A simple check to know your bookkeeping in being done right

Imagine being able to relax, knowing all your bookkeeping and admin is running smoothly and being done properly
From 20+ years experience, Edward uses simple, reliable systems to keep your numbers clear and up to date.

1 page PDF. Follow 7 simple steps. Books are up to date

“Edward's expertise in manufacturing helped me to understand the process for scaling my own business. His guidance on managing product margins and pricing really supported our growth” , Dylan Bernard, Maple Moon Carob
★ ★ ★ ★ ★

Grounded experience you can trust

Your bookkeeping can feel simple

You didn’t start this business to feel overwhelmed and buried admin. You started it to create something meaningful, that supports you and your family.

When you have a clear plan for your bookkeeping:

  • You will feel more at ease running your business

  • You can spend more time nurturing your clients and team

  • You numbers will start support to your growth


    Following a simple checklist is the first step


Markus Goetz, Gut Health Guru

“Our business was making some money, however there was never any money left. Edward introduced us to the concept of ‘Profit First’ which we could implement it for our business, supported us in setting Xero, and explained how we could easily stay on top of our finances. His vast experience in setting up and managing financial systems along with running his own businesses, enabled us to have a finance system that worked”.

★ ★ ★ ★ ★


What you’ll get from this checklist

✔ 7 simple steps to keep your bookkeeping up to date each week

✔ Simple actions to track expenses and payments in your accounts system

✔ Clear processes to help you work smoothly with your bookkeeper


Theme Rains, Synthesis Organics

“Grounded Bookkeeping have helped bring structure and consistency to our finances. Payroll is always on time, supplier payments handled with care, and EOFY preparation became much smoother. Their support has also helped us refine internal systems and ease pressure on our team. It has been a steady, collaborative partnership that has given us the space to focus on growing the business.”

★ ★ ★ ★ ★


How to use it effectively

1. Set the same time each week
Choose a regular time each week so nothing builds up or gets forgotten

2. Work through the checklist
Go through each step, ensuring each transaction is reconciled clearly in the bank account

2. Follow up on missing items
Chase invoices, receipts or other details ready for when you come back to it next week

Teddi Von Sivers, Trash Byron Bay

“Working with Edward was fantastic, he simplified things and made it super clear how to move ahead , something that had been quite overwhelming for me became more enjoyable! I highly recommend Edward’s services, he’s highly professional and great to work with!”

★ ★ ★ ★ ★

Real world experience that business owners can trust

Edward has spent over 20 years working as a bookkeeper alongside small business owners, starting in London before moving to Australia in 2014. He ran a cleaning company for three years and co-founded a profitable organic chocolate business in Australia, helping build it from the ground up to being stocked in 700+ stores before selling it in 2019.

Now based in Sydney and raising a young family, Edward brings that lived experience to every client relationship. He understands the pressure of keeping work steady while making sure the numbers are right. His focus is simple: clear bookkeeping in Xero, the right supporting apps where needed, and giving business owners confidence in what their numbers are telling them.

Sam Higgins, Awaken HQ

“As a business owner, I always appreciate Edward's grasp on numbers and seeing the patterns in my business. He is patient and asks great questions to get to the heart of the issues, readily able to develop a solution that suited my needs. I strongly recommend him for entrepreneurs needing expertise and practicality”

★ ★ ★ ★ ★

Download our easy weekly bookkeping checklist