This morning was one of those rare, glorious moments where everything just… worked. I woke up early, grabbed my runners, and headed out for a long walk next to the beach. The sun was shining, the air was still, and the ocean was calm—just small rolling waves lapping at the shore. Not great for surfers, but perfect for people like me who never venture deeper than hip-level in any ocean scenario.
And then—magic. Whales. Mums and bubs cruising south, breaching and tail-slapping like they were putting on a show just for us. It was the kind of morning that makes you stop, breathe, and think, “This is exactly why I moved to the coast.”
But here’s the thing: most of us still have to pay for our lifestyle. The whales don’t have BAS deadlines. We do.
So, as I walked back, salty and smiling, I started wondering: what would a perfect workday look like? One that fits around the beach walks and whale watching. One that feels just as calm and joyful as the morning I’d just had.
Here’s what I came up with.
Start late, finish early
Let’s be honest, bookkeepers are early risers by necessity, not by nature. My perfect day would start after the walk, after the coffee, and definitely after the whales. And it would wrap up before afternoon cocktail hour hits. Because life’s too short to be stuck at my desk when the sun’s out.
Money in the bank (without the chase)
In my dream day scenario, clients have paid their invoices before I even had to think to check. No awkward reminders, no follow-ups, no “just circling back” emails. Just sweet, sweet cash flowing into the bank like clockwork.
Documents delivered (without the drama)
Imagine this: clients proactively have sent us their source documents. No chasing, no nagging, no “where’s that invoice from March?” They’ve uploaded everything neatly, and it’s all processed correctly with minimal intervention. Like magic. But actually—like automation.
Meaningful meetings (without the prep panic)
In my perfect day, I’d love to sit down with a small business owner and help them truly understand their finances. Not just the numbers, but the story behind them. And I want to do it without spending hours preparing. Just a quick glance at a dashboard, a few key insights, and boom—we’re making a difference.
What do all these perfect-day ingredients have in common? Automation. Smart systems. Practice hacks. Tools that take the grunt work off our plates so we can focus on the good stuff—like helping clients thrive or catching the tail end of a whale breach.
Other ideas that could make your workday feel like a beach day is having apps and bots doing your grunt work. Stuff like:
The vibe I’m chasing is being serious about numbers, but chill about everything else. And if you’re a fellow bookie dreaming of a more laid-back, future-focused practice, I’d love to share my vision. Let’s design your perfect workday—one that fits around your life, not the other way around.
Hit the beach. Then hit me up.
What would your perfect work day look like?
