It seems straightforward enough, but then the ATO comes knocking...


I'm Kelly Berger. I've spent 15+ years cleaning up bookkeeping disasters, and here's what most DIY business owners don't realise: 

 

The mistakes you're making right now are completely invisible to you until they become very, very expensive. Then it's too late.

Bookkeeping 101 For You

YOU DON'T KNOW MISTAKES ARE HAPPENING BECAUSE YOUR SOFTWARE LOOKS FINE...

Most DIY business owners don't realise they're making mistakes until it's too late and it's way more expensive. 

 

That double-GST claim? The over-claimed expenses? The integration errors duplicating sales and missing fees? These are typical rookie bookkeeper mistakes (and they're TRAINED).


Here's the brutal truth: The ATO's systems automatically flag these errors. By the time you discover them, you're looking at penalties, interest, and audit costs that make this course look free. 

Common Mistakes DIY Business Owners Make (That Trigger ATO Audits)

Every single mistake below compounds over time. 

 

One transaction recorded wrong? Annoying but fixable. 

One small GST error? Maybe $50 penalty. 

Twelve months of small GST errors? Audit trigger + penalties + interest + cleanup costs.

A year of wrong transactions? $8,000 rescue job to untangle the mess.

 

These are the exact errors I regularly see DIY business owners make, who thought they were "doing fine."

GST Errors:

  • Claiming GST on bank fees (there isn't any)
  • Claiming full GST on bills with GST-free components (do you know which ones those are?)
  • Missing GST on sales that should have it
  • Claiming GST on insurance stamp duty (big no-no)
  • Getting car rego wrong (some parts have GST, some don't)

Transaction Recording Disasters:

  • Recording the same sale twice (invoice + bank feed = double revenue + double GST you'll pay)
  • Allocating business expenses to personal drawings (missing legitimate deductions)
  • Recording loan payments as expenses (massively inflating your costs)
  • Missing loan entries entirely (ghost debt hiding on your Balance Sheet)
  • Setting up loans incorrectly (Chattel Mortgage vs Lease - they're treated differently)
  • Personal transactions mixed with business (your cash account should be $0 but isn't)

Bank Reconciliation "Close Enough":

  • Bank accounts that don't match statements (even by a cent)
  • Clearing accounts that aren't $0 (they should be)
  • Missing transactions creating phantom balances
  • Reconciliation "near enough" instead of exact (it's never near enough)

Integration Nightmares:

  • Square, Stripe, Afterpay integrations creating duplicate sales
  • Fees buried and misclassified as revenue
  • Debt hidden in revenue accounts
  • Payment processor reconciliations that don't actually reconcile

Payroll Mistakes:

  • PAYG and Super not reconciling to actual liabilities on Balance Sheet
  • Recording super payments to expenses instead of liability accounts
  • Missing payruns (usually discovered at the worst possible time)
  • Child support amounts added instead of deducted (yes, really)
  • STP finalisation incomplete or incorrect

Why This All Matters (Beyond Just "Oops")

Bookkeeping errors aren't just embarrassing. They compound, they hide, and they eventually destroy.

 

Here's what actually happens when DIY bookkeeping goes wrong:

 

✗ Business decisions based on fantasy numbers - You expand when you should conserve. You take on debt you can't service. You pay yourself when there's no profit. All because your P&L is lying to you.

✗ Director penalty notices - Unpaid super becomes YOUR personal debt. Your house. Your assets. Business debt becomes personal real fast.

✗ ATO audit hell - Once they start looking, they find EVERYTHING. Penalties compound. Interest charges that make credit cards look generous. $8,000+ just to fix the mess and prove what's correct.

 

The "I didn't know" defence doesn't work. It just makes the lesson more expensive.

 

The time to learn is NOW. Not during an audit.

Your Accountant Isn't Liable

REALITY CHECK

Your Accountant Isn't Checking Your Work!

Let's talk about something most business owners don't understand until it's too late: 

Your accountant looks at your final Profit & Loss and Balance Sheet. That's it.

 

They don't verify your transactions.
They don't check if you've applied GST correctly.
They don't audit whether your categories are right.
They don't validate your reconciliations.
They don't confirm your integrations aren't creating duplicates.

 

They take YOUR numbers, prepare a tax return, and YOU tick a box saying the figures are correct.

 

When the ATO audits and finds errors? You're liable. Not your accountant.

Director penalty notices for unpaid super? That's your house on the line.
GST over-claims and penalties? Your problem.
Interest charges on incorrect tax? Also you.
Cleanup costs to fix compounded errors? Still you.

YOUR ACCOUNTANTS JOB

Prepare your tax returns based on accurate information.

YOUR JOB

Provide the ACCURATE information. If you can't do so with confidence, you're gambling with your business, your assets, and your financial future.

HOW TO DO IT RIGHT

What's Included in Our Bookkeeping 101 Training 

This course exists because I'm tired of watching business owners lose everything over preventable errors. You don't need to become a professional bookkeeper. You just need to know enough to do your own books correctly, or recognise when it's time to hand them to someone who can. That's exactly what this course teaches.

MODULE 1:

Foundations & Fundamentals

Understand Dr and Cr (because every mistake starts here). Read your P&L and Balance Sheet well enough to know when they're lying. Learn cash vs accrual and why it matters for YOUR tax.

MODULE 2:

Software Setup Done Right

Choose the right software for your business type. Set it up CORRECTLY (not "close enough"). Chart of accounts that actually makes sense. Bank feeds that don't create duplicate chaos.

MODULE 3:

Transaction Recording

Bank reconciliation that catches errors immediately. Recording sales without doubling your GST. Recording expenses without missing deductions OR over-claiming. Credit card reconciliation that actually works.

MODULE 4:

GST Compliance

What actually has GST and what doesn't (it's trickier than you think). BAS preparation that won't flag you for review. Common GST mistakes that scream "audit me!" When to DIY your BAS vs when to get help.

MODULE 5:

Payroll & Entitlements

Understanding super, PAYG, and STP without a law degree. Recording payroll correctly so your liabilities match reality. Avoiding the mistakes that create director penalty notices.

MODULE 6:

Month End & EOFY Processes

Done monthly to catch errors before they compound. Balancing to your Balance Sheet (yes, really). EOFY prep that gets you accountant-ready. What your accountant actually needs from you.

MODULE 7:

Error Detection & Correction

The top 10 mistakes DIY bookkeepers make. How to spot errors in your own books. Simple fixes you can do yourself. RED FLAGS that scream "get professional help NOW."

MODULE 8:

Interpretting The Numbers

Are you actually making money or just moving it around? Cash flow vs profit (wildly different things). Key metrics that matter. When to hand your books to someone else (and how to choose the right person).

BONUS

Templates & Checklists

Monthly bookkeeping checklist, EOFY prep guide, simplified BAS checklist, expense categorisation guide, "Is this deductible?" quick reference, software comparison guide.

Bookkeeping 101 For You

Is This Course For You?

This Course Is For You If:

 

✓ You're doing your own books and want to do them CORRECTLY
✓ You want to avoid the mistakes that trigger ATO audits
✓ You want to make business decisions based on numbers you can trust
✓ You'd rather learn the right way now than pay $8,000+ to fix it later
✓ You eventually want to hand this off, but need to know what "done right" looks like

 

This Course Is NOT For You If:

 

✗ You think "close enough" is fine for financial records
✗ You don't actually want to learn - you just want someone else to do it (check out our Real World Bookkeeping for Staff Training instead)
✗ You enjoy the thrill of ATO audits
✗ You're okay with making business decisions based on guesswork

AFTER THIS COURSE

YOU'LL STOP GUESSING & START KNOWING HOW TO:

  • Set up your software correctly from day one (no more "fixing it later")

  • Record transactions that don't trigger audit flags (GST, expenses, sales - all correct)

  • Reconcile your bank accounts to the exact cent (not "close enough")

  • Prepare your BAS with confidence (knowing you're claiming correctly)

  • Read your financial reports and trust them (P&L, Balance Sheet, cash flow)

  • Catch your own errors before they compound (monthly checks that prevent disasters)

  • Make business decisions based on real data (not fantasy profit)

  • Know your red flags (when DIY becomes dangerous)

  • Work effectively with your accountant (giving them what they need, not paying them to fix everything)

  • Understand what "done right" looks like (so when you're ready to hand it off, you can hire the right person)

Most importantly: You'll stop risking ATO audits, director penalties, and business decisions based on wrong numbers.

Bookkeeping 101 For You

Why Trust Me?

I'm Kelly Berger. I've been in this industry for over 15 years, built a bookkeeping practice from scratch and sold it for $200K+. I've learnt what actually matters in real-world bookkeeping, and what causes businesses to fail.

 

I've cleaned up the disasters:

  • The $8,000 rescue job where a business owner had to liquidate after he discovered he was in massive loss, not profit like he thought!
  • The double-GST nightmare where bank feed errors kept a business constantly broke
  • The integration errors that duplicated sales and hid actual debt
  • The "I was just doing my best" mistakes that led to ATO audits and director penalties, and then some!

I've seen what happens when:

  • Business owners DIY without understanding the compliance landmines
  • "Close enough" bookkeeping meets an ATO audit
  • Wrong numbers drive business decisions that destroy companies
  • Director penalty notices turn business problems into personal financial disasters and ripple effect divorces...

The saddest part about all of these stories and more, is that they were avoidable!

Kelly Berger

I'm here to teach you how to do your books the right way... You & your business deserve to THRIVE! Just let me show you how...

WHAT ELSE DO YOU NEED TO KNOW?

FREQUENTLY ASKED QUESTIONS

Frequently Asked Questions

I've been doing my books for years. Do I still need this?

Can't I just learn this from YouTube?

My accountant hasn't mentioned any problems. Doesn't that mean I'm doing it right?

What if I'm already making mistakes?

I eventually want to hire someone to do this. Should I still take this course?

Is this course up to date with current ATO requirements?

Are there any terms and conditions for the payment plan option?

AVAILABLE UNTIL DECEMBER 31ST 2025

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