Financial Foundations Consultation

Business owner having a video call on a laptop

Personalised guidance to help you understand your financial obligations and make confident decisions about your bookkeeping setup.

We offer personalised training sessions via video conference, tailored to small business owners at every stage of their journey. Whether you’ve just registered your ABN and don’t know what comes next, are considering using Xero but aren’t sure what’s involved, or simply want to build your financial confidence, we’re here to help.

Get your business off to the right start

Starting a business is exciting, but navigating the maze of ATO compliance, GST obligations, and financial reporting can be overwhelming. Our Foundations Consultation is designed for new business owners who want clear, practical guidance.

In this one-on-one video session, we’ll walk through the key financial concepts every small business owner needs to understand including your compliance obligations and how to stay on top of them. You'll also gain clarity on how bookkeeping typically works day-to-day so you can make informed decisions about the tools and systems you’ll use, including whether to manage it yourself or outsource down the track.

What you’ll walk away with:

  • A clear understanding of your compliance obligations and reporting requirements

  • Practical guidance on recordkeeping and receipt management

  • An understanding of bookkeeping workflows and how to stay on track

  • A video recording of your session

  • Summary notes and action steps

If you decide you’re ready for a Xero setup after this session, we can provide a fixed-price quote based on your needs.

Book your free 15-minute discovery call to discuss your needs. Want to ask a quick question first? Send us a message here.