DAY 1 — Reconcile Your Accounts so that they are up to date- now! Bring every bank, credit card, PayPal, Stripe account to $0 unreconciled. Then look to see if the balances agree to the balance on your bank statements. If not let’s take a look and find our why not. It is crucial that these agree and, even though you have Xero, QuickBooks or other accounting software it is very easy for this to be out. Run the Bank Reconciliation in Xero. Are there outstanding receipts showing in Xero? Are there outstanding payments listed? What about QuickBooks? -have you used the ‘reconcile’ function? Look at the balance sheet-are the correct balances showing there? I will do a short video later today and post showing you exactly what to look at.

EOFY isn’t here yet — but smart bookkeepers don’t wait for 30 June to get organised. We’re starting the 7‑Day Post‑EOFY Action Series TODAY so you can hit 1 July calm, clear and already in control. Over the next 7 days, you’ll get one simple action per day to help you: - tidy up last year - prepare for the new year - avoid the July panic - stay compliant without the chaos This is your head start. This is how you make EOFY easy. Day 1 drops tomorrow. Let’s go.

👋 Welcome to the Skool Community This space is here to help you understand your bookkeeping and business numbers — without jargon or judgement. What you’ll find here - Bookkeeping basics - Numbers 101 - Cash flow awareness - Short Xero tips - Questions, discussions, and support How this works with my other training - Skool = learning, support, and confidence - Stan = full step-by-step training and paid services. Here is the link: https://stan.store/Upupandaway In Skool we cover foundations and common issues. On Stan you’ll find structured courses. Skool is the classroom and community. Stan is the training vault. Explore, ask questions, and when you’re ready to go deeper, Stan is there. Glad you’re here 😊