Boardly Bookkeeping

Book a discovery call

Let’s talk about
your business.

A free, no-pressure conversation with Bek, owner to owner. It’s the first step of our free Decision-Ready Assessment, and you’ll come away knowing where your books really stand.

What to expect on the call

  • We listen first. Tell us the story of your business and how your day-to-day operations really run.
  • We talk about what’s getting in the way. Books that are behind, cash flow you can’t see, compliance you’re not sure about, or software that won’t talk to Xero.
  • You find out what happens next. If we’re a good fit, we start your free Decision-Ready Assessment. If we’re not, we’ll tell you straight.
  • No cost, no strings. The call and the assessment are free, and your Decision-Ready Report is yours to keep.

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Booked your time?
Rather email? [email protected]

What happens next

From first call to clean books
in about three weeks.

Most new clients are up and running in about three weeks, depending on complexity.

1

Week one

Discovery call

We talk, and you give us access to your Xero file so we can start the free Decision-Ready Assessment.

2

Week two

Your results

We take you through what we found and our recommendations, with a fixed monthly quote built around your goals.

3

Week three

Groundwork

If you go ahead, we set you up and bring your books to a reconciled starting point, ready for your plan to start.

Who you’ll be talking to

Registered BAS agent

Registered with the Tax Practitioners Board, number 26371011.

Exclusively Xero

We work only in Xero, including setup and data migration.

Sunshine Coast based

Working with growing businesses Australia-wide.

Fixed monthly fee

Plans from $1,200 a month ex GST.

Got questions first? Read the pricing FAQs or questions about Boardly.