Practical, ready-to-use resources built by a registered BAS agent. Download instantly and put them to work today.
Practical resources built by a registered BAS agent to help you work faster and serve clients better.
Fifty copy-paste prompts for ChatGPT and Claude covering client emails, reconciliation, reports, workflow documentation and more. Works immediately — no tech experience required.
A ready-to-use chart of accounts for Australian small businesses. Import directly into Xero, MYOB or QuickBooks. Save setup time on every new client.
Step-by-step BAS preparation checklist for Australian small businesses. Covers what to gather, how to reconcile, common errors to avoid, and what to check before lodging. Written by a registered BAS Agent.
Information to gather, questions to ask, setup tasks and first-month actions. Saves hours when taking on a new client.
Complete end-of-month procedure from bank reconciliation to reporting. Use it yourself or hand it to a team member.
12 done-for-you email templates covering onboarding, chasing documents, fee reviews, overdue invoices and offboarding.
Hourly rate and package calculator. Factor in costs, target income and non-billable time to find a rate that works.
10 detailed AI prompt frameworks for bookkeeper-client communication — report delivery, fee increases, scope changes, overdue follow-ups and onboarding emails.
Everything you need to set up a quality management system in your bookkeeping practice — core policies, procedures, and standards templates ready to customise and implement.
Extend your QMS with staff-ready documents — onboarding checklists, role expectations, training records, and performance standards built for bookkeeping teams.
Plain-English resources that help you stay on top of your finances — no accounting background required.
12-month cash flow forecast template. Enter expected income and expenses to see your cash position month by month.
Annual income and expense tracker with auto-categorisation and year-end summary. Great for simple businesses.
Track who owes you, what's been paid and what's overdue at a glance. Automated dashboard and status tracking.
Everything a sole trader needs to get their finances in order — ABN, GST, invoicing, BAS, tax deductions and EOFY. A plain-English guide built for Australian business.
A simple Excel and Google Sheets template to track your profit and loss month by month. Know exactly where your money is going — without needing an accountant.
Forty prompts to help sole traders and small business owners use AI for quotes, planning, social content, customer emails and more. No tech background needed.
15 key financial indicators every small business should track — plain-English definitions, formulas, and what each KPI tells you about your business health.
Plain-English guides to help bookkeepers and business owners understand and use AI — written by a practitioner, not a tech person.
A practical, no-jargon guide to getting started with AI in your business. Covers writing better prompts, ten things you can do right now, and what AI can and cannot do.
Every AI term explained in plain English. From LLMs and APIs to automation and RAG. A reference guide for bookkeepers and business owners who want to understand AI without the jargon.
A practical guide to the ten AI tools every Australian sole trader should know — what each does, free vs paid options, Australian pricing, and which to start with.
Download a free AI prompt starter pack — 10 prompts built specifically for bookkeepers and small business owners. No credit card required.
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