Courses


My courses and resources are specifically for small and solo accounting practice owners.


All courses are online and self paced – don’t forget to count them as CPD hours and join in the monthly Q&A hour with me across in The Balanced Firm Community.

Let's Get Started

Ready to get started?

QUALITY CONTROL
MANUAL WORKSHOP

 

$397

LEARN MORE
TAX PLANNING FOR YOUR SME CLIENTS
 

$1497

LEARN MORE
BETTER PRACTICE BETTER LIFE PROGRAM

 

$2497

LEARN MORE

Tracey Orr

Just wanted to say thank you so much for my tax bundle, especially with my logo already placed. Love your workpapers, they are clear, concise and to the point whilst also looking attractive and professional. Am going to definitely put them all to good use. Thank you for supporting our businesses.

Janette Ball

I just want to thank you for your Tax Planning package. I had a meeting with a client this afternoon and he advised me that he has had tax planning completed by his previous firm and found mine (your templates) to be clearer and more comprehensive. He also asked to prepay next years fees!

Ready to get started?

If you are tired of going around in circles and constantly taking on extra work with nothing to show for it, book a strategy call with me today. 

We’ll discuss some of the easy steps you can take to crack the code of business/life balance. 

BOOK A 1:1 STRATEGY CALL