Resources to Create a Profitable Bookkeeping Business

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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.

ūüĒź 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 MEMBER

A

ACADEMY INSIGHTS WITH MARTINE HOOSEN

Business Planning - Getting Started

Business Planning - KPI Tracking

Client Acquisition - Client Discovery Sessions

Client Acquisition - Health Checks to Generate Leads

Client Acquisition - Client Onboarding

Client Acquisition - Proposals

Client Acquisition - Proposals & LOEs

Client Retention & Optimisation - Ditch The Ds

Marketing - Networking & Referrals

Practice Management - Managing Capacity & Burnout

Practice Management - EOFY Planning

Practice Management - Procedures & Systems

Pricing - Fixed Fee Pricing

Pricing - Price with Confidence

Pricing - Pricing Models

Pricing - Price Reviews & Fee Increases

Team Development - Recruitment

Team Development - Onboarding Employees

Pricing - Repricing Existing Clients

Services - Advisory Services

Services - Payroll Services

Services - Rescue Work & Clean Up Jobs

Services - Rescue Work Scoping & Pricing

Services - Reporting Services

ADVISORY SERVICES

Academy Insights with Martine Hoosen - Advisory Services

Live Q&A with Martine Hoosen - Advisory Services

Resource - Introducing Advisory Services Toolkit

View Complete Advisory Services Module

View Complete Services Module 

B

BUSINESS PLANNING

Academy Insights with Martine Hoosen - Business Planning

Resource - Business Plan Template

Resource - Traffic Lights & Vision Boards

Workshop - Business Planning Workbook

View Complete Business Planning Module

C

CAPACITY MANAGEMENT

Academy Insights with Martine Hoosen - Capacity Management

Resource - Beyond Blue New Access Program

Resource - Capacity Audits

Resource - Recruiting to Address Capacity Issues

Resource - Revenue & Capacity Planner

Resource - Increase Profitability & Capacity with ESAD & LEAN

View Complete Capacity Management Module

View Complete Practice Management Module

CLIENT DISCOVERY SESSIONS

Academy Insights with Martine Hoosen - Client Discovery Sessions

Resource - Client Discovery Session Guide

Webinar - Client Discovery Sessions that Convert

Live Q&A with Martine Hoosen - Client Discovery Sessions

View Complete Client Discovery Session Module

View Complete Client Acquisition Module

CLIENT ONBOARDING

Academy Insights with Martine Hoosen

Resource - Client Onboarding Toolkit

Resource - Client ID Verification

Live Q&A with Martine Hoosen - Client Onboarding

View Complete Client Onboarding Module

View Complete Client Acquisition & Onboarding Module

CLIENT REPORTS & INSIGHTS SERVICES

Academy Insights with Martine Hoosen - Client Reports as a Service

Resource - Client Snapshot Report Example

Resource - Creating Reporting Packages Example 

Resource - Using Accounting Software for Client Reporting

Live Q&A with Martine Hoosen (Session 1)

Live Q&A with Martine Hoosen (Session 2)

View Complete Client Reports & Insights Module

View Complete Services Module

CLIENT REVIEWS & RANKINGS

Academy Insights with Martine Hoosen - Client Ranking & Ditching the Ds

Resource - Client Rankings A-D

Resource - Calculating Breakeven & Minimum Fees

Resource - Setting Boundaries & The ESAD Process

Live Q&A with Martine Hoosen - Rank Your Clients & Ditch the Ds

CLIENT SCOPE & FEE REVIEWS

Academy Insights with Martine Hoosen - Fee Reviews & Increases

Resource - Scope Creep Checklist

Resource - Fee Review Checklist & Client Fee Analysis Tool

Resource - Revenue & Capacity Tracker & Planner

Resource - Disengaging D-Class Clients & Handover Letter

Live Q&A with Martine Hoosen - Client Scope & Fee Reviews, & Disengaging D-Class Clients

View Complete Client Scope & Fee Reviews Module

View Complete Client Retention & Optimisation Module

D

DIGITAL MARKETING

Academy Insights with Marketing Hoosen - How to Leverage Social Media to Grow your Brand & Business

Resource: Social Media Content Planner and Prompts

Resource: Create Your Marketing Brief

Resource: Create Your Social Media Bio Guide

Live Q&A with Martine Hoosen & Anthea Major

View the Complete Digital Marketing Module

View the Complete Marketing Module

E

EMPLOYEE ONBOARDING

Academy Insights with Martine Hoosen - Employee Onboarding

Resource - Employee Onboarding Plan & Milestones

Resource - Day One Induction Checklist

Live Q&A with Martine Hoosen - Employee Onboarding

View Complete Employee Onboarding Module

View Complete Team Development Module

EMPLOYEE PROFIT SHARING

Academy Insights with Martine Hoosen - Employee Profit Sharing as an Incentive 

 

E

EMPLOYEE RECRUITMENT

Academy Insights with Martine Hoosen - Recruitment

Resources - Identify Your Recruitment Needs Worksheet

Resource - Job Scorecard and Job Description Guide

Resource - Talent Search Plan

Resource - Interviews, Tests and Reference Checks Guide

Resource - Skills Test Sample Template

Resource - Building a Global / Remote Workforce Guide

Live Q&A with Martine Hoosen - Growing Your Team

View Complete Recruitment Module

View Complete Team Development Module

View the Complete Practice Management Module

END OF FINANCIAL YEAR PLANNING

EOFY Planning - Insights with Martine Hoosen (2024)

EOFY Planning - Insights with Martine Hoosen (2023)

Resource - EOFY Bookkeeping & Client Checklists (2024)

Resource - EOFY Payroll Process Checklist, Workpapers Template & Demo (2024)

Resource - BAS Reconciliation Template (currently being updated)

Resource - STP Finalisation & Annual Declaration Renewal Template (currently being updated)

Resource - Adjusting Journal Template (currently being updated)

Live Q&A with Martine Hoosen - EOFY Planning (Session 1, 2024)

Live Q&A with Martine Hoosen - EOFY Planning (Session 1, 2023) 

Live Q&A with Martine Hoosen - EOFY Planning (Session 2, 2023)

The Bookkeeper's EOFY Survival Guide Webinar (2023)

View the Complete End of Financial Year Planning Module

F

Facebook - Join the Private Members Group

FIXED FEE PRICING

Academy Insights with Martine Hoosen - How I Transformed by Business by Changing My Pricing Strategy

Academy Insights with Martine Hoosen - Fixed Fee Pricing Pros & Cons

Academy Insights with Martine Hoosen - Figuring Out What to Charge

Resource - Fee & Package Builder

Resource - Minimum Fee & Break Even Calculator Tool

Resource - Communicating Value Guide

Resource - Proposal Template with Tiered Pricing Options

Live Q&A with Martine Hoosen - Pricing

View the Completed Fixed Fee Pricing Module

View the Complete Pricing Module

G - H

HEALTH CHECKS AS LEAD GENERATORS

Academy Insights with Martine Hoosen - Health Checks

Resource - Health Check Check Report Template

Resource - Health Check Review Template

Live Q&A with Martine Hoosen - Health Checks

View Complete Health Checks as Lead Generators Module

View Complete Client Acquisition Module

View Complete Marketing Module

I-J

IDEAL CLIENT PROFILE

Resource - Ideal Client Profile Builder

View the Complete Marketing Module

K

KPI TRACKING

Academy Insights with Martine Hoosen - KPI Tracking

Resource - KPI Tracking Guide

Resource - KPI Tracking Dashboard Template

Live Q&A with Martine Hoosen - KPI Tracking (Session 1)

Live Q&A with Martine Hoosen - KPI Tracking (Session 2)

View Complete KPI Tracking Module

View Complete Business Planning Module

L

LIVE Q&A RECORDINGS

Live Q&A - Register Here

Live Q&A - Advisory Services

Live Q&A - Client Discovery Sessions

Live Q&A Recording - Digital Marketing with Bizink

Live Q&A - Client Onboarding

Live Q&A - Client Reporting (Session 1) 

Live Q&A - Client Reporting (Session 2)

Live Q&A - Client Reviews & Ranking

Live Q&A - Client Scope & Fee Reviews, & Disengaging D-Class Clients

Live Q&A - Employee Onboarding

Live Q&A - Employee Development & Growth

Live Q&A - EOFY Processes and Planning (Session 1)

Live Q&A - EOFY Processes and Planning (Session 2)

Live Q&A - Health Checks as Lead Generators

Live Q&A - KPI Tracking (Session 1)

Live Q&A - KPI Tracking (Session 2)

Live Q&A - Networking & Referrals

Live Q&A - Payroll Services with Tanda

Live Q&A - Pricing Fee Reviews & Increases

Live Q&A - Pricing  - Fixed Fee Models & Charging Your Worth

Live Q&A - Pricing Models

Live Q&A - Pricing Strategy (Session 1)

Live Q&A - Pricing Strategy - (Session 2)

Live Q&A - Procedures & Systems

Live Q&A - Proposals & Letters of Engagement

Live Q&A - Proposals & Client Discovery Sessions 

Live Q&A - Proposals & Client Acquisition Process

Live Q&A  - Rescue Work

Live Q&A - Repricing Existing Clients

Live Q&A - Revenue Goals

Live Q&A - Scope, Client and Fee Reviews, and Managing D-Class Clients 

Live Q&A - Workpapers & Client File Management (Session 1)

Live Q&A - Workpapers & Client File Management (Session 2)

M

MARKETING MODULE

MARKETING FUNNEL

Resource: The Marketing Funnel Overview

View the Complete Marketing Module

N-O

NETWORKING & REFERRALS

Academy Insights with Martine Hoosen - Networking & Referrals

Academy Insights with Tanya Stephenson - How Networking Fits into the Bigger Picture

Resource: Networking Strategy Guide & Templates

Resource: Referral Strategy Guide & Templates

Resource: Elevator Pitch Guide

Resource: Generate Leads through Referrals Tips

Live Q&A with Martine Hoosen - Networking & Referrals

Webinar - The Bookkeeper's Guide to Networking & Referrals with Martine Hoosen & Matt Wilkinson

View Complete Networking & Referrals Module

View Complete Marketing Module

P-Q

PAYROLL SERVICES

Academy Insights with Martine Hoosen - Payroll Services

Resource - Payroll Risk Management Plan Checklist

Resource - Payroll Services Scoping Checklist

Resource - Payroll Services Pricing Guide

Live Q&A with Martine Hoosen & TANDA

View the Complete Payroll Services Module

View the Complete Services Module

PRACTICE MANAGEMENT MODULE

PRODUCT REVIEWS

Beyond Blue NewAccess Program

Bizink Website Development

GovReports

PandaDoc

Practice Ignition

TANDA

PRICING MODULE

PRICING MODELS

Academy Insights with Martine Hoosen - Pricing Models

Resource - Pricing Model Guide

Live Q&A with Martine Hoosen - Pricing Models

View Complete Pricing Models Module 

View Complete Pricing Module

PROPOSALS & LETTERS OF ENGAGEMENT

Academy Insights with Martine Hoosen - Proposals (Session 1)

Academy Insights with Martine Hoosen - Proposals (Session 2)

Resource - Proposal Template

Resource - Proposal Guide

Resource - Letter of Engagement Checklist & Template

Live Q&A with Martine Hoosen - Proposals (Session 1)

Live Q&A  with Martine Hoosen - Client Discovery Sessions & Proposals (Session 2)

Live Q&A  with Martine Hoosen - Client Acquisition & Proposals (Session 3)

View Complete Proposals & LOE Module

View Complete Client Acquisition & Onboarding Module

R

RECRUITMENT

Academy Insights with Martine Hoosen - Recruitment

Academy Insights with Martine Hoosen - Creating a Global / Remote Workforce

Resources - Identify Your Recruitment Needs Worksheet

Resource - Job Scorecard and Job Description Guide

Resource - Talent Search Plan

Resource - Interviews, Tests and Reference Checks Guide

Resource - Skills Test Sample Template

Resource - Building a Global / Remote Workforce Guide

Live Q&A with Martine Hoosen - Growing Your Team

View Complete Recruitment Module

View Complete Team Development Module

REPRICE & MIGRATE EXISTING CLIENTS 

Academy Insights - Repricing Clients

Academy Insights - How to Price with Confidence

Resource - Repricing: A Step by Step Guide

Resource - Migrating Clients to a New Pricing Model

Resource - Client Fee Analysis Tool

Resource - Script Templates for Scope & Fee Reviews

Live Q&A with Martine Hoosen - Pricing (Session 1)

Live Q&A with Martine Hoosen - Pricing (Session 2)

Live Q&A with Martine Hoosen - Repricing 

Live Q&A with Martine Hoosen - Fee Reviews & Increases

Live Q&A with Martine Hoosen - Fixed Fee Pricing & Employee Profit Sharing 

View Complete Reprice & Migrate Existing Clients Module

View Complete Pricing Module

RESCUE WORK & CLEAN UP JOBS

Rescue Work - Insights with Martine Hoosen

Resource - Scoping Rescue Work Guide

Resource - Pricing Rescue Work Guide

Live Q&A with Martine Hoosen - Rescue Work

View Complete Rescue Work & Clean Up Jobs Module

View Complete Services Module

REVENUE GOALS

Academy Insights with Martine Hoosen - Set & Achieve Revenue Goals

Resource - Setting Revenue Goals Workbook

Resource - Unlock Profit & Capacity with LEAN & ESAD

Resource - Revenue Goal Planning Workshop Exercise

Live Q&A & Revenue Goal Workshop with Martine Hoosen

View Complete Revenue Goals Module

View Complete Business Planning Module

S

SERVICES MODULE 

SYSTEMS, PROCEDURES & PROCESSES

Academy Insights with Martine Hoosen - Systemise Your Business

Resource - Client Procedure Manuals

Resource - Choosing the Right Document Management Solution

Resource - Implementing a Document Management Solution

Resource - Tech Stack Considerations

Resource - End of Period Processes

Live Q&A with Martine Hoosen - Systems, Processes & Procedures

View Complete Systems, Procedures & Processes Module

View Complete Practice Management Module 

T- Z

WORKPAPERS & CLIENT FILE MANAGEMENT

Academy Insights with Martine Hoosen - Workpapers and Client File Management

Resource - Workpapers Management Template Demo

Resource - Client File Organisation Tips

Live Q&A with Martine Hoosen - Workpapers & Client File Management (Session 1)

Live Q&A with Martine Hoosen - Workpapers & Client File Management (Session 2)

View Complete Workpapers & Client File Management Module

View Complete Practice Management Module

 

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