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.

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A

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 Module

Advisory Services - Insights with Martine Hoosen

Advisory Services Toolkit

Advisory Services - Live Q&A Recording

B

Beyond Blue NewAccess Support Program

Break Even & Minimum Fees

Business Planning Module

Business Planning - Insights with Martine Hoosen

Business Plan Template

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 Fee Analysis Template

Client Handover Document - Disengaging D-Class Clients

Client On-boarding Module

Client On-boarding - Insights with Martine Hoosen

Client On-boarding - Toolkit

Client On-boarding - Live Q&A Recording

Client Procedure Manual Template

Client Reporting Module

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

Disengaging D-Class Clients

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

Ditch the D's - Minimum Fees & Break Even

Ditch the D's - Ranking Clients A-D 

E

Elevator Pitches (see also Networking)

Employee Onboarding - Insights with Martine Hoosen

Employee Onboarding - Live Q&A with Martine Hoosen

Employee Onboarding Module

Employee Onboarding - Day One Induction Checklist

Employee Onboarding Plan & Milestones

EOFY Planning Module

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 & Package Builder

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 Module

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

Ideal Client Profile Builder

J

Job Interviews, Tests and Checks

Job Scorecard and Job Description

K

KPI Tracking Module

KPI Tracking - Insights with Martine Hoosen

KPI Tracking - Live Q&A Recording 1

KPI Tracking Guide

L

Live Q&A Registration

Letter of  Engagement - Template

Live Q&A Recording - Advisory Services

Live Q&A Recording - Client Discovery Sessions

Live Q&A Recording - Creating a Digital Profile to Gain Awareness with Anthea Major, Bizink Head of Growth

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 Module

Managing Capacity - Academy Insights with Martine Hoosen

Managing Capacity and Burnout - Beyond Blue NewAccess Program

Marketing Module

Marketing Funnels

Marketing Your Elevator Pitch

Mentoring 1:1 with Martine Hoosen

Minimum Fees & Break Even

N

Networking & Referral Module

Networking - Insights with Tanya Stephenson

Networking Toolkit

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 Module

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

Product Features & Reviews

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 Guide - Rescue Work

Pricing - How to Communicate Your Value

Pricing Models Module

Pricing Models - Toolkit

Pricing - Live Q&A with Martine Hoosen

Pricing - Proposals

Pricing - Why You Need to Ditch Hourly Billing

Proposals Module

Proposals - Creating a Proposal & Templates

Proposals - Toolkit

Proposals - Insights with Martine Hoosen

Proposals - Live Q&A Recording

Q, R

Ranking Clients A-D

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 - Talent Search

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

Revenue & Capacity Planner

S

Scope & Fee Review Module

Scope Creep Checklist

Scope Creep & Fee Reviews - Live Q&A Recording

Scoping Checklist - Payroll Services

Scoping Checklist - Rescue Work

Scoping & Client Discovery Sessions

Service Offerings Module

Setting Boundaries and Processes to Protect Your Freedom (and Sanity)

Skills Test Sample Template

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

Tech Stack

U- Z

Webinar and Workbook - Business Planning

Webinar and Workbook - Client Discovery Sessions that Convert

Webinar and Workbook - The Bookkeeper's Guide to Pricing

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