EOFY Business Reset Workshop

JUNE 18TH, 11AM - 2:30PM

Get Your Biz EOFY Ready Before The Crazy Starts!

The live workshop that IMPLEMENTS your systems, resets your business and gets you ready for EOFY — in one afternoon!

WHY THIS LIVE WORKSHOP MATTERS

For Bookkeepers Who Are Done With Chaos, Stress and Winging It. It's Time For Peace & Efficiency!

Let's be honest - EOFY is exhausting. You end up working ridiculous hours, your workday is non-stop, and it can be overwhelmingly chaotic juggling everything, especially if you have an ADHD brain. Every year you survive EOFY. Every year, you say next year will be different. This year, let's actually make it different.

We're not here to teach you how to do bookkeeping. You know how to do bookkeeping. We're here to help you build the systems, processes and structure that make EOFY feel like a professional operation — not a yearly crisis.

And because EOFY has a way of exposing every gap in your business (missing processes, undercharging, boundary issues, burnout...), we're also taking a proper look at the state of your whole business. Not just June 30.
You'll leave with clarity on what's working and what isn't, your EOFY systems actually set up — not just talked about — and a realistic plan for what to fix once EOFY is done.

Here is what we'll be covering in this live workshop:

1: THE EOFY REALITY CHECK

We start with a pricing calculator exercise — because most bookkeepers are undercharging, and we need to address that. Then we work through a full 9-area business assessment, viewed through the lens of EOFY. Client profitability. Admin gaps. Boundaries. Burnout. Where you're actually at — honestly.

2: GAPS & PRIORITIES

You'll sort your results into three buckets: fix before EOFY, fix after EOFY, and park it without guilt. Then choose your top 3 focus areas to work on for quick wins. We're not here to hand you a 47-point to-do list that you'll never get to. Strategic constraint is the whole point.

3: EOFY SYSTEMS IMPLEMENTATION

You'll go through the full EOFY process, download and review the full template suite, set up your file structure, build your Trello client-tracking board, and get a practical demos on Claude.ai to speed up your EOFY admin. You will leave this section with actual things set up and ready to go.

4: YOUR BUSINESS RESET

The systems you build today don't stop being useful after EOFY. We'll look at where they apply across your whole business, revisit your post-EOFY priority list, and map a simple 90-day plan for July through September. Because clarity is worth nothing if you don't do something with it.

Reserve your spot today! Let's make your 2025/2026 EOFY feel so much easier and less stressful...

Who This Workshop Is For

✅ This workshop is perfect if you:

You run your own bookkeeping practice or work as a freelance bookkeeper
EOFY still feels more chaotic than it should at this point in your career
You have an ADHD brain, and you're still winging it
You know you need better systems, but haven't actually built or implemented them yet
You want to come out of this EOFY with less burnout and recovery time needed
You do better getting it done WITH someone rather than sitting through a self-paced course on your own

❌ This workshop is NOT for you if:

You're an employed bookkeeper — this is built for practice owners and freelancers
You're already organised and just need the templates — grab EOFY Mastery instead
You're looking for a recording to watch later at 1.5x speed — this is a live event, and that's the whole point

What You Walk Away With:

✓ A complete EOFY checklist
✓ EOFY reconciliation spreadsheet template
✓ Client email templates — document requests, follow-ups and reminders (download, brand, done)
✓ Recommended file structure for EOFY client management
✓ A new Trello workflow template for tracking every client through EOFY
✓ A full 9-area business assessment with your actual results
✓ Your top 3 priorities — before and after EOFY
✓ A 90-day post-EOFY business reset plan
✓ A workshop workbook to use today and reuse every year
✓ 3.5 hours live with Kelly Berger and Rach Wilson

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 how chaotic EOFY can be without systems. 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 created the EOFY Mastery course, the templates you'll be downloading, and the process you'll be working through on the day. She knows what works because she's lived it.

BUSINESS COACH & MARKETING STRATEGIST

RACH WILSON

Rach works alongside Kelly to build the systems and strategies that make a bookkeeping practice genuinely sustainable. She'll be walking you through the Trello workflow template, showing you how to use Claude.ai to work faster, and leading the post-EOFY business planning section.

Together they ran The 2026 Business Reset workshop in January. The feedback was... let's just say the waitlist for the next one started immediately.

Frequently Asked Questions

Is there a recording of this workshop?

No. This is a live event, and deliberately so. The value is in doing it together — live, before EOFY hits. If you want content to work through in your own time, the "EOFY Mastery" course is exactly that. But if you know that the course may just sit there collecting the proverbial dust, and you want to actually build your systems with us on the day, this is the one.

What if I can't make it?

Then EOFY Mastery is probably the better fit for you right now. Genuinely. Or join us next time we run it, which will likely be in May/June 2027.

What do I need to bring?

Zero distractions, your laptop, a strong coffee/tea, honesty about where your business is actually at, and the willingness to build things on the day — not just take notes or work on the side.

What software does this cover?

Our EOFY process works across Xero, MYOB and QuickBooks. The templates are software-agnostic.

When will this workshop be run live again?

Not likely until May/June 2027 in preparation from next year's EOFY craziness.

Is there a workshop attendee limit?

30. When it's full, it's full.

Are You Going To Do EOFY 2026 Differently?

IMPORTANT NOTE: Our EOFY Mastery course sells for $330. This workshop is $297 at early bird pricing.

For less, you get the EOFY Mastery content delivered and support to implement it live by Kelly, PLUS a business reset assessment with a 90-day plan, email and Trello templates, and the AI demo to save you loads of time!

EOFY is coming whether you're ready or not. June 30 doesn't move.

The question is whether you walk into it with systems, templates and a clear head — or whether you wing it again and have the same conversation with yourself in July.

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

$100 OFF THE FULL PRICE UNTIL JUNE 10TH 2026

USE CODE: EOFYSL100

Pay In Full Now

$397

($297)

Payment Plan x3

$132

($99)

THURSDAY, JUNE 18

11am - 2:30pm

On Zoom. Limited to 30. We're keeping this workshop intimate so everyone can get support and have questions answered.

Early-bird pricing ends on 10th of June.

Payment Plan Details: 3 monthly payments that cannot be cancelled, unlike a subscription.

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