A MEMBERSHIP FOR THE FOUNDER WHO IS SERIOUS ABOUT WHAT THEY’RE BUILDING
You don't guess.
You know.
That's CONTROL.
CONTROL is a managed financial membership for early-stage founders and sole traders who are done winging their numbers. We go into your Xero file from day one, assesses what's there and tells you exactly what you're working with. Your BAS is handled every quarter by a registered tax agent.
Your questions get answered every month in a live group session and you build the financial literacy to lead your business like you mean it.
This isn't a course you buy and forget. There is real depth, real oversight and real expertise behind the scenes every single month.
6 month minimum · BAS included · Group Money Date · Intake opens monthly
Founding rate closes 30 June 2026. Each intake is capped. Next intake opens 1 June.
Have a question? DM me on Instagram @capitalstatusaccounting
Most bookkeeping courses hand you a textbook's worth of content payroll theory, complex ledgers, concepts built for someone doing this professionally. You wade through all of it just to understand your own Xero file and honestly you still don’t.
CONTROL isn't a bookkeeping course. It's built specifically for the founder who needs to understand their numbers, not become an accountant. Every module is real world, every concept is applied directly to your business, and from day one you're working with an actual file — yours.
Less theory. No wasted content. Just the things that actually move your business forward.
CONTROL leaves you with someone who actually knows your story.
Every other founder membership gives you a portal, some videos, a group chat and a monthly Zoom. You're left to implement alone and hope it works.
CONTROL is different because Jordan is in your Xero file. From the moment you join, she knows what's there what's clean, what isn't, what needs attention before your first BAS lodgement. She's the one in the room every month. She's the one reviewing the work. She's the one who tells you, at every natural milestone, whether CONTROL is serving you properly or whether something needs to change.
That's not a membership. That's quiet, structured, expert oversight at an accessible price point.
I'm not just leaving you with a course. There's real depth behind the scenes and you'll feel it from week one.
At your level, this isn’t optional anymore.
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01. You are ambitious. Seriously ambitious. Not in a vision-board way in a I-will-actually-build-this way.
You've already invested in yourself. You know what it costs to grow. You're not looking for the cheapest option — you're looking for the right one.
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02. You are building something real and you need the infrastructure to back it.
The coaching got your mindset right. The programs got your offer right. Now it's time to get your money right - so your numbers finally reflect your vision.
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03. You want to walk into any room and know exactly where your business stands.
Not guess. Not hope. Know. With the same confidence you show up with everywhere else in your business.
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04. You want a CFO in your corner. Not a course. Not a coach. A partner in your numbers.
Someone who knows your file, shows up every month, and makes sure the decisions you're making are backed by data not just conviction.
The difference is clarity.
BEFORE CONTROL
Making decisions based on what feels right
Dreading BAS season every quarter
Avoiding Xero because it stresses you out
No one watching what you don't know to ask about
Wondering if you can afford the next leap
Finances that don't reflect what you've built
INSIDE CONTROL
Making decisions with data that confirms what you feel
BAS lodged. Done. Every quarter. Without thinking about it
Understanding your Xero like the founder you are
Someone in your file who can see what you can't
Knowing exactly what your numbers say and trusting them
Finances that finally reflect the business you're building
You're not dropped into a portal.
You're onboarded into a practice.
01
You join control
Complete your payment to secure your place in the next intake. Once you're in, we'll send through a short onboarding form to collect everything we need.
02
We go into your Xero file
From day one Jordan has access to your file. We assess what's there, identify what needs attention, and give you a clear picture of where you're starting from. If there's cleanup required we'll tell you exactly what it is — you can tackle it yourself or we can scope the work separately.
03
Onboarding call
We walk you through what we found, what to focus on first, and how to get the most from your six months inside CONTROL. You enter the room oriented not lost.
04
Monthly Money Date
Live with Jordan every month. Capped at 10 founders so every member gets real airtime. Bring your numbers, your questions, the decisions you're sitting on. Leave with clarity.
05
Quarterly BAS lodgement
Prepared and lodged by a registered BAS agent. Every quarter. We review the work in your file before we lodge — so we can see whether CONTROL is working and whether anything needs attention.
06
Six month review
At the six month mark we assess where you're at. Some members stay in CONTROL. Some are ready to graduate to a Capital Status retainer. Either way you'll know exactly where you stand and what makes sense next.
Have a question? DM me on Instagram @capitalstatusaccounting
Your revenue can go from $5k one month to $30k the next.
And that difference in tax brackets?
that is what creates ato debts if no ones looking
That's a conversation that needs to happen in real time with someone who knows your file, knows your goal and can tell you what that growth actually means for what you owe.
But there's something nobody talks about alongside the money stuff.
When you start growing financially — really growing — there's this guilt that creeps in.
A pulling back. A reverting to what feels safe and familiar.
Because if the people around you aren't doing bigger things, you won't believe bigger things are possible for you. You'll shrink back to fit the environment you're in. Not because you're not capable. Because nobody is proving to you it’s possible.
CONTROL isn't just about the numbers.
It's about being in a room - every single month - with founders who are building something real. Who are making bold decisions. Who are growing in ways that prove to you, just by existing, that you can too.
The financial clarity matters but so does the company you keep while you're getting there.
Have a question? DM me on Instagram @capitalstatusaccounting
FROM HIRING A CHAIR
TO SALON OWNER
She was working in a salon she didn't love, in a culture that wasn't hers, renting a chair that felt smaller than her dream.
She had a full book. Great clients. Real talent. She knew exactly the experience she wanted to give people she just didn't have a space that was truly hers to give it in.
What she didn't know was whether she could afford to leave.
We sat down with her numbers. Not her feelings about her numbers her actual numbers. And what we found was this: she didn't just have enough to go out on her own. She had enough to sign a lease.
The first one fell through. Zoning issues. Wasted time. Real frustration. But she kept going because for the first time she knew what her business could hold. She wasn't guessing anymore.
She found the right space. She signed the lease. She built a team of four. Today she's the director of her own studio — one of the most beautiful on the Gold Coast giving her clients exactly the experience she always knew they deserved.
She didn't need more courage. She needed to see what was already there.
This wasn’t a mindset shift. It was a numbers shift
Anonymous · Gold Coast
FROM FREELANCE SOCIAL MEDIA MANAGER
TO MARKETING AGENCY
& PHOTOGRAPHY STUDIO
When Em first came to me she was talented, driven and completely alone with her numbers.
She knew how to create. She knew how to attract clients. What she didn't have was anyone in her corner on the money side or anyone who could see the full picture of what she needed to grow.
I looked at her numbers. Then I referred her to a business coach. Because I could see the financial clarity was only one piece. She needed support in every lane not just mine.
We used the Cashflow Catalyst to show her what she actually needed to be earning — to pay herself properly, cover her obligations and start building capacity beyond just herself. That number changed everything.
She hired subcontractors. Then employees. She navigated a company structure transition with someone catching every detail before it became a problem. She grew her monthly client revenue by over 600%.
Not because she needed to work harder. Because she finally had the financial infrastructure to match the vision she'd always had for herself.
She says I'm worth every cent. I think she's worth every conversation we've ever had.
Fière Collective · Newcastle
FOUR BOOKKEEPERS $150K IN THE DARK
TO A $3,000 REFUND
She'd been through four bookkeepers. Not one of them told her that the moment you become a company, you can't just pay yourself the same way you used to.
Every draw she'd taken had been sitting on the books as a director's loan. $150,000 of it.
If nobody had caught it - and most firms wouldn't have, because looking across four entities at once isn't something a standard bookkeeping service has the capacity or the relationship to do - she was looking at:
Up to $9,000 in superannuation obligations payable immediately
A Division 7A compliance issue on $150,000
A tax bill the business couldn't absorb
That's the cost of a structure change nobody explained.
We looked at every entity. Every number. Every angle available to us.
She walked away with a refund of over $3,000.
Not a bill. A refund.
This is what happens when you change your structure and nobody explains what changed.
The silence is costing founders before they even find their feet.
Kirsty · Perth
Everything you need
to understand your file and more
From setting up your business bank account correctly, to a spreadsheet that helps you organise your money, track your growth, manage your pipeline, know your breakeven and understand your sales — this isn't just a Xero course. It's the full financial foundation your business should have been built on from day one.
Work through at your own pace alongside your monthly Money Date. Each module builds on the last — so by the time your first BAS rolls around, you're not just watching someone else lodge it. You understand exactly what's in it and why.
The course is yours for the duration of your membership and beyond.
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Module One - Xero Foundations
Dashboard, settings, Chart of Accounts. The structure everything else depends on.
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Module Two - Bank Reconciliation Made Simple
Match. Create. Transfer. The habit that keeps your books accurate — and how to fix it when it goes wrong.
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Module Three - Managing Sales + Income
Invoicing, overdue follow-up, and recording every dollar that comes in regardless of how it arrives.
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Module Four - Managing Expenses + Supplier Payments
Receipts, bills, batch payments, supplier statements, and the expense categories that affect your BAS.
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Module Five - Reporting + BAS Prep
The three reports every founder should run monthly and how to verify your BAS before it's lodged.
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CEO-Level Bookkeeping Habits
The weekly rhythm, month-end checks, and EOFY process that keeps everything from falling apart.
Tax lodgements are available as an add-on.
No surprises. No hidden fees. Just transparent pricing.
CONTROL includes your quarterly BAS lodgement.
When it comes to annual tax returns, we keep it simple flat fees, quoted upfront, no bill shock at year end.
The question isn't whether you can afford CONTROL. It's what the last year of running a business without this level of support has already cost you
$150,000
Director's loan sitting undetected across four bookkeepers - until we caught it and turned a potential bill into a refund
600%
Revenue growth by a client who already knew how to sell - she just needed the financial infrastructure to back it
$3,000+
Average amount a sole trader overpays in tax annually without proper ongoing advice - not a one-off, every year
Everything that should already
be handled at your level
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Jordan goes into your file from day one. You start with a clear baseline not a guess.
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Structured entry into the membership. You know what you're working with and what to focus on first.
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Prepared and lodged by a registered BAS agent. Every quarter. Without you having to think about it.
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Live with Jordan every month. Capped at 20 so the room stays intimate. Your questions answered in real time.
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Six modules. 21 lessons. Every part of Xero from the ground up so you understand your file, not just that someone else does.
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Founders doing this work alongside you. The room that reflects where you're going not where you've been.
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Bank rec checklists, BAS prep guides, expense templates. The infrastructure behind the vision.
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A structured conversation about where you're at and what makes sense next. Honest, grounded in your actual file.
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Because the room you're in matters as much as the numbers you're learning.
CONTROL members will have exclusive access to intimate founder dinners hosted by Jordan across Brisbane, Gold Coast, Newcastle, Sydney, Melbourne and Perth. Details coming soon.
Interested in attending or hosting in your city? Register your expression of interest here.
Have a question? DM me on Instagram @capitalstatusaccounting
CONTROL is where the foundation gets built.
The retainer is where it gets handed over completely.
Some founders stay in CONTROL long term. Their books are clean, their BAS is handled, and the monthly Money Date gives them everything they need. That's a completely valid place to be.
Others reach a point where they need more. A team relying on their decisions. Volume that can't wait until the end of the month. Real operational complexity that needs someone embedded daily. That's when a Capital Status retainer makes sense.
Either way you'll know and Jordan will tell you honestly when she thinks the time is right.
Have a question? DM me on Instagram @capitalstatusaccounting
You already know your finances should reflect what you're building.
CONTROL is the structured, expert-led way to get there without the cost of a full retainer and without doing it alone.
6 month minimum · BAS included · Capped intake · Founding rate closes 30 June
Not sure if CONTROL is right for you? Start with a Xero Audit $249,
one look, one conversation, clear next steps.