Products
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Template - QBO File Catch-up and Clean-up
CourseA multi-tab QBO File Catch-up and Clean-up workflow spreadsheet to organise tasks, client requests, statements and verification. Templates included for communications, reporting, and tracking progress through the cleanup process.
$350
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Template - Onboarding File Review
CourseNote: This File Review template is included inside the full Onboarding Spreadsheet Workflow & Communications bundle. If you’ve already purchased the full onboarding package, you do not need to purchase this separately.
$140
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Template - Onboarding Workflow and Communications
CourseA complete client onboarding workflow system with spreadsheets, checklists, forms, and email templates. Streamline your process, reduce admin work, and onboard clients clearly from Day One.
$350
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Template - Client Guidebook
CourseExclusive continuation of Kellie Parks’ Client Guidebook template. Includes PowerPoint and Google Slides files to help you onboard clients clearly, set expectations, and deliver a polished professional experience.
$350
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Budget Makeover for Bookkeepers
Course2 half-days of coaching experience to help you gain clarity, direction, and control of your cashflow — and walk away with a personalized plan for profit and confidence.
$990
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Pre-order available now!
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Confident Pricing for Bookkeepers
CourseMaster effective pricing strategies to boost your bookkeeping business and attract clients while ensuring profitability and confidence in your rates.
$799.97