MAKING YOUR WORK LIFE EASIER
Tools Library
Below are all the checklists, worksheets, guides and tools we've currently created for you. Many are included in our bigger courses, but we know not everyone needs the education; they just need the tools, so here they are!
Monthly, Quarterly and Annual Reports Guide
Most bookkeepers send the same report package every month, every quarter, every year — just with different dates. This guide fixes that. Learn exactly what to include at each timeframe, how much detail is actually useful, and how to deliver reports that get read rather than filed.
COST: $55
Payday Super Checklist and Guide
From the 1st of July 2026, the quarterly super safety net is gone — pay run equals super run. Our Payday Super Checklist and Implementation Guide walks you through exactly what's changing, what you need to do, and when. Consider this your heads-up and guide for getting it right.
COST: $33
Client Onboarding Checklist
First impressions stick — and a chaotic onboarding experience is hard to come back from. The Client Onboarding Checklist walks you through every step, from initial prep to the 30-day check-in, so nothing gets missed and your new client feels in good hands from day one.
COST: $67
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