Boardly Bookkeeping

About Boardly

You shouldn’t need a boardroom
to get boardroom-ready numbers.

Boardly is short for “board-like”. We give owner-run businesses what a finance team gives a big company: books that are current and accurate, and people who’ll tell you plainly what they mean.

Book a discovery call

Our story

Why Boardly came to be.

To every business owner navigating growth,

If you’re like most owners we talk to, the books are getting done and the BAS goes in on time. But when you ask the questions that matter, nobody can give you a straight answer. Can we afford that next hire? Which work actually makes us money? Will cash hold next quarter? The numbers are all there. They just haven’t been turned into anything you can use.

Here’s what we usually find when we look closer. The work behind the books keeps growing: BAS, payroll, super, and rules that seem to change every year. That swallows whatever time there is, whether it’s yours after hours, an admin person learning as they go, or a bookkeeper who’s stretched thin. The apps that run the rest of the business don’t always feed Xero cleanly either. So the books slip behind, you stay the only one who really understands the numbers, and the big decisions get made on gut feel.

That’s why entering the data was never going to be enough. A growing business needs books that keep up with it, connected properly to the systems it already runs on.

Where others see a mess of backlogs, rules and systems, we see a puzzle. Catching up the books, keeping the lodgements on time and getting the numbers right again is the work we enjoy.

That’s why we started Boardly, short for “board-like”. We believe you shouldn’t need a boardroom, or the cost of an executive team, to get boardroom-ready numbers.

Everything that happens in your business eventually lands as a dollar figure. When the pieces are connected properly, your numbers tell you the true story: your real margins, how far ahead your cash will carry you, and your next best move.

We look after the health of your books, so you can look after the health of your business, and yourself.

With clarity and care,

Your team at Boardly

What we’re here for

Numbers you can trust.
Decisions you can make.

1

Our mission

We keep your numbers true and current, so you can finally see your business and make the smart decisions.

2

Our vision

A future where no business owner has to second-guess their numbers, run on gut feel, or trade their own health to keep the business healthy.

3

How we work

We’re the quiet engine behind your business. We handle the financial legwork in the background so you can focus on what matters most.

A strategic partnership

Not just a bookkeeper.
A team in your corner.

We run the finance foundations end to end and keep your BAS, payroll and super lodgements up to date, so the books are never the thing holding you back.

With Boardly Intel, your monthly numbers become an actionable roadmap. We break down the trends, highlight what’s driving your cash flow, and help you make business decisions on numbers you can trust.

What we manage for you

  • Payroll, Single Touch Payroll and super guarantee contributions
  • Accounts payable and accounts receivable management
  • BAS and IAS, fully prepared and lodged
  • Complete month-end close and reconciliations
  • Boardly Intel: cash flow, performance and strategic direction

Who you’ll work with

Real people you can call,
backed by a team that never sleeps.

Bek Rowe, Boardly

Bek

Founder · Registered BAS agent

Hi, I’m Bek Rowe, founder of Boardly Bookkeeping. Backed by an accounting degree, Registered BAS Agent credentials and advanced Xero certification, I partner with established businesses from $750k to $20m. Growth at this level brings operational complexity and demands far more than standard bookkeeping. I join your team, sort out the software that won’t talk to Xero, keep the month-end and compliance on time, and show you what’s coming so you can move your business ahead with complete peace of mind.

Mark, Boardly

Mark

Business Systems & Advisory

Hi, I’m Mark Reid, founder of Boardly Systems. I’ve spent 30 years in corporate finance and advisory, working alongside business owners, and one thing stands out: most owners make the big decisions on their own. No board, no CFO. Often just instinct. Bek makes sure your numbers are current and accurate. My part is the systems and advisory tools that give you a seasoned executive perspective on those numbers.

The Boardly AI team

Our AI team are specialists who prepare the routine work behind the scenes: coding, bill matching, pay run drafts and error checks. Every step is recorded and checked and our registered BAS agent reviews and signs off before a single lodgement is submitted.

Prudence, an illustrated AI team member

Prudence

AI Team Manager

Imogen, an illustrated AI team member

Imogen

Senior Bookkeeper

Tobias, an illustrated AI team member

Tobias

Transactional Bookkeeper

Eleanor, an illustrated AI team member

Eleanor

BAS Compliance Specialist

Marlowe, an illustrated AI team member

Marlowe

Client Onboarding and Success

Cass, an illustrated AI team member

Cass

Client Technology Specialist

Sterling, an illustrated AI team member

Sterling

Boardly Intel Reporting

So more of our time is focused on you.

About Boardly

The short version.

Sunshine Coast based

Partnering with growing businesses Australia-wide.

Registered BAS agent

Rebecca Rowe is registered with the Tax Practitioners Board as a BAS agent, number 26371011.

Exclusively Xero

We work only in Xero, including setup and data migration.

Fixed monthly investment

Tailored plans from $1,200 a month ex GST.

See pricing →

FAQ

Questions about Boardly

What services does Boardly offer?

Our services cover the full finance function: weekly bookkeeping and reconciliation, BAS compliance, payroll, accounts payable and receivable management, weekly cash flow tracking, variance analysis, budgeting and forecasting, and decision-ready reporting. We also handle system migrations onto Xero.

What size businesses do you work with?

We work with Australian businesses with revenue between $750k and $20m and teams up to 20 staff. We’re for businesses that know they need a finance function, not just someone catching up on the transactions once a month, and that don’t need a full-time hire working 38+ hours a week. Boardly gives you a specialist finance team at a fraction of the cost of an internal one.

Fit matters more to us than industry. We know the financial traps of allied health, manufacturing and construction especially well, and we work with owner-led businesses in other industries too.

Why does Boardly only use Xero?

We work only in Xero because it is built for small business bookkeeping and runs in the cloud, so you and we work in the same file from anywhere. It connects to the payroll, inventory and sales apps most businesses use, and we check how each one maps into Xero, because a badly mapped app is where most errors in the books start.

By focusing only on Xero, we give every client highly specialised, consistent and reliable support.

How do you price your services?

We offer transparent, fixed pricing based on your business’s complexity and needs. Plans start from $1,200 a month, ex GST, and scale up as complexity grows.

Do you use AI to deliver the work?

Yes. Boardly AI is a dedicated team of AI specialists that prepares coding, bill matching, pay run drafts, error detection and financial analysis.

Boardly AI never runs on its own or moves money. Every step is recorded and checked under our quality management system, our registered BAS agent reviews and signs off before a single lodgement is submitted, and payments are always authorised by you.

How does Boardly keep my data secure and compliant?

Your books stay in your own Xero file, and we work in it at the access level you give us. To do the work, we and the software and AI tools we use hold some of your information on secure cloud services in Australia or overseas, as your Engagement Letter sets out. Our Xero, email and document storage accounts are protected by multi-factor sign-in.

We strictly follow Australian privacy laws and regulations. Rebecca Rowe, our registered BAS agent, is bound by the Code of Professional Conduct in the Tax Agent Services Act 2009.

Rebecca Rowe, our registered BAS agent, prepares your GST and PAYG withholding reporting with you and lodges each statement once you have reviewed and approved it. Management reporting and planning sit alongside that work.

How quickly can you get a new client up and running?

Our structured discovery call and onboarding process usually has new clients up and running in about three weeks, depending on complexity.

Week one is the discovery call and setting up access so we can start the assessment. Week two includes a call to take you through the results and our recommendations. Week three covers the admin to get you set up and onboarded.

Are you a registered BAS agent?

Yes. Rebecca Rowe is registered with the Tax Practitioners Board (TPB) as a BAS agent, registration number 26371011.

Where is Boardly located?

We’re based on the Sunshine Coast. As a 100% remote business, we can help clients anywhere in Australia.

Is the bookkeeping done digitally?

Yes. We’re 100% digital and don’t use paper records unless the law requires them.

Find out where your books really stand.

Book a discovery call. It’s the first step of our free Decision-Ready Assessment, and you’ll come away with a straight answer on your numbers.

Book a discovery call