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7d •
EOFY Action Series: Day 1
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.
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8d •
The 7‑Day Post‑EOFY Action Series Starts NOW
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.
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Dec '25 •
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 😊
1d •
EOFY Action Series is now in the classroom
The EOFY Action Series is now in the classroom -which may make it easier to run through (just need to post day 5-which is where we are up to)
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1d •
EOFY Action Series Day5
DAY 5 — Price Review & Increase EOFY isn’t just about cleaning up your books — it’s the perfect moment to clean up your pricing too. Most small business owners haven’t reviewed their prices in years. Costs have gone up. Your skills have improved. Your time is worth more. 1. Review your current pricing What are you charging right now How long does each service actually take Where are you undercharging or over‑delivering 2. Identify the leaks Discounts you’ve given without thinking Jobs that always blow out Clients who get “extras” for free Services that aren’t profitable anymore 3. Decide your new FY pricing Update your price list Adjust packages or inclusions Set a clear start date (1 July is perfect) 4. Prepare your communication Draft your price‑rise message Update recurring invoices Update your website or service menu Why this matters If you don’t review your pricing every year, you fall behind — fast. EOFY gives you a clean break and a fresh start.
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