User
Write something
Pinned
About DIY Bookkeeping Support
👋 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 😊
0
0
2026: A New Chapter
✨ A New Chapter (and a Clearer Focus) ✨ After a lot of thought, I’ve made the decision to cancel my BAS Agent licence. This isn’t about stepping away — it’s about leaning into the work I love most. Going forward, my focus is firmly on training, education and support for business owners and DIY bookkeepers who want to better understand their numbers, their systems, and their confidence around finance. I’ve seen firsthand how powerful it is when people truly get what’s going on behind the scenes in their business — not just handing it off, but understanding it well enough to make better decisions. So this next chapter is about:✔ practical, plain-English training✔ building capability (not dependence)✔ supporting people to use tools like Xero and QuickBooks properly✔ and helping business owners feel more in control of their finances I’m excited about what this creates space for — and grateful to continue supporting businesses in a way that aligns strongly with how I work best. Onward. 🚀
0
0
New classroom: the Cash Flow Debacle
Hi- if you have nothing to do over Christmas go through this. Cash Flow and what problems it can cause and how to calmly fix any issues. Let me know what you think or if you still have questions.
0
0
Is it too early to open the champagne?
Is it too early to open the champagne? Hi there, Well — we’ve reached the “Is it too early to open the champagne?” end of the year. Before we all slide into holiday mode, I wanted to send you a quick note to say thank you — for being part of my world this year. Whether we worked closely together, crossed paths occasionally, swapped ideas, shared a laugh, or wrestled with bookkeeping mysteries side-by-side… I’ve appreciated you. 2025 has been full of learning, growth, big conversations, new opportunities, and a few “I might just throw this laptop in the ocean” moments. The good news? We survived them and improved because of them. However you’re celebrating — beach, BBQs, baubles, seafood, silence, or full family mayhem — I hope it brings joy and rest. Until then — Merry Christmas, happy holidays, and thank you for being part of the journey. Here's to a bright, calm, profitable year ahead. See you in 2026. Warm wishes, Kay Godfrey Up Up and Away, Bookkeeping Software Consulting
0
0
Xero's new auto reconcile feature-good or bad?
💡 What We Know So Far About Xero’s New Auto-Reconcile (JAX) Xero’s new automatic bank reconciliation — powered by JAX — is now rolling out, and here’s what’s clear from their latest updates: ✔️ You have to turn automation on for each bank accountIt’s not automatic by default. You choose which accounts JAX is allowed to help with. ✔️ JAX will auto-reconcile transactions only when it has “high confidence”This means it won’t guess. It only matches when the system is sure. ✔️ You still have full visibility and controlYou can review, adjust, override, or switch off automation at any time. ✔️ A new “Reconciled” view will show what JAX has processedSo you can easily see what’s been automatically matched behind the scenes. 🔍 Bottom line Xero/JAX can auto-reconcile future transactions — but only if:1️⃣ You’ve turned it on for that bank account, and2️⃣ JAX is confident the match is correct. It’s smart, it’s helpful… but it still needs your oversight.
0
0
1-30 of 41
powered by
DIY Bookkeeping Support
skool.com/diy-bookkeeping-for-businesses-7060
📌 Are you a DIY bookkeeper but unsure if you’re doing it right?
📌 Do you want to take control of your books but don’t know where to start?
Build your own community
Bring people together around your passion and get paid.
Powered by