BOOKKEEPERS BUSINESS BOOSTER RETREAT

1st – 6th September 2024

Join us to learn the art of client attraction and workflows as well as how to create a mindful lifestyle business. 5 days in beautiful Vietnam to completely transform your business and mindset!

Mel and Kel, with years of successful business experience, invite you to join a unique 2024 international retreat. Having sold their businesses and achieved work-life balance, they are passionate about helping you expand or automate your practice. Escape your routine, focus on your business, and take vital steps towards calm, confidence, and a more enjoyable life. This intensive workgroup offers a supportive space to achieve your individual goals. Join this once-in-a-lifetime experience in 2024 – limited spots available. Let’s make your dream a reality!
Kel & Mel xx
This retreat will be:

4 x half days of training

+ 1 Day Exploring  

Your Hosts

Kelly Berger (Kel):

Kelly Berger is no stranger to small business.  She has over 10 years’ experience in bookkeeping and management accounting across different business sectors.
Kelly is the owner of 4 businesses which means she gets ‘small business’. She also founded the largest Australian Facebook Group dedicated to Bookkeeping Advisors – “Bookkeepers Support Group”. Kelly is passionate about helping others in the profession across Australia, NZ and USA develop their skills by running training sessions and group retreats.  Her vision has no bounds. Kelly is currently appointed to the Association of Accounting Technicians Member Advisory Committee (AAT part of the IPA Group) As a registered BAS Agent Kelly will work with AAT to champion the accounting technician space.

Melissa Foote (Mel):

Melissa Foote is a Non-Executive-Director of the Institute of Certified Bookkeepers and the Managing Director of her practice and educational businesses, Bloom 8 Global & Melfoote.com.au. As an accomplished entrepreneur, she built a successful accounting and bookkeeping practice as well as a Registered Training Organisation (RTO) that specialised in finance and business qualifications. After many years of building and growth, she then focused on creating a lifestyle business that ultimately could run without her. The outcome of applying these principles to both her practice and the RTO, enabled her to sell the Government-funded educational arm, whilst still retaining her practice. Melissa is also an accomplished speaker and network facilitator for ICB and her own companies. She has also expanded her practice to incorporate online courses to assist business owners and other bookkeepers and accountants to streamline their practice and/or business. Melissa is a proud advocate and avid supporter of the accounting, bookkeeping and education industries, which is clearly evidenced by her passionate dedication to her ongoing practice (since 2002), the ICB, further studies and support for her peers in industry.

Our Why!

Mel & Kel have been in the practice space for many, many years! Both have successfully sold their businesses and grown their community and practices to a point where they were able to live a healthy, balanced lifestyle that didn’t focus just on workload. Both considered how they could have a business that could run without them so they could go and have the most fun possible! Life is not all about work! We want to inspire you to have fun and recognise that life is short and there is a solution to being overwhelmed and isolated in business.

We are both so passionate about helping others to realise their dreams and their goals in either expanding or automating their practice so that you can take control and work on some personal goals as well.

We want to take you out of your usual space so you can focus on your business and take the vital next steps to get you to a place of calm, confidence and enjoying life more.

We want you to enjoy working with us and other practitioners in a supportive, guided and safe space to achieve your goals, outcomes and dreams. Each person’s goal will be quite different and we will work with each of you to focus on getting to where you want to be.

This will be an intensive but joyous workgroup where we can share our experiences whilst also working on new ways of thinking and doing things. This is a once only 2024 international retreat experience. Places are limited, will one of those be yours?

Kel & Mel xx

KEY TAKEAWAYS:

Marketing for Bookkeepers

How to deliver amazing service that goes above and beyond and allows you to stand out from the crowd.

Build lasting relationships by providing customers with value.

Mindset for bookkeepers. Staying focused and positive.

Planning the ideal lifestyle business – how to create a balanced approach to your practice

How to start thinking about an exit strategy & what you need to implement.

How to create beautiful contracts, proposals & templates to automate your practice.

Workflow management and processes to implement in your practice to increase efficiency.

Workflows to inspire, educate and engage clients.

Client, contractor and staff onboarding. Using beautiful templates and workflows to onboard in an efficient and peaceful way.

THE SCHEDULE

Day 0 – Sunday 1st September 2024

Your arrival in Ho Chi Minh the day before:

You may like to come to Vietnam earlier than the 1st of September (at your own cost) but we need you to arrive in Ho Chi Minh at least one day before (1st September) the training starts to ensure you make it to the welcome dinner and can prepare yourself for the next day.

Arrive mid-afternoon (or days before, your choice….) at Liberty Central Riverside, Ho Chi Minh City.

After arrival, join us on the Sunday night before the start of the retreat to share a beautiful meal in great company and to get to know one another before we get down to playing and working hard! This night’s on us and we’re delighted to show you the beauty of Saigon and all of it’s wonderful hospitality and culinary delights!

Note: Your accommodation costs are covered for 5 nights from Sunday the 1st of September. Check out will be Friday the 6th of September, but once again you may choose to extend your break beyond this, at your own cost.

Day 1 – Monday 2nd September 2024

8:00am – 12:00pm
Group Training Sessions: Working on Problems your Business Faces

Participate in group training sessions to work on problems your business faces so we can grow or systemise your practice beyond the retreat. On the first day we will be covering the following:

  • Marketing for Bookkeepers. Including templates & networking ideas. Examples of those that successfully market in our space.
  • Mindset for bookkeepers. We’ll cover meditation, manifestation and confidence in practice.
  • Thinking about your future – How to start thinking about an exit strategy & what you need to implement to have a succession or sale plan in place.
12:00pm – 1:00pm
Implementation and Support Session with Coaches

Time to implement and work on what we’ve just covered with support from your coaches. This is your time to either implement and work on your business or to ask questions and gain support.

1:00pm onwards
Free Time! You may explore, relax or continue working. 

This is your time! We can also suggest so many amazing places to shop, eat, drink and explore.

Day 2 – Tuesday 3rd September 2024

8:00am – 12:00pm
Group Training Sessions:How to create beautiful contracts and proposals.

How to deliver amazing service that goes above and beyond. Elements of service that will make you stand out from the crowd.

12:00pm – 1:00pm
Implementation and Support Session with Coaches

Time to implement and work on what we’ve just covered with support from your coaches. This is your time to either implement and work on your business or to ask questions and gain support.

1:00pm onwards
Free Time! You may explore, relax or continue working. 

This is your time! We can also suggest so many amazing places to shop, eat, drink and explore.

Day 3 – Wednesday 4th September 2024

8:00am – 12:00pm
Group Training Sessions: How to create efficiencies within your practice.

Workflow management and processes to implement. Includes the art of client attraction and workflows to inspire, educate and engage clients.

12:00pm – 1:00pm
Implementation and Support Session with Coaches

Time to implement and work on what we’ve just covered with support from your coaches. This is your time to either implement and work on your business or to ask questions and gain support.

1:00pm onwards
Free Time! You may explore, relax or continue working. 

This is your time! We can also suggest so many amazing places to shop, eat, drink and explore.

Day 4 – Thursday 5th September 2024

8:00am – 12:00pm
Group Training Sessions: Putting workflows into practice. 

Client, contractor and staff onboarding. Using beautiful templates and workflows to onboard in an efficient and peaceful way.

12:00pm – 1:00pm
Implementation and Support Session with Coaches

Time to implement and work on what we’ve just covered with support from your coaches. This is your time to either implement and work on your business or to ask questions and gain support.

1:00pm onwards
Free Time! You may explore, relax or continue working. 

This is your time! We can also suggest so many amazing places to shop, eat, drink and explore.

​6:30pm

Farewell dinner – It’s time to get together for one last time to celebrate all we have achieved whilst on retreat and the lovely connections made.

Day 5 – Friday 6th September 2024

​All day

Checkout – It’s time to say goodbye and cry over the fact we have to go home! Stay longer or catch that flight home. 

Activities after learning:

Spa activities

Shopping, walking tours, sight seeing and restaurants

Saigon Street Eats bike tour

Within the hotel – spa, gym, business centre and rooftop pool with bar/restaurant & view of Saigon and the Mekong River.
Night life: Bars, nightclubs, restaurants, theatre, opera and so much more.

Liberty Central Riverside

1st – 6th September 2024

Located in the heart of Central District, Liberty Central Saigon Riverside welcomes you to a place where comfort and convenience exist in perfect balance, along with spectacular views of Saigon River.

Home to 170 well-designed rooms and suites, the hotel also offers plenty of recreation facilities, such as: infinity swimming pool right next to rooftop Vertical Sky Bar or inclusive Executive Lounge with private Venus Boardroom to help our leisure and business travellers make the most out of their stay in Ho Chi Minh City.

Whether you are seeking an ideal backdrop for a romantic getaway in the city, an inspirational setting for your wedding or professional event, or a comfortable home-away-from-home for your business trip, let us have the honor to be your destination of choice.

Industry mentors & leaders

Joining Us:

Trent McClaren

Trent McClaren

Industry Leader BDM & Marketing

Allyson Pannier

Allyson Pannier

Superstar Bookkeeper

Mel Henderson

Mel Henderson

Chief Happiness Officer

The Countdown Begins!

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