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We're finally telling you everything. 👀
For years, we kept the "secret sauce" behind Bloom Money locked inside our own firm — the exact checklists, workflows, and standards our team uses every single day to run a CPA firm that actually works. And to be clear — we're not "creators" who used to do bookkeeping and now just make content about it. We're still an active, operating CPA firm, right now, today, with real clients, real deadlines, and a real team. Everything in this course comes straight out of what we're actually doing in the business this week — not a course we built once and forgot about. Not just theory. The real stuff — built from over a decade combined of hands-on experience across finance teams in fast-moving startups all the way through to public companies, then refined and battle-tested inside our own practice, on real SME clients, every single day. We built Bookkeeping Boss Academy because we were tired of watching talented bookkeepers try to build a business with no roadmap — guessing at pricing, winging client onboarding, and learning "best practice" from a random YouTube video instead of from a firm that's actually doing the work. So we did a tell-all. Every checklist. Every onboarding doc. Every workflow we use internally at Bloom Money to keep our clients compliant, our books clean, and our business profitable — it's all in the course. You're not learning generic bookkeeping. You're learning to do it our way, to our standard — the same standard we hold our own team to, in our own firm, today. Inside BBA you'll learn how to: ✅ Set up and run a bookkeeping business (or freelance practice) properly from day one ✅ Use our exact client onboarding + workflow checklists (Australian-specific) ✅ Price your services with confidence instead of guessing ✅ Deliver work at a standard that keeps clients long-term ✅ Build systems that scale — instead of you being the bottleneck And here's the part we're most excited about: once you complete the course and prove you can work to our standard, we'll send you clients. As an active firm, we regularly get client enquiries we don't have capacity to take on — instead of turning them away, we refer them to our graduates.
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Why I built Bookkeeping Boss Academy
Running Bloom Money as an accounting and bookkeeping firm here on the Gold Coast, Olivia and I kept running into the same problem from the other side of the desk. Small business owners would come to us, we'd quote them properly for bookkeeping, and some just couldn't afford it yet — fair enough, early-stage businesses don't always have the budget. So they'd go off and try to do it themselves, or hand it to a mate, or a cheap offshore option... and 6-12 months later they'd come back with a shoebox of mess for us (or their accountant) to untangle. Wrong codes, missed BAS, reconciliations that didn't reconcile. It was costing them more in the long run, not less. At the same time, I'd get messages from people wanting to get INTO bookkeeping — wanting to know how to actually do it properly and build a business around it. I realised there was a way to solve both problems at once. So I built Bookkeeping Boss Academy to teach people how to bookkeep correctly — not just "how to use software," but how we actually do it at Bloom Money, done right from day one. And then I took it a step further: once you complete the course, you can list your profile on The Bookkeeping List — our marketplace. Why? Because when a business comes to us and genuinely can't afford our fees yet, instead of losing them to someone who'll do it wrong, I can send them to someone who's been trained my way. It's a genuine win-win — you get real clients, they get done properly, and it means less mess for everyone (including me) down the track. This community is for anyone on that journey. If you want to go deeper into the how — and get access to the marketplace once you're through it — that's what's inside the full Academy. Give me a shout if you've got questions. 👋
WELCOME!
Hi Guys! Welcome to the Bookkeeping Boss Academy! So glad you are here. Feel free to introduce yourself on this thread to build out and connect with the bookkeeping community! Any questions along the way please email [email protected] - can't wait to work with you. Jaimie
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WELCOME!
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