BOOK A DISCOVERY SESSION

Clarity and confidence for your business finances starts here.

I'm a registered BAS agent with over 7 years experience helping small businesses across Victor Harbor, the Fleurieu Peninsula and beyond.

My goal is simple: to make your bookkeeping clear, compliant, and stress-free.

Pick a time

your session includes:

- A relaxed, honest chat about your business - the good, the bad, and where you would like to improve.

- A review of your current bookkeeping and payroll systems, (including the software you are using or should be using).

- A tailored follow-up report with my findings, recommendations and three clear fee options to suit your needs.

common challenges i help with

- Late or messy BAS/IAS

- Payroll compliance & single touch payroll

- Xero setup/clean ups

- App integration & workflow support

Choose a time that works for you

Your discovery session can be held wherever is most convenient:

- At your business premises (within travel distance)

- At Connect Victor, Victor Harbor

- At a comfortable local spot (like a cafe)
- Online via Zoom (for remote clients)

Can't find a time that suits? Fill out the form below and I'll contact you.

Prefer a call first?

Not ready to book online?

Send me an email and I can give you a call.

Call me to book

Faq’s

What happens during the discovery session?

We'll talk through what's working, what's not, and where you would like to improve.

I'll also review your bookkeeping, payroll and software.

Do I need to pay for the discovery session?

No - the session is complementary if you are looking for ongoing bookkeeping support.

I believe in understanding your business fully before providing a quote.

What happens after the discovery session?

I'll prepare a personalised proposal with findings and three clear fee options. We will meet again to discuss the proposal and fee options in person.

What if I want to mix parts of different packages?

That's fine! Packages are a starting point.

We can adjust and customise based on what you really want.

Do you work with businesses outside of Victor Harbor and the Fleurieu Peninsula?
Yes - I work with clients across South Australia remotely, as well as locally.

What software do you use?

I primarily work with Xero, Hubdoc, Dext, Annature and Microsoft 365.