Checklists, worksheets, and starter guides we use with our own clients. Free to download, easy to use.
The exact checklist we run for every monthly close. Use it to spot-check your own bookkeeping or hand it to your bookkeeper.
Request Download →Everything you'll need to gather to set up cleanly with any bookkeeper - not just us.
Request Download →What to gather and send your CPA so tax filing goes fast and accurate.
Request Download →A clean starting template for tracking expenses if you're not yet on QuickBooks.
Request Download →A simple 13-week cash flow worksheet to plan ahead and avoid surprises.
Request Download →Step-by-step checklist for setting up QuickBooks Online correctly the first time.
Request Download →A clean, right-sized Chart of Accounts template you can adapt to your business.
Request Download →The eight-step close cycle we run every single month for every client.
Request Download →The simplest system we've found for capturing and storing receipts without losing your mind.
Request Download →One short email a month with practical bookkeeping tips for Melbourne small business owners.