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Our 7 week course starts on the 6th September and takes you through step by step how to future proof your accounting practice through your reporting. We show you how to build templates and automation that will save you time and money in the future. Not only will this make your practice more efficient, but it will allow you to scale faster in the future.
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What's included?

1 hour video conference one on one with Neha to talk about your practice and requirements.

30 min introductory video for your team to get them engaged. 

7 x live weekly 2 hour group meetings via video. Topics of these trainings are as follows:

1. Financial Reports Ready for Company - Professionals, Trades

2. Financial Reports Ready for Trust - Professionals, Trades

3. Financial Reports Ready for Sole Trader - Professionals, Trades

4. Financial Reports Ready for Partnerships

5. Management Reporting

6. Report of Choice

7. Live Q&A session

The course starts on the 6th September and will run every Friday from 9.30-11.30am EST

You also receive 3 months of UNLIMITED email support from the team at Sum & Substance

You receive template checklists and all training videos will be available online for you to watch over again.

Pricing options

Once of fee of $2200 incl GST or 2 x monthly payments of $1200 incl GST


  • What can I expect to gain from this course?

    Our previous clients that we have helped to future proof their reporting have seen the benefit of reducing their reporting time by 50%!!

  • Can I pay in instalments?

    Yes! We have two payment options. You can either pay 1 x lump sum of $2200 incl GST or 2 x monthly payments of $1200 inc GST

  • When do I need to pay by?

    We need to receive either the full payment if you are paying by lump sum or the first payment of the payment plan to secure your seat.

  • How many people are in each training?

    We have a maximum of 10 people per course so that we can make the training as personalised as we can and answer all of your questions during the session.

  • What if I can't make it to one of the training sessions?

    You will get the most out of the training if you can put aside the 2 x hours each week for the live training. However, we will be recording all of the sessions so if you miss one you can watch the recording.