Boardly Bookkeeping

Start running your business on
numbers you can trust.

You didn't start your business to do the books.
We started ours to do exactly that.

  • Bookkeeping for owner-led businesses
  • Books current to every month-end, within 7 business days
  • One fixed monthly fee, never billed by the hour

Boardly: How We Work

Video: Mark and Bek introducing Boardly (60 to 90 seconds)

Sound familiar?

The books are getting done.
They're just never ready when you need them.

“My books are always behind.”
“I can't get a straight answer on whether I can afford to hire, take the job, or even pay myself.”
“I'm flying blind on cash flow.”
“I'm exposed on compliance I don't fully understand.”

It isn't you. BAS, payroll and super rules keep growing and eat whatever time there is, so the books slip. Books that are behind can't tell you anything, so you stay the only one who understands the numbers, stuck working in the business instead of on it.

Our promise

Every month, your books are
Decision-Ready.

We bring your books up to date to each month-end within 7 business days, and every month you see in writing whether we did.

Each week

We code and reconcile the week's transactions, then send you one list of anything we need from you, like a missing receipt.

Each month

We close the month and send you a short note: the date your books are current to, anything still open, and our on-time record with you.

Each quarter

We prepare your BAS in time for you to approve it before it's due. Bek, our registered BAS agent, lodges it once you've signed off.

Plans and pricing

You don't buy a bigger plan.
Your business grows into one.

One fixed monthly fee, no hourly billing. Every plan keeps your books Decision-Ready. The difference is how much help you need to see what's coming.

Wattle

“I'm still doing my own books.”

From

$1,200

a month, ex GST

Decision-Ready Books, plus:

  • Your monthly Boardly Report
  • Decide whether you can pay yourself this month, and whether to take the job
  • You stop doing the books

Banksia

“I've got a team, and my cash swings.”

From

$1,800

a month, ex GST

Everything in Wattle, plus:

  • Boardly Cashflow Insights
  • Boardly Performance Insights
  • Decide whether you can afford the next hire, and when to make the big spend
  • You stop worrying whether the cash will be there

Ironbark

“I want to grow and need to know where.”

From

$2,880

a month, ex GST

Everything in Banksia, plus:

  • Boardly Business Insights
  • Decide which part of the business to grow, and what the business is worth
  • You stop guessing
Book a discovery call Compare the plans →

Your exact fee is quoted after the Decision-Ready Assessment, based on your business. Prices exclude third-party software.

How it works

You see the whole path
before you commit to anything.

Four steps, from a first conversation to books you can trust, and a plan that grows with you.

1

Decision-Ready Assessment

It starts with a discovery call. We look at your books, cash flow and compliance, and give you a straight answer on where you stand, with our recommendation and a quote.

$440, credited to Groundwork

2

Groundwork

We clear the backlog and fix what the Assessment found. Fixed scope, fixed price and a finish line: the day your books are trustworthy for the first time.

Fixed scope · fixed price

3

Your plan

We keep your books true and current month after month, at the level your business needs, so you can get back to running it.

One fixed monthly fee

4

Re-assessment

As you grow, we check the plan still fits, and move you up when your business is ready, not before.

As your business grows

See how it works
Photo: Mark and Bek together, relaxed and smiling, ideally somewhere recognisably Sunshine Coast.

Who you'll work with

Mark and Bek, from the Sunshine Coast

We're based on the Sunshine Coast and work with owners right across Australia. You hand us the backlog, the mess and the part you dread. We treat it as the part we love, and hand you back clear financials you can use to make decisions.

Bek is a registered BAS agent, so your BAS is prepared and lodged by someone registered with the Tax Practitioners Board. Working alongside us is the Boardly AI team, and you'll meet them all on our About page.

Meet the team

Find out where your books really stand.

Book a discovery call. It's the first step of our Decision-Ready Assessment, and you'll come away with a straight answer on your numbers and what it would take to make them decision-ready. The booking page sets out the fee and what's included.

Book a discovery call or call 0494 760 891