Resources to Create a Profitable Bookkeeping Business
THE BACKBONE OF A MULTI-AWARD WINNING BUSINESS
The Bookwiz Academy resources listed below are just some of strategies, systems, and tools that Founder Martine Hoosen has developed as a multi-award winning bookkeeper, business owner, franchisor, bookkeeping mentor, and financial literacy educator.
If you're an existing Bookwiz Academy member, you can click through to any of the items below to be taken directly through to the resource inside the Academy.
🔐 RESOURCE INDEX
Our Resource Index is ever evolving and regularly updated, so be sure to check back in regularly!
Existing Academy Members can click on any of the below for direct access to the resource.
BECOME A MEMBERA
Academy Insights with Martine Hoosen - Advisory Services
Academy Insights with Martine Hoosen - Business Planning
Academy Insights with Martine Hoosen - Capacity & Burnout
Academy Insights with Martine Hoosen - Client Discovery Sessions
Academy Insights with Martine Hoosen - Client Onboarding
Academy Insights with Martine Hoosen - Client Reporting
Academy Insights with Martine Hoosen- Ditch the D's to Optimise Profit
Academy Insights with Martine Hoosen - EOFY Planning
Academy Insights with Martine Hoosen - Growing Your Team
Academy Insights with Martine Hoosen - Health Checks to Generate Leads
Academy Insights with Martine Hoosen - KPI Tracking
Academy Insights with Martine Hoosen - Managing Fee Increases
Academy Insights with Martine Hoosen - Migrating to Fixed Fee Pricing
Academy Insights with Martine Hoosen - Onboarding Employees
Academy Insights with Martine Hoosen - Payroll Services
Academy Insights with Martine Hoosen - Pricing Models
Academy Insights with Martine Hoosen - Procedures & Systems
Academy Insights with Martine Hoosen- Proposals & LOEs
Academy Insights with Martine Hoosen - Repricing Existing Clients
Academy Insights with Martine Hoosen - Scoping & Pricing Rescue Work
Advisory Services - Insights with Martine Hoosen
Advisory Services - Live Q&A Recording
B
Beyond Blue NewAccess Support Program
Business Planning - Insights with Martine Hoosen
Business Planning Workshop Recording & Workbook
C
Calculating Minimum Fees & Break Even
Capacity - Academy Insights with Martine
Capacity - Managing Capacity Module
Client Discovery Session Module
Client Discovery Sessions - Martine's Insights
Client Discovery Session - Mini Guide
Client Discovery Sessions that Convert - Webinar and Workbook
Client Discovery Session - Live Q&A Recording
Client Handover Document - Disengaging D-Class Clients
Client On-boarding - Insights with Martine Hoosen
Client On-boarding - Live Q&A Recording
Client Procedure Manual Template
Client Reporting - Academy Insights with Martine Hoosen
Client Reporting - Client Snapshot Report
Client Reporting - Creating Packages
Client Reporting - Live Q&A Recording 1
Client Reporting - Live Q&A Recording 2
Client, Scope & Fee Review Module
D
Digital Marketing - Live Q&A with Anthea Major, Bizink Head of Growth, Creating Your Digital Profile
Digital Marketing - Social Media Content Planner and Prompts
Ditch the Ds to Optimise Profits - Academy Insights with Martine Hoosen
E
Elevator Pitches (see also Networking)
Employee Onboarding - Insights with Martine Hoosen
Employee Onboarding - Live Q&A with Martine Hoosen
Employee Onboarding - Day One Induction Checklist
Employee Onboarding Plan & Milestones
EOFY Planning - Insights with Martine Hoosen
EOFY Planning - Adjusting Journal Template
EOFY Planning - BAS Reconciliation Template
EOFY Planning - EOFY Checklist
EOFY Planning - EOFY Client Checklist
EOFY Planning - EOFY Payroll Processes
EOFY Planning - Live Q&A Replay 09.06.23
EOFY Planning - STP Finalisation & Annual Declaration Renewal Template
EOFY Planning - The Bookkeeper's EOFY Survival Guide Webinar Recording
ESAD Process - Eliminate, Simplify, Automate, Delegate
F
Facebook Private Members Group
Fee Increases - Insights with Martine Hoosen
Fee Review Checklist - Managing Fee Reviews & Fee Increases
Fee & Scope Reviews - Live Q&A Recording
G
Growing Your Team - Insights with Martine Hoosen
Growing Your Team - Identify Your Recruitment Needs
Growing Your Team - Interviews, Tests and Checks
Growing Your Team - Job Scorecard and Job Description
Growing Your Team - Skills Test Sample Template
Growing Your Team - Recruitment Talent Search
Growing Your Team - Live Q&A Recording
H
Health Checks for Potential Clients Leads Module
Health Check for Members - If You're An Employee and NOT Looking to Start Your Own Business
Health Check for Members - If You Are Planning to Launch a Business
Health Check for Members - If You Already Run Your Own Business
Health Checks to Generate Leads - Academy Insights with Martine Hoosen
Health Check Report for Leads / Clients - Template
Health Check Review for Leads / Clients - Template
I
J
Job Interviews, Tests and Checks
Job Scorecard and Job Description
K
KPI Tracking - Insights with Martine Hoosen
KPI Tracking - Live Q&A Recording 1
L
Letter of Engagement - Template
Live Q&A Recording - Advisory Services
Live Q&A Recording - Client Discovery Sessions
Live Q&A Recording - Client Onboarding
Live Q&A Recording 1 - Client Reporting
Live Q&A Recording 2 - Client Reporting
Live Q&A Recording - Employee Onboarding
Live Q&A Recording - EOFY Processes and Planning
Live Q&A Recording - Fixed Fee Pricing and Charging Your Worth
Live Q&A Recording - Growing Your Team
Live Q&A Recording 1 - KPI Tracking
Live Q&A Recording - Managing Capacity
Live Q&A Recording - Payroll Services with Tanda
Live Q&A Recording - Pricing Models
Live Q&A Recording - Procedures & Systems
Live Q&A Recording - Proposal and Letter of Engagement
Live Q&A Recording - Repricing Existing Clients
Live Q&A Recording - Scope, Client and Fee Reviews, and Managing D-Class Clients
M
Managing Capacity - Academy Insights with Martine Hoosen
Managing Capacity and Burnout - Beyond Blue NewAccess Program
Mentoring 1:1 with Martine Hoosen
N
Networking - Insights with Tanya Stephenson
O
Onboarding - Client Onboarding Module
Onboarding - Client Onboarding - Insights with Martine Hoosen
Onboarding - Client Onboarding - Toolkit
Onboarding - Client Onboarding - Live Q&A Recording
P
Payroll Services - Academy Insights with Martine Hoosen
Payroll Services - Live Q&A with Martine Hoosen and Tanda
Payroll Services - Managing Risk, Capacity & HR
Payroll Services - Pricing Guide
Payroll Services - Risk Management Plan Checklist.
Payroll Services - Scoping Checklist
Pricing - Academy Insights with Martine Hoosen - Migrating to Fixed Fee Pricing
Pricing - Calculating Minimum Fees & Break Even
Pricing - Fee & Package Builder
Pricing - Fixed Fee Pricing Module
Pricing Guide - Payroll Services
Pricing - How to Communicate Your Value
Pricing - Live Q&A with Martine Hoosen
Pricing - Why You Need to Ditch Hourly Billing
Proposals - Creating a Proposal & Templates
Proposals - Insights with Martine Hoosen
Proposals - Live Q&A Recording
Q, R
Recruitment - Growing Your Team Module
Recruitment - Insights with Martine Hoosen
Recruitment - Identify Your Recruitment Needs
Recruitment - Interviews, Tests and Checks
Recruitment - Job Scorecard and Job Description
Recruitment - Skills Test Sample Template
Recruitment - Live Q&A Recording
Referrals & WOM to Generate Leads
Repricing Existing Clients Module
Repricing Existing Clients - Client Fee Analysis Template
Repricing Existing Clients - Insights with Martine Hoosen
Repricing Existing Clients - Live Q&A Recording
Repricing Existing Clients - Quick Scripts
Rescue Work - Scoping & Pricing
S
Scope Creep & Fee Reviews - Live Q&A Recording
Scoping Checklist - Payroll Services
Scoping Checklist - Rescue Work
Scoping & Client Discovery Sessions
Setting Boundaries and Processes to Protect Your Freedom (and Sanity)
Social Media Content Planner and Prompts
Systemise Your Business Module
Systemise Your Business - Insights with Martine Hoosen
Systemise Your Business - Client Procedure Manuals
Systemise Your Business - Tech Stack Considerations
T
Tanda - Live Q&A with Martine Hoosen and Tanda
U- Z
Webinar and Workbook - Business Planning
Webinar and Workbook - Client Discovery Sessions that Convert
NOT A MEMBER (YET)?
Want to get a sneak peak at some of the Bookwiz Academy resources before you take the leap?
CHECK OUT OUR FREE RESOURCES