FOR BOOKKEEPING BUSINESS OWNERS
Bookkeeping Business Advisory Session
A dedicated 90-minute session to help you run, grow, and troubleshoot your bookkeeping business, with a Chartered Accountant who's built one herself.
Practical advice from someone who has built and scaled their bookkeeping practice?
1:1 BUSINESS ADVISORY SESSIONS
Running a bookkeeping business comes with its own set of challenges, from pricing and systems, to team structure, client management, and growth. And the world right now is moving so fast with AI and automation, it's hard to know what to prioritise or where to start.
This 90-minute advisory session gives you dedicated time with Bec, founder of Straight Up Bookkeeping, to work through whatever's on your mind right now. Whether that's a specific issue you're stuck on, or a bigger picture question about where your business is heading.
"Bec provides amazing and very helpful advice, along with templates that are real and help you work through workflow, pricing and team set up."
"I can highly recommend this to anyone who is starting out or who has a current business that you need help with. Thank you Bec, you're amazing."
Renee A
Previous participant of Bookkeeping it Real Program
How it works
1. Pick a time that suits you
2. Tell me what you'd like to cover
3. Pay to confirm your session
4. Meet with me for 90 minutes
5. Receive a follow-up summary
Things I can help with
Positioning and niching your business
Building referral relationships
Systems & Tech
Choosing the right tech stack
Integrating AI tools into your workflows
Automating month-end processes
Technical Training
Technical bookkeeping, payroll, and Xero training
Team & Client Management
Building and training a team
Engagement letters and managing scope creep
Handling difficult client conversations
Bookkeeping Business Advisory Session
90-MINUTE SESSION
$690 + GST
Bookkeeping business owners who want practical, experienced advice, not generic business coaching.
Includes:
90-minute 1:1 session (video)
Preparation time, so Bec comes ready with relevant guidance for your specific issue
Follow-up email summary after the session
Frequently Asked Questions
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Yes please. When you book, you'll be asked for 3 to 5 things you'd like to cover. It could be one big thing or a few smaller ones. It means I can prepare properly and we can get straight into it.
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Life happens, I get it. If you can give me at least 48 hours' notice, use the link in your confirmation email to move or cancel and I'll refund you in full or hold it as credit for another time. Inside 48 hours I've usually already done the prep for you, so the fee is generally non-refundable. That said, if something comes up that's genuinely out of your control, please just reply to your confirmation email and tell me.
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Both. Whether you're a year in and working out your pricing, or ten years in and building a team, the session is shaped around whatever's on your mind right now.
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The session is $690 + GST, so $759 in total. You'll see the full amount when you book. Tax invoices are available on request.
Bookkeeping Business Advisory Session with Rebecca Buchanan
Pick a time below. Please note payment is taken when you book, and you'll get a confirmation email straight away with everything you need.
