Accounting Coach - Bookkeeper/ Bas Agent (New South Wales)

Accounting Coach - Bookkeeper/ Bas Agent (New South Wales)

31 Jul
|
UpScale Business Coaching
|
New South Wales

31 Jul

UpScale Business Coaching

New South Wales

At
UpScale
, we're a high-performance team on a mission to transform the trade industry across Australia and New Zealand.
Thousands of trade, service, and construction business owners work hard but stay stuck — buried in admin, unclear on their numbers, and unsure how to grow profitably.
We change that.
We give business owners a
clear roadmap, coaching, and accountability
to build profitable, systemised companies that don't rely on them.
Our results speak for themselves:
1,200+ businesses coached across Australia & New Zealand
Average client growth of 207% within 12 months
The fastest-growing trade coaching company in Australia & New Zealand
At UpScale, we believe in
high standards, ownership, and helping good people win
.
If that resonates with you, you'll feel right at home.
The Role
We're looking for an
Accounting Coach
who combines strong financial expertise with the ability to guide and influence business owners.
This is a
client-facing advisory role
, not a traditional compliance accounting position. You'll work directly with trade business owners, helping them understand their numbers, improve performance, and make better decisions.
You'll manage your own portfolio of clients, delivering
1:1 financial coaching, group sessions, and strategic guidance
across profitability, cash flow, and business performance.
This role is ideal for someone who wants to move beyond spreadsheets and into
real business impact, advisory, and coaching.
Location:
Byron Bay or Gold Coast
(Onboarding:
4 weeks in Byron Bay
)
Who You Are
You have a strong foundation in
commercial, management, or business services accounting
Degree in
Accounting, Finance, or related field
CPA or CA qualification highly regarded
3–5 years experience in a relevant accounting role
Strong understanding of
P&L;, cash flow, and financial performance
Confident using
Xero or cloud-based accounting systems
(Xero certification highly regarded)
You can explain financial concepts in a
simple, practical way




Strong communication and
client relationship skills
Analytical, detail-oriented, and
solutions-focused
Interested in
business advisory, coaching, and helping business owners succeed
What You'll Do
Run
1:1 financial coaching sessions
with business owners
Facilitate
group training sessions
on financial and accounting topics
Help clients understand their
financial reports and key business metrics
Guide clients to improve
profitability, cash flow, and financial systems
Review client financials and prepare
insights before sessions
Track progress and hold clients
accountable to financial goals
Communicate financial concepts in a
clear, practical way
Work closely with the
Head Coaching team
to drive client outcomes
What Success Looks Like
Clients gaining
clarity and confidence in their numbers
Measurable improvements in
profit, cash flow, and financial control
Strong client relationships and
high retention driven by results
Clients making
better decisions backed by data
Becoming known as a coach who
simplifies complexity and drives outcomes
Requirements
Degree in
Accounting, Finance, or related field
CPA or CA qualification highly regarded
3–5 years experience in accounting, business services, or commercial roles
Strong knowledge of
financial reporting and performance metrics
Experience with
Xero or similar cloud accounting platforms
Excellent communication and client-facing skills
Strong analytical ability and attention to detail
Compensation & Perks
Competitive salary + performance-based incentives
Hybrid working environment
Work directly with
business owners and decision-makers
Develop skills in
business advisory, coaching, and strategy
Join a
supportive, high-performing team
Clear pathway for
long-term growth within UpScale
UpScale Core Values
Strength. Communication. Action.
One of Us
— A connected team becomes unstoppable
Own Your Sh*t
— We take full responsibility, no excuses
Winner Winner
— Every decision serves the client
Show Up
— Be great, not good

📌 Accounting Coach - Bookkeeper/ Bas Agent (New South Wales)
🏢 UpScale Business Coaching
📍 New South Wales

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