Resources
Practical tools for clearer numbers.
Plain-English guides and checklists to help owners get their numbers in order. Download the available resources below, with more to be added over time.
Ready to download
Available resources.
Bookkeeping Health Check
A quick self-check of whether your books are in good shape and where to tighten up. Fill it in as you go and bring it along to a chat.
Word document, 84 KB
New Client Information Checklist
What to have ready before we start, so getting going is simple and quick. Fill it in and send it back when you are ready.
Word document, 85 KB
In the library
Still to come.
Monthly Reporting Checklist
What good monthly reporting looks like and what to check each month.
Coming soon
Business Finance Setup Checklist
Getting your finances set up right in the early days.
Coming soon
Alongside the checklists, future articles will cover monthly reporting basics, bookkeeping versus advisory, cash flow basics, preparing records for tax time and a finance checklist for NDIS providers.