
- Financial Understanding: A lack of understanding about financial statements and tax obligations can lead to mistakes and potential compliance issues. This training provides essential insights, helping business owners gain a deeper understanding of their financial data and how it impacts their businesses.
- Professional Growth: For business owners looking to upskill, this training
offers an opportunity to enhance their expertise and expand their knowledge not only within their business and financial data, but using Xero whole-heartedly.
YOUR QUESTIONS, ANSWERED..
What is the course schedule?
This is a hands-on training that when you invest in your professional development, we lock in
a time and get straight into it! From there, you’ll receive a copy of our resources and to our
recorded session(s) once they’re completed.
We discuss:
✔️ Settings and set-up including Automation through Xero Bank feeds, Bank rules, and ATO linkages
✔️ Familiarizing yourself with bank reconciliations
✔️ Tips on bulk transaction coding
✔️ Accounts payable/receivable and split payments
✔️ Q&As
What happens if I record transactions incorrectly, or just (in general) make mistakes?
Don’t worry, everything can be reversed, The system is bulletproof! We go through how to
reverse or redo any accidental or mistakable transactions!
I have no idea how to even know if my Xero file or bank feeds are set up correctly. Will
this training help?
Absolutely. I will be able to tell within minutes from conducting a health-check of your Xero
file, rectify any visual (and non-visual problems, then show you in our training! My saying is
“Everything is fixable”, so even if you have set your file up and aren’t sure of any problems,
we go through it!
LET'S DO THIS!
Are you ready to enroll and invest
in your professional development?
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