Bookkeepers Support 2026 NSW Wellness Retreat

Unwind, Unplug & Upgrade: Your Bookkeeper's Wellness Escape!

In between BAS chaos and before the EOFY craziness begins, it's time to recharge and implement AI tools that create MORE BALANCE and less burnout moving forward.

Join us for a retreat where we put your wellness first, implement game-changing systems second, and transform your practice forever...

Book Your Place

From Thursday March 12th - Sun15th 2026 @ Avoca Beach NSW From Thursday March 12th - Sun15th 2026 @ Avoca Beach NSW

Why Choose to Attend Our Wellness Retreat?

Recharge and Reconnect

Step away from the spreadsheets and into serenity. Our retreat offers the perfect balance of wellness activities and AI implementation, allowing you to recharge your mental batteries while making upgrades.

Expert Guidance

You'll implement time-saving AI tools with Kelly's hands-on guidance. From automated processes to error detection systems, you'll leave with working tools that eliminate hours of manual work each week.

Tailored for Bookkeepers

This isn't just any wellness retreat—it's specifically designed for bookkeepers like you. From wellness strategies to AI implementation plans, you'll leave with actionable systems that fit your unique practice needs.

Where is Our March 2026 Wellness Retreat Being Held?

We'll be enjoying the sun and tranquillity of Avoca Beach, on the Central Coast, NSW. We will stay in a local (within 10 kms) AirBnB luxury home that will be booked soon.

WE WANT YOU TO FEEL SPECIAL

What's Included

All Meals

Healthy meals have been included, and dietary restrictions will be catered for.
AI Implementation

2 big "doing" sessions where you'll have help revealing and fixing business drains!
Expert Guest

Guest speakers who will share their expertise and wisdom.

Accommodation

With space for up to 6, you can choose to stay with us on site.
Free Time & Yoga

You'll have a yoga session and daily free time to relax, go for a walk, or meditate.
A Journal

This journal is for you to write your notes, thoughts and plans for the future.

Our Expert Guests

We will secure all three of the best available experts shortly, but they will be individuals who can help you make personal and business progress, making 2026 a more balanced and productive year.

Rach Wilson

MINDSET COACH, MARKETING & AI

What Our Experts Will Be Sharing With You

Mastering AI For Marketing & Content Creation

With Rach

When we're busy and burnt out, our capacity to create engaging content, write professional emails, and communicate effectively with clients takes a hit. As does the time we have for marketing and business development. This creates a practice where client relationships suffer, and growth stagnates. It happens.

But don't worry, there is plenty AI can do to save you heaps of time while transforming your communication game, producing professional content and marketing material to grow your business with less time and effort on your part. These are the foundations of building efficient and thriving client relationships, that naturally grow your business.

Restoring Your Physical Health & Well-Being

With Kelly

We'll dive into looking at your current work/life balance and where you are overdoing and not recharging enough. We'll look at your current level of burnout and your potential for burnout, being honest and realistic about what you actually HAVE to do versus what you THINK you have to do.

We'll come up with a new plan for when you go home, to implement a healthier schedule and better ways to rest and recharge your body, mind and soul, while still being efficient and productive in your business.

Mental & Emotional Health Management

With Rach

Life is going to keep throwing curveballs, relationships will keep having ups and downs, and your business and kids bring in extra challenges just to make life more fun.

Having the tools to help you process the mental and emotional ups and downs is how you can get through these harder times, because the only way out is through. It's when it gets too overwhelming that we fall apart, we break down, and our business, relationships and kids are impacted by the fallout. So let's give you some healthy ways to manage stress and curveballs, and to process emotions so you can get back to good faster.

Our Retreat Agenda

Each day includes meals, as well as periods of free time mostly in the afternoons for reflection, meditation, walking, or simply enjoying downtime to recharge.

Below is a brief description of the other items included on that day:

DAY 1 - 12th March

Thursday

Arrive @ 4pm and get settled then enjoy dinner together.
DAY 2 - 13th March

Friday

The morning session will be your first AI Implementation and business efficiency session. In the afternoon, we'll cover mental and emotional health management, with additional time for relaxation and reflection.
DAY 3 - 14th March (Kelly's Birthday!)

Saturday

Your second AI Implementation & business efficiency session. You'll do your lifestyle review in the afternoon, with additional time for relaxation and reflection, and some R&R.
DAY 4 - 15th March

Sunday

A nice breakfast and beach walk together to finish up the retreat and reflect on what you've learned and are going to change when you get back into real life. Concludes at 12 pm.

Frequently Asked Questions

What time does it start on Thursday?

You can arrive from 4pm onwards with dinner at 6pm ish.

Can you cater to dietary needs?

Yes, if we know at least 7 days before the event. And if you provide us with a list of foods or brands we can purchase for you, it's completely doable.

When will I have the address of the venue?

You will be notified of the actual address approximately 7 days before the event. It's in the Avoca Beach area, NSW.

What AI software are we implementing?

It will depend on what you need. Two weeks before the event, you'll fill out an AI audit, which will help us determine what you need most and what fits within your budget on an ongoing basis, and we'll work on those when we have the AI implementation time.

Is the AI software cost included in the retreat cost?

No, it isn't. This is software that you will use on an ongoing basis, and it will have its own monthly or yearly cost. The intention of this retreat is to help you get it in, set up and ready for you to use as soon as you get back home. Doing this when you have a full client load and tax/BAS deadlines is often why people don't implement them, so let's get that part sorted!

Can I choose not to implement any AI tools?

Yes, you can. You can use that time to do anything you want while I work with other participants who want and need these tools in place to make their work life a lot easier when they get home.

What do I need to bring?

Comfortable clothes, swimmers, your favourite pillow and one nice but casual outfit for one of the dinners, and any book/e-book or relaxing activity you enjoy that you can pack with you.

Is alcohol provided?

No, but you are welcome to bring your own.

What food will be available?

Wraps, bread, vegetables, fruit, yogurts, cereals, salads and a variety of meats. We're keeping it simple, but nutritious.

Will I have to share a room?

Whilst we aim for you to have your own room, sometimes it is not possible.

Choose the Right Plan for You

You have the option to attend the event without the sleepover, saving money on accommodation, and you can also opt for a payment plan to make it financially easier.

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

Event Only

No Accommodation

$1150

Attend the entire event but don't stay the night. Meals still included plus all activities as listed above.

SELECT

Full Event

Includes Accommodation

$1500

This covers the whole event, including all meals and the beautiful accommodation.

SELECT

Online Only

No Accommodation or Meals

$500

9am - 1pm on the 13th & 14th for the business sessions only. Attend via Zoom.

SELECT

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