Banks Bookkeeping Services
Business Advisory Program

Six Months. Your Numbers. Your Strategy. Your Growth.

This is not bookkeeping. This is not business coaching. This is a structured, six-month advisory program for business owners who want to genuinely understand their numbers, make informed decisions, and build a business that's ready to grow.

Designed exclusively for non-clients — business owners who are not currently using Banks Bookkeeping Services for their day-to-day bookkeeping — the program takes you through six focused monthly sessions, each building on the last, with practical weekly tasks and real accountability.

Book a Discovery Call to Discuss the Program
Program Structure

Six months, six focused sessions

Each monthly session builds on the last, with practical weekly tasks and real accountability.

Month 1

Understand Your Numbers

Learn to read and interpret your own financial reports with confidence.

Month 2

Break-Even Point

Know exactly what your business needs to earn to cover costs — and what it takes to move beyond survival into growth.

Month 3

Trim the Fat

Identify and reduce unnecessary expenses without cutting what matters.

Month 4

Prepare to Grow

Build the SOPs, systems, and hiring foundations that let your business scale beyond you.

Month 5

Get More Customers

Develop a simple, practical marketing plan that brings in the right work.

Month 6

Sustainability & Wellbeing

Build a business that's sustainable for the long term — including the business owner.

Format

One 60-minute session per month (Zoom or in-person), weekly practical tasks, and ongoing accountability.

Investment

$1,500/month for six months ($9,000 inc GST total).

Who It's For

Business owners who are not existing Banks Bookkeeping clients and who are ready to invest in genuinely understanding and growing their business.