Officiency

The Bookkeeping Success Membership

Your personal trainer for business finances – stay on track, build confidence, and achieve success!

The bookkeeping success membership logo (1)

Get the Support You Need to
Master Your Bookkeeping

Bookkeeping doesn’t have to be overwhelming — you just need the right coach!

Managing your business’ finances can feel like a never-ending struggle—confusing numbers, overwhelming tasks, and the constant worry of making mistakes. But just like a personal trainer helps you stay accountable and build strength, this membership gives you the expert guidance, structure, and support to simplify your bookkeeping and grow your business with confidence.

With a proven track record of helping business owners take control of their books, I will be with you every step of the way—breaking down the complex, keeping you motivated, and giving you the tools to build a financially strong and successful business.

✨ You don’t have to figure it all out alone — let’s do this together!

What’s Included in
Your Membership

Everything You Need to Take Control of Your Finances & Grow Your Business

✨ Fortnightly Online Sessions Include: Interactive workshops with Q & A
Stay updated with bookkeeping best practices and learn practical strategies to manage your business’ finances effectively.

Get answers to your most pressing bookkeeping and financial questions in a relaxed, supportive space.

✨ On-Demand Learning Library 
Missed a learning session? No problem! Enjoy unlimited access to past training sessions anytime you need them.

✨ One Personal Coaching Session (30-Minutes)  
Receive personal coaching tailored to your business, helping you feel confident and in control of your finances.

bookkeeping success membership photo, officiency

Why This Membership works

Think of this as personal training for your bookkeeping

When you go to the gym, a personal trainer guides you, keeps you accountable, and helps you build strong habits. Without one, it’s easy to lose motivation, make mistakes, or feel lost.

The Bookkeeping Success Membership does the same for your business finances!

Without Support:

X  Overwhelmed and unsure where to start
X  Second-guessing yourself and worrying about making mistakes
X  Spending hours figuring things out alone
X  No one to ask for help when needed

With the Membership:

Confidence in managing your books
Live learning to build confidence
Feel supported and reassured every step of the way
Fortnightly Q&A in a supportive space

Bookkeeping personal trainer, officiency

You don’t have to struggle through bookkeeping alone—I will be your coach,
keeping you on track and giving you the tools to succeed!

What Business Owners Are Saying
About My Coaching

I have had the pleasure of attending in-person and online workshops by Hana, and I can't speak highly enough of her expertise and genuine care for her clients. Her insights have been invaluable, providing clear, practical advice that has significantly helped me in managing my finances better. Hana is not just a numbers person; she truly cares about people. She has gone out of her way to provide me with tailored advice and has referred potential clients to me, showing her dedication to supporting others. Her passion for helping people succeed is evident in everything she does. I highly recommend Hana for anyone seeking a knowledgeable and compassionate bookkeeper.
Victoria Maxwell-Davis
Victoria Maxwell-Davis, VIC
I had a fantastic session with Hana helping me build stronger, smarter bookkeeping foundations. After our time together I felt really relieved; my books had been causing me a lot of anxiety. I was left with a lot more confidence in not only the day-to-day management of my accounts, but also how to use Xero software to look at the overall health of my business.



Monique Cormack
Monique Cormack Nutrition, NSW
Hana is a wonderful teacher for small business owners for anything related to bookkeeping and business strategy. I had a 90 min coaching session where she guided me on how to maximise my use of Xero and which reports I needed to look at in order to plan for my business. Many people are in business and a little embarrassed to admit that they may lack financial literacy. Hana made me feel so comfortable. No question was a bad question and she was so patient with me
Jag Bb
Insightful Leadership, VIC

Your Investment in Bookkeeping Success


 Monthly    Plan:  $44.90 per month

 Bi-Annual Plan:  $44.90   $34.90 per month ($209.40 billed every 6 months)  – Save & Get Bonus Coaching!

Total membership value of $2,750 for a fraction of the cost  

 

Value Breakdown:

 Fortnightly Online Sessions Include: Interactive workshops with Q & A   – Value $2,640
No more second-guessing or feeling lost in your numbers—these sessions provide the guidance, structure, and support to help you build a financially strong and sustainable business.

✨ On-Demand Learning Library 
Life gets busy, and we know that attending every live session isn’t always possible. That’s why, as a member, you’ll have access to all recorded learning sessions.

✨ One Personal Coaching Session (30-Minutes) – Value  $110
These sessions are your chance to get customised advice, practical solutions, and expert insights—so you can take control of your business finances with confidence. 

TOTAL VALUE   RECEIVED                                                                                     $2,750   

                                                                                   

Plus Bonus for Bi-Annual Members: 1 x 60 Minutes Coaching Session (valued at $220)

✨This is a tax deductible expense for your business (we will cover this topic in the ‘prepare your books for EOFY’ learning session.

bookkeeping training, Officiency

Meet Your Coach Hana Shapira

Hi, I’m Hana, a bookkeeping coach and BAS agent, and founder of Officiency, passionate about helping business owners take control of their finances with clarity and confidence.

With a background in software engineering and bookkeeping, I specialise in breaking down complex financial processes, making them easy to understand and apply.

With years of experience, I have helped many business owners simplify their bookkeeping, avoid costly mistakes, and build financially strong businesses. I understand the challenges of managing finances while running a business, and my goal is to make bookkeeping simpler and stress-free for you. 

I created The Bookkeeping Success Membership because I understand how overwhelming bookkeeping can feel—but with the right guidance, it doesn’t have to be that way. 
The Bookkeeping Success Membership will give you the guidance, structure, and support you need to simplify bookkeeping, stay organised, and focus on growing your business. Because when you understand your numbers, you can make smarter decisions and build a stronger, more profitable business.

I will be with you every step of the way, helping you build strong bookkeeping habits that set you up for long-term success.

FAQ Your Questions Answered

Who is this membership for?

This membership is for business owners who want to take control of their business’s finances—whether you do your own bookkeeping or simply want to better understand and analyse your business numbers. If you’re looking for expert guidance, practical strategies, and a supportive community to help you stay on track, this membership is for you!

Does this membership suit me if I’m in the early stages of my business?

Yes! In fact, joining early can help you set strong financial routines, develop good bookkeeping habits, and gain clarity on your numbers from the start—saving you time, stress, and costly mistakes down the track.

What if I miss a live session?

No worries! The Learning Sessions are recorded and available for replay in the On-Demand Learning Library (For the life of your membership).

What topic will be covered in the online learning workshops?

Some of the topics that will be covered are: Prepare your books for EOFY, Common deductible business expenses, stress free bookkeeping practices, financial reports to improve profitability and much more

How do the one-on-one coaching sessions work?

Each member receives a 30-minute personalised session (with an extra 2 x 60-minute sessions for annual members). You can use this time to ask specific bookkeeping questions, get hands-on guidance, and receive tailored advice.

Can I cancel anytime?

Yes! The monthly plan is no lock-in contract, and you can cancel anytime. The annual plan is billed upfront but offers significant savings of $120 annually and two bonus coaching sessions valued at $440!

When does the membership starts?

The memberships will start May / June 2025 – Register your interest and be the first to know.

How do I join?

Simply click the button below, choose your plan, and start your journey toward stress-free bookkeeping!

What Business Owners Are Saying
About My Coaching

I am incredibly grateful for the outstanding support and guidance provided by Hana in setting up and understanding QuickBooks for my business. From the very beginning, she listened attentively to my needs and tailored her approach to ensure I grasped every aspect of the software. Thanks to Hana’s patient and thorough instruction, I now feel confident in managing my finances independently using QuickBooks. Her step-by-step guidance was invaluable, making what seemed like a daunting task feel manageable and straightforward. I highly recommend Hana to anyone seeking an accountant who not only has exceptional expertise but also a genuine dedication to helping their clients succeed.
Lexy Miry Itskovich
Holistic Counsellor and Physiotherapist, WA