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Practical tools, guides and prompt packs to help bookkeepers and sole traders work smarter โ€” completely free. Enter your email and I'll send them straight to you.

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Free Bookkeeper Resources

Free, professional resources to help you and your clients stay compliant. Enter your email to download instantly โ€” no credit card required.

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Payday Super Toolkit โ€” Free Resource Bundle

Three ready-to-use documents covering the 2026 Payday Super changes โ€” a practitioner guide for bookkeepers and BAS agents, a plain-language client guide, and a white-label client guide template you can brand with your own practice details.

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New โ€” Free Download

Tax Time Checklist โ€” Sole Traders & Small Business

A plain-English checklist covering everything a sole trader or small business owner needs to check before 30 June โ€” deductions, super, invoices, receipts and more. Written by a registered BAS agent. Nothing missed.

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Here's what you'll get for free

No fluff, no padding. Just immediately useful resources from someone who actually does this work.

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10 AI Prompts for Bookkeepers

Copy-paste prompts for the most common bookkeeping tasks โ€” client emails, BAS explanations, reconciliation summaries and more. Works with ChatGPT or Claude.

  • Overdue invoice follow-up
  • BAS explanation for clients
  • End-of-year document request
  • Bank rec summary email
  • 6 more ready-to-use prompts
Free Download
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EOFY Checklist for Sole Traders

A printable checklist covering everything a sole trader needs to do before 30 June โ€” from reconciling accounts to reviewing deductions and chasing invoices.

  • Bank reconciliation steps
  • Deduction documentation checklist
  • Asset register review
  • Due date reminders
Free Download
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Key Tax Dates โ€” FY2025/26

BAS lodgement deadlines, PAYG due dates, STP obligations and income tax return dates โ€” all in one clean, printable reference card for Australian small businesses.

  • All four quarterly BAS due dates
  • Monthly BAS schedule
  • PAYG instalment dates
  • Tax return deadlines
Free Download
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Tax Time Checklist

Everything a sole trader or small business owner needs to check before 30 June. Deductions, receipts, super, invoices โ€” nothing missed. Written by a registered BAS agent.

  • Income and invoice reconciliation
  • Deductions and receipts checklist
  • Super contribution check
  • Home office and vehicle claims
  • Asset write-off review
New โ€” Free Download

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Why are these free?

Because I remember being a newer bookkeeper who couldn't afford $200 courses and $500 templates. The basics shouldn't be locked behind a paywall.

The AI prompt pack, the EOFY checklist, the Tax Time Checklist and the tax dates card are things I wish I'd had earlier in my career. So I'm giving them away. No catch โ€” you'll get them straight to your inbox and you can unsubscribe any time.

If they're useful and you want more, my paid resources go much deeper โ€” but the free ones stand on their own.

โ€” Sharon Law, Registered BAS Agent

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