Start Here – How This Community Works
A quick orientation to help you find what’s relevant and get the most out of this community.
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EOFY Action Series
⭐ EOFY Action Series — Your 7‑Day Reset for a Clean New Financial Year
EOFY is coming fast, and most DIY bookkeepers hit July feeling overwhelmed, behind, or unsure what to fix first. Not you. Not this year.
The EOFY Action Series is a 7‑day, step‑by‑step mini‑program designed to help you tidy up last year’s books, get your file clean, and set yourself up for a smooth new financial year.
Each day you’ll get one simple action — clear, practical, and doable
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Small Business Sorted Podcast with Kay and Crystal
Running a small business doesn't have to feel like chaos. Small Business Sorted is the podcast for Australian small business owners who want less stress, more clarity, and a business that actually works for them.
Hosted by business growth coach Crystal Petzer and bookkeeper Kay Godfrey, each episode pairs real-world strategy with practical financial know-how. No jargon, no fluff, just straight-talking advice from two women with over 40 years of combined experience helping businesses thrive.
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(F) Xero Without the Overwhelm — Foundations
Foundational Xero education to help you understand how it works — with personalised training available when you’re ready.
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NEW !! (A) The Reports you should use
a few short videos explaining the various reports that are important to all business owners.
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(F) Bookkeeping Tips — Practical Guidance
Bookkeeping Tips
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Unlock at Level 2
(F) Numbers 101 Foundations
Unlock Financial Success with Numbers 101
Are you ready to take control of your financial future? Dive into the world of numbers with Numbers 101, a comprehensive guide that breaks down complex financial concepts into easy-to-understand terms. Whether you're a seasoned entrepreneur or just starting your financial journey, Numbers 101 will equip you with the knowledge and skills you need to make informed decisions and drive your financial success.
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(F) QuickBooks Without the Overwhelm — Foundations
Foundational education to help you understand how it works — with personalised training available when you’re ready.
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{F) Resources
Here I will be sharing a variety of useful resources
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(F) Business Support
Business Support
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Unlock at Level 2
(A) The Cash Flow Debacle — Business Reality
Cash flow Chaos-what can you do?
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(A) Assessing Risk in Your Business — Awareness
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Unlock at Level 2
(A) The 7 Deadly Cash Flow Sins Podcasts
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{C) 10 Day Xero Challenge — Guided Activity
This is to challenge your knowledge of Xero
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(C) Xero Payroll Challenge — Guided Activity
To challenge your knowledge of Xero Payroll
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(C) 10 day Quickbooks Challenge
Designed to test your knowledge of quickbooks accounting software
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(T) Deputy
Details on how to work with Deputy and Xero
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(T) DEXT — Tool Overview
Procedures for DEXT
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(T) Weel — Tool Overview
Weel Expense Management
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(HR) Christmas Gifts & Entertainment
What can you claim and what you can't (in Australia)
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(HR) Payroll / Employee Related — High-Risk Area
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