BOOKKEEPERS BUSINESS BOOSTER RETREAT
2nd – 6th June 2025
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 Japan to completely transform your business and mindset!
Mel and Kel, with years of successful business experience, invite you to join a unique 2025 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 2025 – limited spots available. Let’s make your dream a reality!
Kel & Mel xx
Here’s a short taster…. of the fun, adventures and work our attendees enjoy at the retreat.
This retreat will be:
4 x half days of training
+ 1 Day Exploring
Bookkeepers Business Booster Retreat
2nd - 6th June 2025- Includes:
- 5 nights (6 days) accommodation
- Daily business facilities (work days only)
- Food – Breakfast included
- Welcome dinner + farewell dinner &/or night Cruise
- Mario Karting
- Business coaching
- Networking
- Templates, checklists and workflows
- Excludes:
- Airfares and travel insurance
- Alcohol, lunch and dinners during your free time
- Spa/sightseeing activities
- Transfers
Your Hosts
Kelly Berger (Kel):
Kelly is a Management Accountant and registered BAS agent. She is a mum of 2 neurodiverse daughters.
Kelly Berger is no stranger to small business. She has over 15 years’ experience in bookkeeping and management accounting across different business sectors.
Kelly has owned 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 director of Bookkeepers Support where she offers training, mentoring, guidance and education for small business owners and Bookkeepers. She works with business owners to improve their systems and repairs their financial books. She works with Bookkeepers to enhance their careers through education and support to start their own bookkeeping practice.
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
Testimonials!
I had the pleasure of attending the MK Retreat in August 2024. What a wonderful opportunity to both get away, and the valuable ablity to spend time working on my business rather than in it, alongside other like-minded persons with two great mentors.
On offer were a variety of topics that we often don’t consider whilst working in our businesses, great tools to take away, inspirational guest speakers, bonding with fellow bookkeepers and of course the downtime immersing ourselves in the local city of HCMC.
I highly recommend Kelly & Mel’s retreat. Take the time, escape the grind, and work on your business.
Janelle, Club2Cloud
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.
Included Resources:
Student Portal – includes access to current and past videos of guest speakers, downloadable content and resources, student feedback and challenges.
Marketing resources, guides & guest speakers
Mindset documents and challenges
Exit Strategy – Documents, templates and examples from both Mel & Kel
Proposals template and how to automate your proposals with examples
Example contracts to be customised to your business. What should be included that you may not have thought about.
Client intro checklist
Client needs analysis checklist
Workflows to inspire, educate and engage clients.
Workflow Management worksheet
Tasks Lists
Time Management worksheet
Exiting client checklist and resources
Staff/Contractor onboarding processes
Practical demos and hands on getting shit done
THE SCHEDULE
Day 0 – Sunday 1st June 2025
Your arrival in Tokyo the day before:
You may like to come to Japan earlier than the 2nd of June (at your own cost) but we need you to arrive in Tokyo at least one day before (1st June) 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 the Hotel, Tokyo.
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 Tokyo and all of it’s wonderful hospitality and culinary delights!
Note: Your accommodation costs are covered for 5 nights from the 1st of June. Check out will be Friday the 6th of June, but once again you may choose to extend your break beyond this, at your own cost.
Day 1 – Monday 2nd June 2025
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 June 2025
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 June 2025
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 June 2025
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 June 2025
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:
Dinners and/or activities as adverstised
Shopping, walking tours, sight seeing and restaurants
Mario Kart’s & Dinners as advertised in the inclusions
Within the hotel – spa, gym, business centre and a pool with bar/restaurant & view of Tokyo’s Riverfront.
Night life: Bars, nightclubs, restaurants, theatre, opera and so much more.
About the Hotel
OMO3 Tokyo Asaka by Hoshino Retreat, Tokyo
2nd – 6th June 2025
Conveniently located in the Minato district of Tokyo, OMO3 Tokyo Akasaka by Hoshino Resort is set 500 metres from Akasaka Civic Centre, 700 metres from Hodo-ji Temple and 500 metres from Akasaka Station.
With free WiFi, this hotel offers a 24-hour front desk.
The property is 200 metres from the city centre and 600 metres from Sanpun-zaka Monument.
The hotel provides guests with air-conditioned rooms offering a desk, a kettle, a fridge, a safety deposit box, a flat-screen TV and a private bathroom with a bidet.
Popular points of interest near OMO3 Tokyo Akasaka by Hoshino Resort include Akasaka Biz Tower Shops & Dining, Hundertwasser Millennium Clock and Okamura Chair Museum.
Tokyo Haneda Airport is 15 km from the property.
Couples particularly like the location — they rated it 9.3 for a two-person trip.
Industry mentors & leaders
Joining Us:
Trent McClaren
Industry Leader BDM & Marketing
Allyson Pannier
Superstar Bookkeeper
Mel Henderson
Chief Happiness Officer
The Countdown Begins!
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