Your business is growing.
Your bookkeeping system shouldn’t still feel this messy.
I help small business owners get Xero or EasyBusiness App set up properly and create a simple bookkeeping workflow they can actually keep using.
You’re in the right place if:
your spreadsheet has done the job, but your business has outgrown it
you’ve got Xero or another system, but you’re not confident it’s set up properly
bookkeeping gets done inconsistently because there’s no simple workflow
your bank feeds, expenses, GST or categories feel harder than they should
you want to keep doing your own bookkeeping, — you just want someone experienced to set it up properly and show you how to run it
You don’t need to become an accountant. You need a system that makes sense and a workflow you can actually keep up with.
Whether you’re moving out of spreadsheets, starting with Xero or EasyBusiness App, or already have software that doesn’t feel quite right, I’ll help you get the foundations sorted.
Together we’ll:
✓ choose or review the right software setup
✓ make sure the basics are structured properly
✓ sort out the workflow for income, expenses, GST and bank transactions
✓ create a simple routine you know how to follow
✓ make sure you understand what happens next
Bookkeeping System Set Up & Workflow
Already have Xero or EasyBusiness App set up and just want an experienced pair of eyes over it?
My Bookkeeping File Review & Check Up may be a better fit. I’ll review what you already have, show you what’s working, what’s missing and what needs fixing first.
Want me to stay beside you once everything is set up?
Once your bookkeeping system and workflow are sorted, you can choose to keep me in your corner for the next 3 months.
Three monthly check-ins give you somewhere to ask questions, check that things are staying on track and fix little issues before they become big bloody issues.
Practical support from someone who knows what works in real life
Hi, I’m Kristi.
I have over 30 years of bookkeeping experience and have spent more than 20 years running my own bookkeeping business.
I created this business for small business owners who want to do their own bookkeeping, but need a simpler way to stay on top of it and feel clearer about what is happening in the business.
Because most people do not need more information.
They need a practical way to keep up with things, understand what to look at, and feel supported as they go.
My approach is simple, down-to-earth, and judgment-free.
I help you make sense of the numbers in a way that feels manageable in real life.
Not ready for 1:1 help yet?
Free Weekly Numbers Snapshot - a simple 10 minute check-in to help you see what is happening in your business right now.
It helps you quickly look at:
money in
money out
what feels safe to spend
where things may need attention
what might be getting missed
A simple first step to help you stop guessing and start seeing things more clearly.
Get in touch
Interested in working together or have a question?
Fill out some info and I will be in touch shortly.