0411 530 223
DIY Bookkeeping Australia
Gain Confidence Managing Your Own Books — With Expert Guidance and Backup When You Need It
Running your own books can seem daunting. Many Australian sole traders and small business owners start with good intentions but soon feel lost in receipts, spreadsheets, or software settings. Equal Books helps you take control.
Our DIY Bookkeeping Australia service gives you professional setup, personalised training, and ongoing check-ups so you can handle your finances accurately, stay compliant, and grow your business with confidence.
Whether you’re just starting out or tightening your budget, Equal Books bridges the gap between doing it yourself and having expert support at your fingertips.
The Challenges Business Owners Face
Problem | How Equal Books Helps |
Confused about GST rules or expense categories | We teach you exactly what’s claimable and how to record it in your software. |
Losing hours reconciling transactions | We set up automated bank feeds and smart reconciliation rules. |
Unsure if your BAS is correct | A Registered BAS Agent reviews your data before you lodge. |
Using Xero or QuickBooks but only 20% correctly | Our 1-on-1 training shows you the features that actually save time. |
Worried about ATO deadlines | Our quarterly check-ups and reminders keep you compliant year-round. |
What Our DIY Bookkeeping Packages Include
1. Software Setup & Custom Training
Every business is different. We tailor your accounting software (Xero, QuickBooks, or MYOB) to fit your structure, GST settings and reporting needs. Then we train you — live and interactive — on how to:
- Create and send professional invoices
- Reconcile transactions automatically
- Manage expenses and digital receipts via HubDoc or DEXT
- Track and pay superannuation and Single Touch Payroll (STP)
- Prepare for quarterly or monthly BAS lodgement
- Generate profit-and-loss reports
By the end, you’ll know your system inside out — and you’ll have ongoing email support if questions pop up later.
2. Quarterly and Annual “Check-Up” Packages
Even with training, it’s easy to make a small mistake that snowballs at tax time. Our affordable Check-Up Packages give you the reassurance of a professional review without giving up control.
During each check-up, we:
- Audit your transactions for accuracy and compliance
- Correct mis-coded GST or payroll entries
- Highlight areas for improvement
- Provide a clear summary report before lodgement
It’s like having a safety net — you do the day-to-day, and we make sure everything stays on track.
3. Resource Library & Ongoing Support
DIY doesn’t mean you’re on your own. When you work with Equal Books, you’ll gain access to a growing library of resources, including:
- BAS and GST checklists
- Payroll and super reminders
- Video guides for common software tasks
- Templates for cash-flow tracking and reconciliations
- Access to priority email support for troubleshooting
Many clients say this support is what turns “trying DIY” into a stress-free routine they can actually maintain.
Our Simple Process
Discovery Call
We talk about your business, software, and goals.
Software Setup
We configure Xero, QuickBooks or MYOB to suit you.
Training Session
Personalised one-on-one coaching via Zoom or in-person (Central Coast area).
Ongoing Support
Use our templates, videos and resources anytime.
Quarterly Check-Up (Optional)
An Equal Books expert audits your work and provides a compliance report.
This process creates structure and accountability — so you learn correctly, apply what you’ve learned, and keep improving every quarter.
Who DIY Bookkeeping Is Perfect For
We provide:
- Sole traders and start-ups needing to save on costs
- Small business owners who prefer to stay hands-on
- NDIS providers or tradies with straightforward transactions
- Businesses that want professional setup before outsourcing
- Owners who want to understand their numbers before scaling
Why Choose Equal Books
Registered BAS Agent Guarantee
Every session, review and check-up is overseen by a qualified BAS Agent — ensuring compliance and accuracy for GST, BAS and STP reporting.
Real Experience Since 2012
Owner Vanessa Beardsmore has worked with hundreds of Australian small businesses, from NDIS providers to construction contractors, helping them avoid ATO penalties and streamline their processes.
Time-Saving Digital Systems
We provide free access to HubDoc and DEXT so you can ditch paper receipts and automate data entry — saving hours each month.
Personal and Transparent Support
Clients value Vanessa’s communication style: clear, friendly and responsive. You’ll always know what’s happening with your books.
This process creates structure and accountability — so you learn correctly, apply what you’ve learned, and keep improving every quarter.
Proven Results and Client Trust
“Equal Books has been a life saver in helping with my studio & art therapy business. Everything was completed and explained clearly. Highly recommend.”
Kerri Weymouth
“Before I met Vanessa from Equal Books I was doing everything myself and wasting hours. Now I can focus on my work while knowing my books are right.”
Matt Edwards
These testimonials show the impact — less stress, more clarity, and more time to run your business.
What You’ll Gain from DIY Bookkeeping with Equal Books
- Confidence to manage your own finances accurately
- Clarity around cash flow and business performance
- Compliance with Australian tax regulations
- Control over when and how you do your books
- Connection to a trusted expert who can step in whenever needed
Many clients start with our DIY program and later transition to full bookkeeping services as their business grows — making Equal Books a long-term partner in their financial journey.
Frequently Asked Questions
Can you train me in Xero or QuickBooks specifically?
Yes — we specialise in both. Training is 100% tailored to the software you use and your business type.
I already do my own books but I’m not sure if they’re right.
Book a Check-Up Package. We’ll review your data, correct errors and give you an action plan to stay compliant.
Do you offer ongoing support?
Yes — through email help, quarterly check-ups and access to our resource library. You can reach out any time you get stuck.
How long does setup and training take?
Most clients are fully trained within two 90-minute sessions, but we adjust based on your pace and software experience.
What if I decide to outsource later?
No problem — we can transition you to our Bookkeeping Services seamlessly, using the same software and data you’ve already set up.
Why Our Clients Trust Our Bookkeeping Services
Experience: Operating since 2012, Equal Books has worked with businesses across NDIS, construction, and professional services industries nationwide.
Expertise: Registered BAS Agent and Xero/QuickBooks specialist trained in current ATO compliance requirements.
Authoritativeness: Five-star reviews across Google and Facebook highlight Vanessa’s reliability and accuracy.
Trustworthiness: No lock-in training contracts, clear communication, and transparent pricing build lasting client trust.
Take Control of Your Books — with Professional Support Behind You
DIY Bookkeeping doesn’t mean doing it alone. With Equal Books, you get the tools and training to run your books independently — plus the backing of a qualified BAS Agent to keep everything compliant and stress-free.
📞 Book a Free Consultation today to see how we can set you up for success, or explore our Accounting Software Setup & Training service for more details.