MAKING YOUR WORK LIFE EASIER
Tools Library
Below are all the checklists, templates, 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!
The GST Bundle
The Complete GST Toolkit:
13 Individual Tools Bundled Together!
GST looks simple until it isn't and it stops being simple exactly where the money is. Property settlements, business sales, motor vehicles, cross-border trade, second-hand goods, mixed invoices, bad debts, and the errors that slip through anyway: this bundle is nine working checklists built for the moments your gut says "I think this is fine" and your gut is not a qualified source.
Inside, you'll find the calculations laid out so you're not reverse-engineering them at 11pm before a BAS is due, the worked examples that show exactly where bookkeepers get tripped up, and the quick decision guides that turn "I'll flag this and get back to you" into "here's the answer, and here's why."
What's tools are included in this bundle:
- GST and the Margin Scheme — because property mistakes cost tens of thousands, not tens of dollars
- GST and Going Concerns — five conditions, all mandatory, no partial credit
- GST Error Correction — fix it on the next BAS without the phone call to the ATO
- GST and Bad Debts — the adjustment nobody remembers until it's overdue
- GST and Imports & Exports — the 60-day clock that waits for no one
- GST and Mixed Supplies — for every invoice that refuses to pick a lane
- Notional GST & Second-Hand Goods — the credit hiding in plain sight
- GST and Motor Vehicles — car limits, LCT traps, and the payload rating that changes everything
- GST and Food — the area everyone "already knows," until the catering invoice proves otherwise
- Cancelling GST Registration — the Division 138 adjustment that gets skipped under time pressure, every time
- ATO Interest Non-Deductibility — the quiet 2025 change that just made every ATO payment plan more expensive than clients think
- Payday Super — Qualifying Earnings, the new annual cap, and a Super Guarantee Charge that now runs on a 7-day clock, not a quarter
- AML/CTF Tranche 2 — Urgent — not reading material, it's homework with a deadline
One bundle, 13 specialist areas, zero guessing. Get it next to you before the client's invoice lands on your desk — not after.
13 TOOLS VALUED @ $350
THE GST TOOL BUNDLE
$260
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
Bookkeepers Skills Test
Think you know your stuff? Put it to the test. This 41-question skills assessment covers everything from GST and BAS to clearing accounts, payroll, and director loans, the exact knowledge that separates a confident bookkeeper from one who's just winging it. Multiple choice, true or false, scenarios, and answers included, so you'll know straight away where you stand.
COST: $60
90 Day Success Roadmap
Cert IV in hand, but feeling like you've got zero idea what to do when a real client throws a real curveball? The First 90 Days Success Checklist is your week-by-week roadmap from "overwhelmed graduate" to "the bookkeeper others come to for the hard stuff." Built around the CALM Method, it walks you through foundation building, confidence growth, and positioning yourself for premium opportunities, one manageable week at a time.
COST: $50
Client Authorisation Checklist
Engagement letters, ATO nominations, software access, bank feeds, getting a new client properly set up means juggling a dozen approvals at once, and missing one is how things fall through the cracks. The Client Authorisation Checklist walks you through every agreement, access point, and sign-off across five clear phases, so nothing gets skipped and nothing comes back to bite you later.
COST: $30
BAS Checklist
Wages with GST on them is the kind of mistake that quietly sits there until the ATO notices and by then it's a much bigger headache. This comprehensive BAS Checklist walks through every reconciliation point that actually matters: GST allocation, sales versus purchases, payroll matching, fuel tax credits, and client sign-off, plus a troubleshooting guide for when the numbers just won't add up. Lodge with confidence, not crossed fingers.
COST: $40
Bookkeeping Tasks Checklist
Twelve categories, dozens of tasks, zero chance of forgetting that loan account reconciliation again. This Bookkeeping Tasks List covers the full scope of the role from daily data entry and BAS lodgement to client communication and CPD so you can confirm you're covering everything an awesome bookkeeper should, instead of just hoping you remembered it all.
COST: $20
Client Manual: Working with a BAS Agent
"How do I send you my receipts?" "Is this ATO letter a scam?" "What's actually included in my package?" If you've answered these a hundred times, this client manual template answers them for you. It covers communication, document handling, fees, key dates, and what to do if an ATO notice (or a very convincing scammer) lands in their inbox, so your clients know exactly how things work, and you get fewer 9pm "urgent" texts.
COST: $50
Consultation Conversion Checklist
Not every "yes please" deserves a yes back. The Consultation Conversion Checklist helps you prep, track what's covered, and run an honest fit check before committing, plus scripted responses to the objections you'll hear on repeat, and a 24-hour follow-up plan so leads don't go cold.
COST: $30
First 5 Client Action Plan
Getting your first five clients feels equal parts exciting and terrifying (where do you even start?). This 6-week action plan takes the guesswork out of it, giving you a week-by-week checklist of exactly what to do, from nailing your pitch to building referral relationships to converting those "I'll think about it" conversations into signed clients. Stop waiting for clients to find you and start working a plan that actually moves the needle.
COST: $60
Ideal Client Profile Worksheet
Not all clients are created equal and marketing to "everyone" is just a fancy way of reaching no one (been there). This worksheet walks you through defining exactly who your ideal client is, what keeps them up at night, where to find them, and just as importantly, who to avoid before they drain your energy. Fill it in once and you'll have a clear internal compass that makes every marketing decision a whole lot easier.
COST: $45
Business Registration Checklist
Starting a bookkeeping business involves more than finding clients. There's a trail of registrations, insurances, and renewals that can trip you up if you miss one (a lapsed BAS Agent registration isn't just awkward, it's illegal). This checklist walks you through every phase in the right order, with a renewals tracker, so nothing quietly expires on you.
COST: $25
Tech Stack Decision Checklist
Too many bookkeepers fall down a rabbit hole of shiny new tools before they've even landed their first client (guilty?). This decision matrix cuts through the noise by showing you exactly what's essential, what's recommended, and what can wait with costs included so there are no surprises. Start with what you actually need, add as you grow, and tick off the start-up checklist so your tech is set up properly from day one.
COST: $25
Cybersecurity Checklist for
Bookkeeping Practice
As a bookkeeper you hold sensitive financial data for multiple businesses which makes you a very attractive target (not the fun kind). This quarterly checklist walks you through every layer of protection, from passwords and devices to email security and client data privacy, so you can spot the gaps before someone else does. Tick it off, set a reminder, and sleep a little better knowing your practice and your clients are covered.
COST: $30
Payday Super - Now Live Checklist
Payday Super is live, and if you're still running on pre-July muscle memory, your clients' compliance is already at risk. This post-go-live checklist covers what actually matters now it's running, the new 7-business-day received rule, the switch to Qualifying Earnings, the annual cap trap, and exactly what it costs to fix an error quickly versus waiting for the ATO to find it first.
COST: $30
ATO Interest Deductibility Checklist
Since 1 July 2025, GIC and SIC are no longer tax deductible and a lot of clients are still treating an ATO payment plan like a cheap line of credit (it isn't, and the maths have gotten significantly worse). This checklist covers exactly what changed, how to code it correctly, how to split any interest that straddles the cutover date, and most importantly, how to have the proactive conversation with clients before they default to a payment plan that's now costing them far more than they realise.
COST: $30
Cancelling GST Registration Checklist
Cancelling a client's GST registration sounds straightforward until you forget the step that almost everyone forgets, the Division 138 increasing adjustment on assets still on hand (skip it and your client keeps GST credits they were never entitled to hold onto). This checklist walks you through eligibility, timing, the final BAS, and that often-missed asset adjustment, so the cancellation is clean, complete, and won't come back to bite anyone later.
COST: $20
GST and Food Checklist
The one everyone thinks they already know, right up until a twelve-line catering invoice turns into an exceptions-to-exceptions exam. Confectionery, hot food, combination snack packs, this sorts the sandwich platter from the tax trap.
COST: $25
GST and Motor Vehicle
Simple maths, ridiculous rulebook, car limit, GST credit cap, LCT, trade-ins, and a payload rating that decides everything. Built around this year's thresholds so you can work straight off it for the next ute that rolls through the door.
COST: $25
Notional GST and Secondhand Goods
Government surplus auctions and pre-loved handbags have more in common than you'd think both hide a GST credit your client would otherwise miss. Notional GST, global accounting, the $300 threshold: all laid out so BAS time isn't a guessing game.
COST: $45
GST and Mixed Supplies
One supply or several? Dominant part or genuinely mixed? This is the checklist for every hamper, catering invoice, and NDIS visit where the invoice refuses to pick a lane, apportioned properly, documented, defensible.
COST: $25
AML/CTF Tranche - URGENT
Not reading material, homework with a deadline. If your practice touches trust accounts, entity formation, or client funds, this is the five-minute self-check standing between you and an AUSTRAC conversation you don't want to have.
COST: $25
GST - Imports and Exports
Destination-based tax, sure, simple in theory, chaos in practice once the $1,000 threshold, the 60-day export clock, and a pile of freight paperwork all show up at once. This checklist keeps the clock and the customs value where they belong.
COST: $25
GST and Bad Debts
Nobody enjoys writing off a debt, and the GST side gets forgotten more than any other adjustment in the book. This one covers both directions, the seller clawing GST back and the buyer who now owes it, so nothing slips through.
COST: $30
GST Error Correction
Finding the mistake is the easy part; knowing which box fixes it without triggering penalties is the actual job. Credit error, debit error, or "nope, revise the original period" this walks you to the right answer before you touch the BAS.
COST: $30
GST Going Concerns
"Going concern" is the most confidently misused phrase in small business sales. Five conditions, zero wiggle room, one very expensive "oops" if you miss one, this is the checklist that keeps you from finding out the hard way.
COST: $25
GST and Margin Scheme
Property GST is where "close enough" turns into a five-figure phone call from the ATO. This checklist walks you through eligibility, the margin calculation, and the withholding traps, before the contract's signed, not while you're sweating over the settlement statement.
COST: $15
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