Now That You're a BAS Agent...
What's Next?
You're registered. But are you confident about what comes next?
You've achieved your BAS Agent registration — congratulations!
But turning your qualifications into a confident, professional practice can feel overwhelming.
You don't have to navigate that journey alone.
Introducing Evolve – The Next Chapter
12-Month BAS Agent Mentoring & Development via Teams
A personalized, one-on-one mentoring program designed to help you:
Build Confidence — Trust your knowledge and professional judgement.
Strengthen Your Practice — Develop systems, workflows and compliance processes.
Manage Clients — Establish boundaries, pricing and professional relationships.
Make Informed Decisions — Navigate real-world challenges with greater confidence.
Grow Professionally — Build a sustainable practice with purpose and direction.
What You'll Receive
✓ Monthly workbooks and practical resources
✓ Bonus Content
✓ Personalized mentoring from an experienced BAS Agent with 30 years’ experience
✓ 12 private monthly mentoring sessions via Teams
Month 1
Transitioning from Registered to ResponsibleMonth 2
Practice Setup & Confidence in BAS Reviews & LodgmentMonth 3
Client Boundaries, Engagements & AuthorityMonth 4
Quality Management & File StandardsMonth 5
Risk, Errors & Professional JudgementMonth 6
Mid-Year Reflection & Practice Health CheckMonth 7
Deepening Professional JudgementMonth 8
Systems, Automation & EfficiencyMonth 9
Difficult Conversations & Ethical PracticeMonth 10
Practice Growth & SustainabilityMonth 11
Leadership, Mentoring & Giving BackMonth 12
Reflection, Readiness & The Next Chapter
Knowledge → Understanding → Confidence → Control
Discover how Evolve can support your next chapter - hit the blue button below and let’s chat!
Download your FREE CHECKLIST
You’ve earned your BAS Agent registration.
But what happens next?
Knowing how to do the work and knowing how to confidently run your own BAS Agent practice are two very different things.
You may suddenly find yourself asking:
Where do I start?
How do I set clear boundaries with clients?
Am I making the right professional judgement?
What systems and processes do I need?
I'm registered — why don't I feel ready?
This is exactly why Evolve exists.
Evolve gives you a structured place to work through the decisions, systems and professional challenges that come with running your own BAS Agent practice — while developing your own judgement and way of working.
Knowledge → Understanding → Confidence → Control
Why Work With Me?
I've spent more than 30 years working in bookkeeping, business and the BAS Agent profession.
I'm a Registered BAS Agent, Mentor and Educator, and I've experienced the realities of building and running a practice — not just the theory behind it.
I've worked with clients, managed the difficult conversations, built systems, made mistakes, refined processes and learned when to trust my professional judgement and when to seek further guidance.
That's the experience I bring to Evolve.
My role isn't simply to tell you what to do.
It's to help you understand why, think through your options, recognise risk and gradually build confidence in your own professional judgement.
I'm here to help you:
✓ Sense-check decisions
✓ Unpack uncertainty
✓ Understand the why
✓ Think critically
✓ Recognise risk
✓ Build your own judgement
You are not supervised.
You are supported to develop your independence as a Registered BAS Agent.
I've lived the journey.
Now I'm helping new BAS Agents navigate theirs.
Helping you move forward with clarity, confidence and professional judgement.
Please note:
Evolve – The Next Chapter is a post-licensing mentoring and professional development program and does not replace supervision or professional regulatory oversight.
All mentor session are conducted via Teams.
Professional services are provided in accordance with applicable professional standards and insurance requirements.
Who This Is (and Isn’t) For
Evolve is for:
newly licensed BAS Agents navigating the reality of independence and ready to grow with intention
those who want confidence, clarity, and control — not just more work
people who value ethics, boundaries, and sustainable success.
Evolve is not for:
beginners looking for technical training
anyone seeking supervision or sign-off
people wanting quick fixes or shortcuts
those unwilling to reflect, grow, and take ownership.
Evolve is for professionals who are ready to lead their business -
not be led by it.
FAQ’S
I'm newly registered and don't have many clients yet. Is Evolve too early for me?
No. This can actually be an ideal time to establish good systems, boundaries, pricing practices and professional habits before your practice becomes busy.
Is Evolve technical BAS training?
No. Evolve focuses on BAS Agent mentoring and professional development — particularly professional judgement, clients, pricing, boundaries, systems, risk and confidence.
Will you tell me what to do?
I'll share my experience, guide you and help you think through decisions, but the aim is to develop your professional judgement, not make you dependent on mine.
What if I don't know what to talk about each month?
You don't need to arrive with a list. The 12-month roadmap provides structure, and we also work with real situations happening in your practice.
What happens first?
We start with a friendly, obligation-free 15 minute conversation about where you are now, the challenges you're facing and what you'd like to achieve. Together, we'll explore whether Evolve is the right fit for your next chapter.
What is included in the 12-month mentoring program?
You'll receive 12 private one-on-one mentoring sessions, a structured monthly development roadmap, workbooks, checklists, templates and practical resources to support your professional development.
How are the mentoring sessions delivered?
We meet privately online through Microsoft Teams for one hour each month. Sessions are scheduled using Microsoft Bookings.
How much time will I need to commit each month?
Allow one hour for your private mentoring session, plus some additional time to review your workbook, reflect on the month's topic and apply practical actions within your practice.
Why do you only mentor four BAS Agents at a time?
I intentionally limit Evolve to four mentoring clients at any one time so I can provide personalised attention, preparation and meaningful one-on-one guidance throughout each client's development journey. A wait list is available.