KNOW YOUR
SMALL BUSINESS CONSULTANT AND BOOKKEEPER
Know your numbers for financial sustainability
Know your numbers so your hard work pays off
Know your numbers to reach your business goals and have the freedom you want
WHAT I SPECIALISE IN:
CONSULTING:
- Marketing analytics and ROI. ie where are your customers hearing about you and how can you grow your business with this information
- Excel expertise – data analysis, pivot tables, formulas, and formatting
- Customer Relationship Management (CRM) systems – setup, optimisation, or clean-up (experience with various platforms)
- MailChimp – setup, optimisation, or clean-up with segments, filters and tags.
- Project/task management software – setup or refinement (Trello preferred)
- Staffing support – recruitment, screening, and management guidance
- Business coaching – practical advice, guidance, and support to help your business hit its targets
PROVIDE ANSWERS TO QUESTIONS SUCH AS:
- How do I set up a CRM to organise my customer information to grow my business or create order and consistency?
- Where do I want to be in 3- 5 years time and how do I get there financially and physically?
- What do I need to change to step away from the day-to-day and focus on the fun jobs in my business?
- What are my marketing analytics and ROI? ie where are your customers hearing about you and how can you grow your business with this information (aka marketing analytics)?
- How do I set up systems for consistency and thus reduce the mental load?
BOOKKEEPING:
- Day-to-day bookkeeping – accurate recording of income, expenses, and transactions
- Bank reconciliations – keeping accounts up to date and balanced (even if you are a year or months behind)
- Accounts payable & receivable – managing supplier invoices and customer payments
- Payroll processing – ensuring staff are paid correctly and on time
- Financial reporting – providing clear profit & loss, cashflow, and balance sheet reports
- Software setup & training using Xero
- Process improvements – streamlining systems to save time and reduce errors
PROVIDE ANSWERS TO QUESTIONS SUCH AS:
- What is my monthly/yearly break-even point? When does the magic happen?
- How do I set up cash flow projections, Profit and Loss reports and understand my balance sheet each month?
- What is my costs of goods sold (CoGS) or % profit on each product/service sold? What is working best and how can I get more of that?
- What are my fixed overheads and how can I reduce them?
- When can I make enough to hire someone to do the work I don’t like and be able to delegate like a Boss?
Book your initial two-hour consulting session today. Following the session, I will provide an invoice that includes any additional hours required.
WHY ME?
- I am a qualified bookkeeper (Certificate IV in Accounting and Bookkeeping and a Xero advisor)
- Over 14 years’ experience in running and building a multistate business with over 25 staff nationally
- Built my business up to a point that I no longer need to be working in it each day for it to run successfully
- I have a Bachelor of Applied Science and 9 years’ experience in scientific research that can be applied to running a small business – I love number crunching and being analytical
- Smart, lean, ethical and sustainable style of management
- Strong data analysis skills that can answer business health questions (with credentials in Data Insights for Business)
- I have a Mini MBA and Mental Health First Aid certificate
- I know how to solve almost any business challenge – be it about marketing, operations, financial, or team related. I am the Swiss army knife of business!
Limited availability
Make a booking
MY PRICING
Bookkeeping work $55/hour +GST. Book a free 15min discovery session: book online now.
Consulting work $65/hr+GST (min of 2 hr). Book a free 15min discovery session: book online now.
How we work together:
Online or at your workplace, depending on your needs.
SOME EXAMPLES OF WORK I HAVE DONE:
Marketing analytics for Dean Dyson Architects:
I dissected paid marketing leads, providing crucial insights into where their investments were yielding the highest returns. I allocates resources more effectively, maximizing their marketing budget while minimizing unnecessary spending
Bookkeeping for TLC Home Care Maintenance: Imported data and organised 14 months of transactions and seamlessly moved data from old invoicing system to Xero
Bookkeeping and data analytics for Bike n’ Blend: Analysis (pivot tables in excel) on booking data (reasons why customers book, don’t book, package booked and location of booking) and marketing ROI analysis (test and measure effectiveness on several marketing avenues). Bookkeeping and monthly reports (profit and loss, balance sheet and cash flow). Also breakeven point, payroll and staff management.
Consulting for BodyFit Physio: Streamlined their management platform and organised over 10 years of files and tasks that had become overwhelming. Supported us with quarterly goal-setting and marketing meetings, which brought structure and focus to our growth plans. Excel work to improve their rostering and pay templates, saving time and reducing errors
What I do / don’t do
compared to an Accountant / Just a Bookkeeper / Coach
| Service | Accountant | Bookkeeper | Coach | Leena van Raay |
|---|---|---|---|---|
| Taxes and BAS | Not usually | No | Not yet | |
| Reconcile your accounts | Not usually | No | ||
| Set up your reports so you can easily know your numbers | Maybe | Maybe | Maybe | |
| Option to give you weekly, monthly, quarterly reports | Maybe | Maybe | Maybe | |
| Set up or optimise CRM systems | Maybe | Maybe | Maybe | |
| Data analysis | Maybe | Maybe | Maybe | |
| Has first first-hand experiences on how a small business works | Maybe | Maybe | Maybe |
CONTACT
How we work together:
Consulting or bookkeeping can be delivered online or at your workplace, depending on your needs.
info@knowyourbusinessnumbers.com.au
Ph: 0407 663 580
NEWSLETTERS
Newsletters will only be sent every 1-2 months with loads of helpful information!


