BOOKKEEPING COURSE FOR
COACHING AND WELLNESS PROFESSIONALS
 Find Financial Ease, Grow Your Coaching or Wellness Practice
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Managing your books shouldn’t be a burden. Our courses for coaching and wellness professionals make it easy to organize your finances, track growth, and focus on serving your clients—no accounting background required.
Watch Neha’s video to see how you can bring calm and clarity to your bookkeeping, build your confidence with numbers, and support your business success.
Bookkeeping for Digital Creators, Freelancers and Creatives Using Excel and ChatGPT
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This course will help coaching and wellness professionals confidently manage their bookkeeping using Excel and ChatGPT. Learn to handle purchase orders, income, expenses, contractors, and reports with or without GST registration while using ChatGPT safely to streamline tasks and improve financial clarity.
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Bookkeeping for Digital Creators, Freelancers and Creatives Using Xero and AI
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This course will help coaching and wellness professionals manage their bookkeeping confidently in Xero. Learn to handle expenses, income, contractors, and reports with or without GST, and use AI safely to simplify your finances and focus on what matters most in your practice.
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ADD-ON COURSES FOR ALL INDUSTRIES
Payroll, Super compliance and automated team onboarding using Xero and Xonboard
$349 AUD
All you need to know about payroll in Xero.
The payroll program is specifically created to cover all aspects of payroll in Xero. We also touch on those tricky issues regards to be able to process super for subcontractors.
Duration: 5 Weeks (1.5 hr session per week)
Welcome to the course!
Module 1: Payroll Setup
Module 2: Payroll - Day to day
Module 3: Payroll Tax, and Workcover
Module 4: Next Level payroll
Module 5: STP and End of year payroll
Module 6: [BONUS] Managing Maternity Leave with Centrelink and in Xero
Module 7: SGC Statements
Module 8: Xonboard - Using automated method to onboard staff
Presentation files and Notes
TFN Declaration form
Super Choice form
Contact
Project Profitability Add-On
$349 AUD
Welcome to the course!
Module 1: Setting up your file to handle project profitability using projects and tracking categories
Module 2: Entering transactions for accurate reporting
Module 3: Creating controls and Easy set up to locate errors
Module 4: Setting up custom reports
Module 5: Using AI to understand Financial Story of your reports
BAS Working and Lodgement
$349 AUD
Welcome to the course!
Module 1: File Review
Module 2: File Reconciliation
Module 3: BAS working and lodgement using Xero
BUNDLE COURSES
INDUSTRY STARTER BUNDLE
$740
Includes Foundations course + Reporting Pro for one industry
Built for New DIY owners/managers   Â
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VALUE (INC. GST) -Â $925 AUD
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BONUSES: Â Office hours 8 weeks; templates; checklists
GUARANTEE:Â 30-Day
PRO PRACTIONER BUNDLE
$1190
Includes any Foundations + Reporting Pro + 7 Steps Flagship
Built for those wanting full system + rhythm
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VALUE (INC. GST) -Â Â $1623 AUD
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BONUSES:   1x 30‑min 1:1 with Neha; Board-pack template
GUARANTEE: 30-Day
ANNUAL ALL-ACCESS PASS
$1990
Includes all current & new courses for 12 months + templates
Built for Businesses + pros wanting everything
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VALUE (INC. GST) -Â Â $3990 AUD
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BONUSES: Quarterly planning clinic; community group
GUARANTEE: Â 60-Day
Bookkeeping Training helps business owners with seamless solutions for all your day-to-day bookkeeping needs.
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We provide targeted, industry specific bookkeeping courses for you and your team members.
Bookkeeping Training also provide custom training for your business based on your needs.
What Our Clients Are Saying
Paul Broadfoot
I am a business consultant and have been working with Sum and Substance and Neha for over 10 years. When I first started I found most of the clients I was advising had sub-standard bookkeeping and I replaced them with Sum and Substance. In every instance, they over delivered in professionalism and capability. Now that I also own my own businesses, they all use Sum and Substance. They are a rare find in the bookkeeping world. Couldn't recommend them more highly.
Frank Vecch
I have been working with Neha and her team for more than 4 years. They transitioned our accounting software from MYOB to XERO. It was a daunting task for our business but Neha and her team executed it smoothly and efficiently. Since then, they have managed our payables, payroll, and all other bookkeeping needs. Their customer service and support has been excellent from day 1! Highly recommend Sum and Substance for all your Bookkeeping needs.
Marie Kitch
We have been working with Neha and Ansh for over 4 years. They are very professional in what they do and it’s a pleasure to work with them. Payroll is always done on time even when we have questions to ask!! Thank you for always being a great support to us.
Dani Matthews
Neha and the Sum and Substance team are always a pleasure to work with and provide a very professional service including looking after our staff payroll and client invoices.
Susan Pierotti
I needed to change my online accounting software to another platform. I asked Neha at Sum and Substance about moving to Xero. She made the process so easy. She offered excellent training that was easy to understand and was available when i needed extra advice and assistance. Neha is generous with her time and exceptional with her knowledge and training. i would highly recommend Neha at Sum and Substance.
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