Practical, ready-to-use resources built by a registered BAS agent. Download instantly and put them to work today.
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Professional templates and resources to run a more efficient, polished bookkeeping practice.
A comprehensive, step-by-step checklist for preparing a compliant BAS. Covers PAYG, GST, fuel tax credits and more. Quarterly use, forever.
Everything you need to onboard a new bookkeeping client professionally — welcome email, engagement letter template, info-gathering checklist and first-call guide.
Standard operating procedures for your most common monthly tasks — bank recs, payroll, reporting and client reviews. Document your process once, use it forever.
30 professional email templates for every common scenario — chasing info, sending reports, late payment reminders, end-of-year requests and more.
A spreadsheet to help you price your bookkeeping services correctly — based on your costs, target income and hours. Stop undercharging.
A thorough EOFY checklist for bookkeepers — covering all the tasks needed to close off a financial year cleanly and hand over to the accountant with confidence.
Plain-English templates and guides that help you stay on top of your finances — no accountant speak required.
A 12-month cash flow template for Excel and Google Sheets. Track income, expenses and forecast what's coming — built for sole traders and micro-businesses.
A practical guide to understanding GST, when to register, how BAS works, and what you need to track. Written for business owners, not accountants.
A simple, no-fuss spreadsheet to track income and business expenses throughout the year. Categorised for tax time and ATO-ready.
Never scramble at tax time again. This checklist walks you through exactly what to gather, organise and hand to your accountant or BAS agent.
Track who owes you what, when it's due and whether it's been paid. Includes overdue alerts and a summary dashboard — simple and effective.
The five numbers every small business owner should know and track monthly. Practical, jargon-free and immediately actionable.
Copy-paste prompts for ChatGPT, Claude and other AI tools. Written by a practitioner who uses them in real work — not generic, not theoretical.
Fifty ready-to-use prompts covering client emails, reconciliation queries, report summaries, workflow documentation and more. Works with ChatGPT and Claude.
Use AI to write quotes, plan your week, summarise financials, create social content and more. Designed for business owners with no tech background.
For bookkeepers and advisors — prompts to draft professional, warm and effective client messages for every situation. Saves hours every week.
Save more by buying a curated bundle — everything you need in one download.
Everything you need to hit the ground running — BAS checklist, client onboarding pack, SOP templates, email templates and the AI prompt pack. Save $30.
Everything a sole trader or small business needs — cash flow template, income tracker, GST guide, tax checklist and AI starter pack. Save $17.
Members get every product in the shop included — plus new releases every month, AI Hub access and a private community. It's the smartest way to shop.
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