Apply for a Free Strategy Session
Takes 2 minutes. We’ll review your application and be in touch within 1 business day.
Full Name
Email Address
Tell us about your business
This helps us prepare for our conversation.
What type of business do you run?
Select your business type...
Trades (plumbing, electrical, construction, etc.)
Retail / E-commerce
Professional Services (consulting, legal, etc.)
Hospitality / Food & Beverage
Not-for-Profit / Community Club
Other
Approximate annual revenue
Select a range...
Under $100,000
$100,000 – $250,000
$250,000 – $500,000
$500,000 – $1,000,000
Over $1,000,000
What accounting software do you currently use?
Select your software...
Xero
MYOB
QuickBooks
Spreadsheets
Nothing / Shoebox
Other
Team size (optional)
Select...
Just me (sole trader)
2–5 people
6–15 people
15+ people
Tell us about your situation
Be as honest as you like — there's no judgment here.
What's the biggest challenge you're facing with your books right now?
How far behind are your BAS or tax lodgements?
Select...
Up to date
1–3 months behind
3–6 months behind
6+ months behind
I honestly don't know
Have you tried to fix this before? What happened? (optional)
Your goals & commitment
Help us understand what success looks like for you.
What does your business look like in 12 months if this is sorted?
How soon are you looking to get this sorted?
Select...
As soon as possible
Within the next 30 days
Within the next 90 days
Just researching for now
Are you open to investing in professional bookkeeping support if it's the right fit?
Select...
Yes, if it's the right fit
Depends on the cost and value
Not right now, just exploring
What happens after you submit?
1. We review your application within 1 business day
2. Karen or Chelsea will email you to confirm your strategy session
3. You'll receive a calendar link to pick a time that works for you
4. We'll prepare for your call based on your answers above
Send
🔒 Your information is private and secure
✅ No obligation to proceed
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