2026 Business Reset For Bookkeepers

JANUARY 14TH, 11:30AM - 2PM

Reclaim Your Time, Money & Sanity In 2026!

Join Us For The Business Reset Workshop: Find Out What to Ditch, What to Keep, & What to Fix For a Much Better 2026!

WHY THIS WORKSHOP MATTERS

It's Not About Doing More, It's About Doing What You Do Better!

Let's be honest - you're exhausted. You're working ridiculous hours, your income is unpredictable, and you can't remember the last time you had a proper weekend off. You know something needs to change, but where do you even start when you're drowning in client work?

Here's the thing... Hoping things get better isn't a strategy. You need to actually assess what's actually draining your time and money, decide what stays and what goes, and create a realistic plan to fix it. That's exactly what we're doing in this 2.5-hour intensive workshop.

Walk away with clarity on what's currently broken in your business and a practical Q1 action plan to fix it. No fluff, no theory - just an honest assessment and strategic planning that actually works.

Here is what you'll walk away with from this workshop:

YOUR BUSINESS REALITY CHECK

Discover exactly where your time and money are disappearing using our proven 9-area assessment system. No more guessing - you'll have data showing what's working and what's killing your profitability.

YOUR STRATEGIC PRIORITIES

Not everything can be fixed at once. Learn how to identify your quick wins versus your strategic priorities, and choose the TOP 3 focus areas that will give you the biggest impact in Q1, with a flow on effect into the rest of the year.

YOUR 90-DAY ACTION PLAN

Leave with a realistic, step-by-step roadmap for Q1 2026. Specific actions, real timelines, and accountability checkpoints. This isn't you creating fantasy goals you'll abandon by February, this is your business plan to get on track for greater profit and work-life balance!

Reserve your spot today! Let's get you back some time, money and sanity at the beginning of 2026...

Who This Workshop Is For

✅ This workshop is perfect if you:

You're a solo bookkeeper or small practice owner working too many hours for too little money
You know something needs to change but don't know where to start
Your business runs you instead of you running your business
You're tired of feast/famine income and want more predictability
You want a realistic plan (not another overwhelming to-do list)
You're ready to make 2026 different from 2024
You need accountability and structure to actually make changes

❌ This workshop is NOT for you if:

You're looking for a magic bullet that requires zero effort on your part
Your business is already running smoothly with great work-life balance
You're not willing to honestly assess what's not working
You want theory instead of practical implementation
You're not ready to make any changes in your business
You're looking for quick fixes rather than strategic solutions

FEATURES

What We'll Cover in Our 2026 Business Reset Workshop

PART 1: THE REALITY CHECK

The Pricing Calculator Exercise

Find out if you're actually charging enough using Kelly's proven pricing calculator. Most bookkeepers discover they're leaving thousands on the table - let's fix that first.

Your 9-Area Business Assessment

Systematically evaluate your business across the areas that matter most: client profitability, service efficiency, admin time drains, revenue predictability, boundaries, systems, technology, work-life balance, and burnout levels.

Identify Your Time & Money Drains

Pinpoint exactly where your business is bleeding time, money, and your sanity. No more vague feelings - you'll have specific data about what needs to change.

PART 2: THE PRIORITY MATRIX

Sort What Stays, What Goes

Not everything deserves your attention. Learn how to categorise your findings into Quick Wins (do these now), Strategic Priorities (plan these properly), and Later List (back burner for now).

Choose Your Top 3 Focus Areas

You can't fix everything at once. We'll help you strategically select the THREE areas that will give you the biggest return on your effort in Q1.

Capacity Reality Check

Build a plan you can actually execute based on your real capacity - not fantasy time you don't have. This is about sustainable change, not burnout speedruns.

PART 3: YOUR Q1 ACTION PLAN

Build Your 90-Day Roadmap

Create specific actions with realistic timelines for each of your priority areas. What you'll do, when you'll do it, and what you need to make it happen.

Identify Your Obstacles

Anticipate what might derail your implementation plan and create solutions before problems happen. Plus, identify what support you need to actually execute.

Set Accountability Checkpoints

Decide how you'll track progress and stay accountable throughout Q1. Because plans without accountability usually die by mid-February.

WHAT'S INCLUDED:

2.5-Hour Live Workshop on Zoom (14th Jan 2026, 11:30am - 2pm AEDT)
Comprehensive Digital Workbook (delivered 24-48 hours before)
Lifetime Access to Recording (rewatch quarterly or annually as needed)
The 9-Area Business Assessment Tool with rating scales and analysis framework
Priority Matrix Template to organise your quick wins and strategic
Q1 Action Plan Builder with timeline and accountability structures
Our Pricing Calculator to finally see if you're charging enough
Limited to 50 Attendees for quality interaction and support
Exclusive Retreat Discount for NSW Wellness Retreat (March 12-15, 2026)

WHO'S WHO

Meet Your Facilitators

BOOKKEEPING PRACTICE EXPERT

KELLY BERGER

Kelly built and sold her bookkeeping practice after 15+ years in the industry. She knows exactly what works (and what doesn't) because she's lived it. With ADHD herself and two neurodivergent kids, Kelly deeply understands overwhelm, burnout, and the reality of running a business when everything feels too hard. She's built Bookkeepers Support to help bookkeepers get unstuck using practical, real-world solutions - no theory, no fluff, just what actually works

BUSINESS COACH & MARKETING STRATEGIST

RACH WILSON

Rach specialises in helping service-based business owners work ON their business instead of just IN it. With expertise in business coaching, ADHD, mindset transformation, and strategic planning, Rach brings the frameworks and structure that turn assessment into action. She helps business owners cut through overwhelm, make strategic decisions, and actually implement the changes that matter.

FREQUENTLY ASKED QUESTIONS

When is the workshop?

Wednesday, 14th January 2026 from 11:30am - 2:00pm AEDT (Victoria time). It's live on Zoom, and you'll get lifetime access to the recording.

What if I can't attend live?

No problem! You'll get lifetime access to the recording, plus the full workbook and all materials. However, the live session allows you to ask questions and get real-time support, so we recommend attending if possible.

I'm not very tech-savvy. Will I be able to participate?

Absolutely! If you can use Zoom, you can do this workshop. Everything is straightforward, and we'll guide you through each step. Plus, you'll have the workbook to follow along.

I've tried planning before and it never sticks. Why will this be different?

Two reasons: First, we're not creating fantasy goals - we're building realistic plans based on your actual capacity. Second, you'll identify the REAL problems (not symptoms) and prioritise ruthlessly. Most planning fails because people try to fix everything at once. We won't let you do that.

Will you help me implement these changes, or just plan them?

This workshop focuses on assessment and planning. However, if you want implementation support, Kelly is running the NSW Bookkeepers Support Wellness Retreat (March 12-15, 2026) at Avoca Beach where you can actually DO the work with guidance. Workshop attendees receive exclusive pricing.

Do I need to prepare anything before the workshop?

Just bring yourself, coffee (or wine, no judgment), and honesty about your business reality. We recommend having your recent financial data handy for the pricing calculator exercise, but that's optional. The workbook will be delivered 24-48 hours before the workshop with any preparation instructions.

Is there a refund policy?

We offer full refunds up to 48 hours before the workshop (before workbooks are sent). After that, no refunds are available. However, you'll still have lifetime access to the recording if circumstances prevent you from attending live.

Is this only for solo bookkeepers or can practice owners attend?

Both! This workshop works for solo operators and small practice owners (up to 10-15 staff). The assessment and planning process scales to your business size.

How long do I have access to the recording?

Forever! You can rewatch it quarterly or annually as you reassess your business. The recording and materials never expire.

What's included in the workbook?

The comprehensive digital workbook includes: the complete 9-area assessment tool, priority matrix templates, Q1 action plan builder, space for notes and reflections, and resource lists. It's designed to be your strategic planning companion for Q1 and beyond.

What format is the workbook? Can I print it?

It's a professional PDF that's completely printer-friendly. Print it out and work through it during the session, or complete it digitally - whatever works best for you.

How many people will be in the workshop?

We're capping attendance at 50 people to ensure quality interaction and the ability to answer questions during the session.

Are there payment plan terms and conditions?

Yes. Payment plans commit you to the full course cost paid in installments. This is not a subscription you can cancel—you're committed to the complete investment. Contact us if financial difficulties arise and we'll find solutions.

Can I bring my team/staff to the workshop?

This workshop is designed for business owners and practice managers making strategic decisions. If your staff would benefit from the operational aspects, they're welcome to join, but the content focuses on business-level planning rather than day-to-day task management.

Ready to Reclaim Your Time, Money and Sanity, By Doing 2026 Differently?

This workshop is NOT a magic bullet. It's an opportunity for you to step back, look at your business honestly and assess (with tools and support) what needs to go, what needs to change and what's actually working for you. This is strategic planning in action!

When you can identify and stop the time, energy, and money drains in your business, what changes for you in your business and your family/personal life? Something to ponder...

NOTE: GST is added to the price AFTER you enter your contact details.

UNTIL 31ST DECEMBER 2025

EARLY-BIRD PRICE

Pay In Full Now

~~$127~~

$97

REGISTER ME PLEASE

⚠️ SPACE IS LIMITED TO 50 ATTENDEES

We're keeping this workshop intimate so everyone can get support and have their questions answered. Once we hit 50 registrations, the doors close.

Early-bird pricing ends on 31st December 2025.

Then the workshop price increases to $127.

NOTE: If you really want to come but can't afford the full price in one payment, reach out for potential options.

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