Practical tools, guides and prompt packs to help bookkeepers and sole traders work smarter — completely free. Enter your email and I'll send them straight to you.
Find out if you can take on another client — or if it's time to hire. Enter your hours, your team, and your client load. Get an instant traffic-light result. Free, web-based, no download needed.
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Free, professional resources to help you and your clients stay compliant. Enter your email to download instantly — no credit card required.
Three ready-to-use documents covering the 2026 Payday Super changes — 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.
A plain-English checklist covering everything a sole trader or small business owner needs to check before 30 June — deductions, super, invoices, receipts and more. Written by a registered BAS agent. Nothing missed.
Instant web-based calculator — see your total capacity vs client demand, get a traffic-light result, and test what happens if you take on a new client. No spreadsheet, no download. Works on your phone.
One searchable table for every common allowance — is it STP reportable, does it hit W1, is it superable, does PAYG withholding apply? Sources cited so you can verify it yourself. No email required.
Reflects 2025–26 rates. The Bookkeeper Dashboard keeps this same matrix updated to the current financial year.
No fluff, no padding. Just immediately useful resources from someone who actually does this work.
Copy-paste prompts for the most common bookkeeping tasks — client emails, BAS explanations, reconciliation summaries and more. Works with ChatGPT or Claude.
A printable checklist covering everything a sole trader needs to do before 30 June — from reconciling accounts to reviewing deductions and chasing invoices.
BAS lodgement deadlines, PAYG due dates, STP obligations and income tax return dates — all in one clean, printable reference card for Australian small businesses.
Everything a sole trader or small business owner needs to check before 30 June. Deductions, receipts, super, invoices — nothing missed. Written by a registered BAS agent.
Tax Time Checklist + EOFY Checklist — delivered to your inbox
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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 — 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 — but the free ones stand on their own.
The AI Hub has free articles, copy-paste prompt templates and quick-reference guides — all free, no email required.
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