Stop guessing what's broken.
Get the roadmap.
A live workflow audit and strategic systems roadmap that tells you exactly what to fix, in what order, and how so you can stop working 60-hour weeks in a firm that should be running itself.
Only 4 sessions available per month
You've got the team, you've got the clients, but your systems are lacking
You know something's broken. You're drowning in delivery, your team can't run without you, and every time you try to step back, things fall apart.
You're the bottleneck
Every client question, every workflow handoff, every pricing decision runs through you. You're working harder than your team — and you can't see a way out.
Systems exist only in your head
You know how things should work, but nothing's documented. When someone's on leave, chaos. When you hire, it takes months to get them up to speed.
Tools aren't talking to each other
Xero, your practice manager, email, Slack, spreadsheets — information lives everywhere and nowhere. You're constantly toggling between platforms just to get the full picture.
You know what the problem is
Weak operations. But where do you even start? Which workflow do you fix first? What's a quick win vs. a six-month rebuild? You need a plan, not another generic audit.
The Workflow Strategy Session
A live 45-minute workflow audit where I map your full operational lifecycle (leads, sales, onboarding, delivery, out-of-scope, projects, reviews) then deliver a visual systems map, a phased 90-day implementation roadmap, and a private strategic walkthrough within 72 business hours.
You walk away knowing exactly which constraint is choking your firm's growth, and the exact play to release it without migrating platforms, hiring consultants, or rebuilding everything at once.
Everything you need to fix what's broken
Pre-Call Prep Form
10 focused questions about your current tools, team size, and biggest bottlenecks. This keeps our live call strategic — not spent gathering basics.
45-Minute Live Systems Mapping Call
We walk through your full operational lifecycle via Google Meet. I ask structured diagnostic questions, map your current workflow in real time (you'll see it built on-screen in a Miro board), and identify gaps, redundancies, and manual work that should be automated. This isn't a sales call, it's a working session.
Visual Systems Map
Delivered within 72 business hours: a clean Miro or Lucidchart diagram of your current workflow with red flags marked (bottlenecks, missing handoffs, automation opportunities). Clean enough to share with your team.
90-Day Implementation Roadmap
A phased action plan delivered via Google Doc breaking down exactly what to fix and when:
Phase 1 (Quick wins): 3–5 fixes you can implement this week
Phase 2 (Foundation): Systems to build or upgrade in 30–60 days
Phase 3 (Leverage): Bigger changes that require team buy-in (60–90 days)
Includes tool and automation recommendations with rationale. Platform-agnostic and works with Xero Practice Manager, Karbon, ClickUp, or whatever you're already using.
10-Minute Private Loom Walkthrough
A recorded video where I walk through your systems map and roadmap. Here's what I saw, here's what I'd fix first, here's why. This is your strategic debrief: the context behind the recommendations.
Benchmark Analysis
A comparison of your current setup vs. what I typically see in firms at your revenue level and firms at the next level up. You'll know exactly where the gap is and what 'good' looks like.
30-Minute Live Debrief Call
Scheduled 5–7 days after delivery via Google Meet. We troubleshoot implementation questions, clarify next steps, and discuss whether you're ready to DIY the roadmap or if you want support building it. This is the decision-making moment.
From booked to roadmap in under a week
You Book + Complete Prep Form
Choose your time, pay, and fill out the 10-question prep form. This primes the diagnostic so we hit the ground running on the call.
Live Systems Mapping Call (45 Minutes)
We map your workflows in real time via Google Meet. You'll see your firm's operations visualised, often for the first time. I'm asking questions, you're answering, and the map builds as we talk.
You Receive Your Full Diagnostic Pack
Visual systems map, 90-day roadmap, benchmark analysis, and private Loom walkthrough — everything lands in your inbox. You now have the exact plan to fix what's broken.
30-Minute Debrief Call
We jump on Google Meet to troubleshoot implementation questions, clarify priorities, and discuss your next step (DIY vs done-with-you). This is where the roadmap becomes your action plan.
One strategic session. Complete transformation roadmap.
Limited Availability: I only take on 4 strategy sessions per month to ensure each client receives the depth of analysis this work requires. Once all spots are filled, you'll need to wait until the following month.
The Workflow Strategy Session
- Pre-call prep form
- 45-min live systems mapping call
- Visual systems map (Miro or Lucidchart)
- 90-day implementation roadmap
- Benchmark analysis
- 10-min private Loom walkthrough
- 30-min live debrief call (5–7 days after delivery)
- Delivered within 72 business hours
This works best for specific operators
This is for you if:
- You're running a bookkeeping firm in Australia with a team
- You're the bottleneck, even with team members in place
- You know your operations are messy but you don't know where to start fixing them
- You're willing to implement (you don't just want another report to file away)
- You're using Xero Practice Manager, Karbon, ClickUp, or any practice management tool (or none at all, we'll recommend one)
This is NOT for you if:
- You're a solo bookkeeper with no plans to grow beyond yourself
- You're just starting out and need foundational business systems first (not operational diagnostics)
- You're looking for done-for-you implementation without strategic input first
- You want a generic template or course (this is bespoke strategic work)
- You're not ready to make changes in the next 90 days
17 years inside bookkeeping firms, not consulting from the outside
I'm not a business coach who's never run a bookkeeping firm. I spent years as a Brisbane public practice manager, scaling firms from chaos to systemised operations. I've used Xero Practice Manager, Karbon, ClickUp, and every practice management tool in between. I know what works, what's overkill, and what's a waste of money.
After 17 years in the industry, I've had exposure to 30+ bookkeeping-specific software tools spanning proposals, communications, document management, integrations, and add-ons including Ignition, GoHighLevel, Typeform, Stripe, FYI Docs, Slack, and more. I know which tools genuinely solve problems and which ones just add complexity.
I now work exclusively with Australian bookkeeping firm owners who've outgrown solopreneur systems but haven't yet built the operational infrastructure to scale past themselves. This session is how I help you see what I see when I look at your firm: the exact constraint choking your growth, and the exact 90-day play to release it.
What you're probably wondering
You've been guessing long enough
Stop wondering which workflow to fix first. Stop toggling between tools that don't talk to each other. Stop being the bottleneck in a firm that should be running without you.
Book the session. Get the roadmap. Fix what's broken.
Book Your Session Now
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