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The Bookkeepers Bootcamp

For Bookkeepers who want to expand the service they provide & increase their earning potential


Transition from a Bookkeeper to a Virtual Operations Manager

We can show you how

Do you want to do

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Less Boring Data Entry

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More Financial Management

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More Cash Management

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More Business Management

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We can help you upskill

Many business owners struggle with finance and administration. That is where you can step in.  We can show you how to do more than data entry and bank recs. 


We can show you how to provide your clients with additional services that will greatly assist them in building a thriving business.

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How will we do that?

We will teach you how to.

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1.

Build & Manage a Rolling 24 Month Cashflow Forecast

2.

Design & Interpret Financial Reports that make a difference

3.

Take a proactive role in keeping the business compliant

4.

Take the pressure off Business Owners by taking responsibility for all things Admin

From Bookkeeper to

Virtual Operations Manager

The traditional role of bookkeeper has been focused on data entry and compliance.  The increase in apps, online accounting and now AI means that will change.

If you are savvy you can stay ahead of the game by increasing your skills.


Many Start-ups and small businesses could benefit greatly if you could help them

Understand their financials

You could explain to your clients

  • The meaning of their P&L
  • The meaning of their Balance Sheet.
  • How they are going against budget.
  • The meaning of their KPIs

Forecast Cashflow

You could work with your client to

  • Develop a rolling 24 month cashflow forecast
  • Compare monthly actual results and adjust the forecast
  • Keep the forecast up to date for changes in the business

Oversee Administration

You could give your client back valuable time by

  • Looking after software licences
  • Organising staff to be onboarded
  • Project Management
  • Insurance renewals
  • Contract renewals

You could be the reason a business will survive and thrive

Most Start-up Founders and small business owners do not go into business because of the mountains of paperwork they get to do.  Many are overwhelmed by administrative detail.  Many are scared of financial reports and numbers in general.  Many don't have the patience or desire to learn.  They are focused on sales, product development and client satisfaction.


Imagine what it would be like to be the right hand person for someone like that.  You could use your attention to detail, you love of bringing order out of chaos and your love of numbers to the party and the result could be the difference between success and failure of the business.

Learn more
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Our projects

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Operations Management

  • HR
  • Managing Tech Stack
  • Risk Management & Insurance
  • Memberships
  • Administrative Contracts
  • Project Management
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Cashflow Forcast

  • Setting up Bank Accounts
  • Overview of the forecast model
  • Modeling income
  • Modeling expenses
  • Dealing with income tax and super
  • Reviewing actual to projected
  • When cash is tight
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Financial Control

  • Setting up your accounting codes
  • Control Points
  • Ordering versus paying
  • Who should pay the bills
  • Dealing with employee expenses
  • Software costs
  • Finance Team Responsibilities
  • Working with a Client
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Monthly CEO Report Pack

  • Profit & Loss Report
  • Balance Sheet
  • AP Analysis
  • AR Analysis
  • KPI’s
  • Cashflow
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High Level Bookkeeping

  • BAS Lodgement
  • Payroll Management
  • Payroll Tax 
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What you will master by the end of the Bookkeepers Bootcamp.

What you will learn.

Choose your plan

Select the plan that's right for your business. You can always upgrade or downgrade later.

You can upgrade any time

Two clear

Choices!

To do by yourself in your own time


  • 5 training modules
  • Worksheets
  • Templates
  • Checklists









$997 AUD
                          (ex GST)

                     

Self-Paced

To do by yourself in your own time


  • 5 training modules
  • Worksheets
  • Templates
  • Checklists
  • Direct access to your Mentor via our chat app for 3 months
  • Weekly AMA Sessions with our Founder for 3 months


$2,497 AUD
                          (ex GST)


Mentored

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Sandra Caves

Founder & CEO


Sandra is a Financial Evangelist and self appointed Queen of Numbers.  Her mission is to empower every business owner with the knowledge and tools to reign over their business numbers.




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Kartia Dickson

Operations Manager Mentor



Kartia is the nails down every little detail and loves to get to the bottom of things.  Her background in architecture and building systematised her love of putting things together so they work efficiently and effectively.

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Ghretta Smith

Operations Manager Mentor


You'll find collaboration, problem solving and shoulder-to-shoulder spirit with Ghretta. Positive and organized, she mentors our bookkeepers with excellence.

FAQs

Got a question? We’re here to help.

  • Is the content the same in both courses?

    Yes the content is the same in the two courses.

  • What is involved in the Mentoring

    Our mentors will work with you over the five weeks twice a week in one-hour sessions.  You will be expected to have done the training and the two live hours will be to answer questions and to work with you on implementing this with one of your clients

  • What type of payment methods do you accept?

    You can pay for this on stripe using a credit card or debit card