Your clients trust your numbers. Get paid to explain them.
A ready-to-use advisory toolkit for bookkeepers. The dashboard, client report, meeting agenda and pricing you need to run your first paid advisory meeting within 30 days.
- Bank reconciliations
- VAT and sales tax returns
- Year-end accounts
- A monthly meeting about their numbers
- Clear answers on margin and cash
- A fixed advisory fee on top
Founding members get early access and a launch price. One email a week at most, unsubscribe anytime.
Why most bookkeepers never start advisory
It's rarely the skills. You already know your clients' numbers better than they do. What's missing is the structure around it.
You don't know what to show
A trial balance means nothing to a business owner. The toolkit gives you one page they actually understand.
You don't know how to run the meeting
A fixed agenda and question list, so every conversation ends with decisions instead of small talk.
You don't know what to charge
A pricing model and proposal template, so you can put an advisory package in front of a client this month.
What's in the toolkit
Built to work with exports from Xero, QuickBooks or any other bookkeeping software. Add your logo and it's yours.
| Item | Format |
|---|---|
| Client dashboardMargins, labor efficiency, owner's pay and cash reserve over 12 months. | Excel, Google Sheets |
| Monthly client reportFive to seven slides that fill from the dashboard. | PowerPoint, Google Slides |
| Meeting agendaThe same structure every month, so clients know what to expect. | Word, Google Docs |
| Onboarding questionnaireFind out what your client wants from their business before the first meeting. | Word, Google Docs |
| Pricing modelWork out what each advisory package is worth and what to charge. | Excel, Google Sheets |
| Proposal templateSend a client your advisory offer the same day. | Word, Google Docs |
| PlaybookHow to run the first meeting and turn it into a paid package. | PDF, video |
| Your first paid advisory client | 30 days |
Four numbers every owner should know
The toolkit skips the 40-ratio report. It focuses on the few numbers that change how a small business owner makes decisions.
Gross margin
Is the work itself profitable?
Labor efficiency
Does the team earn back what it costs?
Owner's pay
Is the owner paid fairly before profit?
Cash reserve
How many months could the business keep going?
Who's behind it
I'm Sheldon. I've worked in finance since 2015 and help small business owners in the Netherlands understand their numbers. Beyond Debits brings together the dashboards and templates I've built, made ready for bookkeepers to use with their own clients.
Be first in line when the toolkit launches
Founding members get early access and a launch price.