The Bookkeeping Reset for Ambitious Coaches & Online Service Providers
Clean up your Xero. Get clarity on your numbers. Lead your business with confidence and profit-focused strategy.
For the multi-6-figure coach or online service provider who’s outgrown DIY spreadsheets and messy books – but isn’t ready to hand it all over yet.
✅ You’re making real money.
✅ But your numbers are holding you back.
✅ Let’s fix that – fast.
For the Coach Who’s Built a Real Business – But Let Her Books Fall Behind
You’re not a beginner. You have demand, you’re serving clients, you’re making consistent revenue.
But behind the scenes?
✅ You avoid logging into Xero.
✅ You don’t really trust your numbers.
✅ You’re worried you’re missing things.
✅ You’re not paying yourself confidently.
✅ You want strategy – not just data entry.
This is where you get back in control. Without shame, overwhelm, or having to hand it all over right away.
YOU STRATEGIC BOOKKEEPING RESET
This isn’t a cheap “catch-up.” It’s the foundation you need to lead your business like a real CEO.
✅ We’ll clean up your Xero.
✅ Show you exactly what you can pay yourself.
✅ Set up a simple system you can actually stick to.
Delivered in 14 days (once we begin), so you can stop avoiding your books and start making data-backed decisions that grow your business.
YOU DON'T NEED TO BE "READY" - YOU JUST NEED A PLACE TO START
You’re great at serving clients. But your numbers got messy in the background.
It’s easy to let bookkeeping turn into a “push it off” task – until avoidance, admin spirals, and a neglected Xero file make you feel out of control.
We’ll change that.
✅ No guilt.
✅ No spreadsheets you’ll never open.
✅ Just a clean, clear, strategic foundation.
WHAT'S INCLUDED IN YOUR BOOKKEEPING RESET
This isn’t just a clean-up. It’s strategic prep for your next stage of growth.
⭐ Scope Assessment Call
We review your Xero, clarify your goals, and map exactly what needs to be cleaned, fixed, or restructured.
⭐ Xero File Catch-Up
We bring 3–12 months of transactions up to date, categorised clearly and accurately.
⭐ Chart of Accounts & Reporting Realignment
No more messy or misaligned categories – we restructure your data so your numbers reflect your actual business model.
⭐ Profit & Pay Snapshot
A clear, simple summary of what you made, what you spent, and what you can actually pay yourself.
⭐ Weekly Maintenance Plan
A custom, easy-to-stick-to system (30 mins or less per week) so you stay consistent and in control.
THE INVESTMENT
✔️ Log into Xero without dread
✔️ Know exactly where your money is going – and why
✔️ Make smarter, data-backed pricing decisions
✔️ Plan your CEO pay with confidence
✔️ Lead your business like the expert you are – not just the service provider
This isn’t about “doing your books.”
It’s about owning your numbers and using them to lead.
IS THIS FOR YOU?
✅ You’re a coach, consultant, or online service provider
✅ Running a real business (typically 1–3+ years in)
✅ Earning multi-6-figure revenue but not feeling confident in your numbers
✅ You want a clean, clear, strategic system – not more tools or noise
✅ You’re ready to lead with your numbers (even if you’ve been avoiding them)
This is not for you if...
You want ongoing monthly bookkeeping – that’s where the Growth Partner retainer comes in.
This Reset is designed as your first step – to get your books sorted, your systems simplified, and your numbers ready to support your next level.
THE INVESTMENT
This isn’t a generic clean-up. It’s a personalised, strategic reset to move you from financial fog into CEO-level clarity.
✅ Pricing is custom – you’ll receive a quote after your Scope Assessment Call.
✅ Final quote depends on file condition, scope of catch-up, and system complexity.
✅ Spots are limited (2 per month) to maintain quality and turnaround.
NEXT STEPS
1️⃣ Book Your Free Scope Assessment Call
We’ll review your Xero, discuss your goals, and map what needs to be cleaned, fixed, or restructured.
2️⃣ Get Your Custom Proposal
You’ll receive a tailored quote and timeline for your reset.
3️⃣ Let’s Get You Sorted
We’ll catch up your books, clean them up, and set up a system you’ll actually use.
You don’t need to spiral every time you log into Xero. Let’s get your backend cleaned up and realigned to support your next level.
STRATEGIC GROWTH HUB
Registered BAS Agent & Bookkeeper
Strategic Bookkeeping for Coaches & Online Service Providers
✅ Xero Bookkeeping Setup & Cleanup
✅ Monthly Bookkeeping Retainers
✅ Profit, Pricing & Pay Audits
✅ Custom Support for Coaches & Online Businesses
CONTACT INFO
📍 Based in Australia – Working with clients globally
Registered BAS Agent & Bookkeeping working with Coaches and Online Services Providers Australia Wide.
LEGAL
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