The backbone of a successful booking business
The Bookkeeper's 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, mentor, and financial literacy educator.
If you're an existing Academy member, you can click through to any of the items below to be taken directly through to the associated resource.
🔐 The Bookkeeper's Academy Resource Index
If you're an existing Academy member, you can access all resources directly from the links below, or login to your member's area.
Member LoginBUSINESS PLANNING
Academy Insights: Business Planning - Getting Started
Resource: Business Planning Workbook & Workshop (Recording)
Resource: Business Plan Templates
Academy Insights: Setting Revenue Goals
Resource: Set Your Revenue Goals Workbook
Resource: Models to Help You Achieve Revenue Goals
Resource: Vision Board Workbook
Resource: Revenue Goals Planning Workshop Exercise
Live Q&A: Revenue Goals & Capacity Workshop (Recording)
Academy Insights: KPI Tracking
Resource: Business Performance Solutions & Dashboards
SERVICE OFFERINGS
Academy Insights: Advisory Services
Resource: Advisory Services Toolkit
Live Q&A: Advisory Services (Recording)
Academy Insights: Rescue Work & Clean Up Jobs
Resource: Guide to Scoping Rescue Work
Resource: Guide to Pricing Rescue Work
Live Q&A: Rescue Work & Clean Up Jobs
Academy Insights: Payroll Services
Resource: Managing Payroll Risk, Capacity & HR
Resource: Guide to Scoping Payroll Services
Resource: Guide to Pricing Payroll Services
Live Q&A: Payroll Services with Nick Braban, Tanda
Reporting Services
Academy Insights: Build Value & Empower your Bookkeeping Clients with Reporting Services
Resource: Building Client Reporting Packages
Resource: Client Snapshot Report Sample
Review: Accounting Software for Client Reporting
PRICING STRATEGIES
The Bookkeeper's Guide to Pricing Webinar (Replay)
Academy Insights: The 5 Things I Did to Make My Pricing Model Work for Me
Live Q&A: Pricing Models (Recording)
Academy Insights: How I transformed my bookkeeping business by changing my pricing strategy
Academy Insights: Fixed Fee Pricing Pros & Cons
Academy Insights: Figuring out what to charge clients
Resource: Bookkeeping Fee & Package Builder
Resource: Bookkeeping Minimum Fee & Breakeven Calculator
Resource: Guide to Communicating Value
Resource: Proposal Template with Tiered Pricing Options/Packages
Academy Insights: From Hourly Rates, to Fixed Fee, to Value-based Pricing
Resource: Case Study - Value Based Pricing Discovery Session (Part 1)
Resource: Case Study - Value Based Pricing Discovery Session (Part 2)
Live Q&A: Calculating Value Based Pricing with the Fee & Package Builder Demonstration
Review, Reprice & Migrate Existing Clients
Academy Insights: Repricing Clients
Resource: A Step By Step Guide to Repricing
Resource: A Guide to Migrating Clients to a New Pricing Model
Resource: Client Fee Analysis Tool
Resource: Scripts to Build Scope & Price Review Expectations
Live Q&A: Pricing, Session 1 (Recording)
Live Q&A: Pricing, Session 2 (Recording)
TEAM DEVELOPMENT
Master Toolkit - Team Development
Recruitment - Attract & Secure the Right Person
Academy Insights: How to Build a Strong Bookkeeping Team
Academy Insights: Lessons I Learnt When Growing My Team
Resource: Recruitment Needs Checklist
Resource: Job Scorecard & Job Description Templates
Resource: Practice Manager Job Description & Scorecard
Resource: Talent Search Planner
Resource: Interview, Test & Check Guide
Live Q&A: Recruitment (and TPB Code of Conduct Changes)
Live Q&A: Growing Your Bookkeeping Team
Employee Onboarding - Set Your Team Up for Success
Academy Insights: Set your New Recruit up for Success
Resource: Employee Onboarding Plan & Milestones
Resource: Day One Employee Induction Checklist
Live Q&A: Employee Onboarding (Recording)
Offshoring - Building a Global Bookkeeping Team
Academy Insights: Building a Global Workforce with Wyatt Bacon, BASE Global
Academy Insights: Offshore Recruitment Processes
Resource: Global Recruitment Guide
Academy Insights: The Art of Delegating
Live Q&A: The Art of Delegating (Recording)
Live Q&A - Delegating and Value Based Pricing (Recording)
Employee Incentives
PRACTICE MANAGEMENT
Academy Insights: Getting Real About Capacity & Burnout
Review: Beyond Blue New Access Program
Academy Insights: Recruiting to Address Capacity Issues
Resource: Revenue & Capacity Planner
Resource: LEAN and ESAD Models
Live Q&A: Managing Capacity (Recording)
Client Procedures, Workpapers & File Management
Academy Insights: Managing & Maintaining Workpapers
Resource: Client Procedure Manual
Resource: Workpapers Management Template Demo
Resource: Client File Organisation
Live Q&A: Workpapers & Record Management (Recording)
Live Q&A: Workpapers & Client File Management (Recording)
End of Financial Year (EOFY) Planning
Academy Insights: EOFY Planning
Academy Insights: My Plan for June
Resource: The Bookkeeper's EOFY Survival Guide Webinar (Replay)
Resource: EOFY Payroll Checklist & Working Papers
Resource: Adjusting Journal Template
Live Q&A: EOFY Planning, Session 1 (Recording)
Live Q&A: EOFY Planning, Session 2 (Recording)
Academy Insights: Managing Downtime
Live Q&A: Managing Downtime, Delegating & Revenue Goal Setting
Quality Management System (QMS)
Academy Insights: Why a QMS is so Important
Resource: The Bookkeeper's Guide to QMS Planning
Resource: QMS Sample - Activity Statement Compliance
Resource: QMS Sample - HR & Team Development
Live Q&A: QMS Sample Demonstration (Recording)
Academy Insights: Getting on Top of Your Tech Stack
Resource: Implementing a New DMS into Your Business
Review: Technology & System Considerations
Review: PandaDoc, Document Management Tool for Bookkeepers
Review: Practice Ignition, Client Engagement Platform for Bookkeepers
Review: Bizink, Website Development & Content Management Platform for Bookkeepers
Review: GovReports with Tian Tran, Tax Return & Lodgement Management for Bookkeepers
Review: Tanda, Payroll Management System
Review: Beyond Blue NewAccess Program, Free Mental Health Support for Small Business Owners
CLIENT ACQUISITION
Digital Marketing for Lead Generation
Academy Insights: Leverage Social Media to Grow Your Brand & Business
Resource: Social Media Bio Template
Resource: Social Media Planner & Prompts
Resource: Marketing Template for Agencies & VAs
Resource: Create a LinkedIn Newsletter
Live Q&A: Digital Marketing with Anthea Major, Bizink (Recording)
Live Q&A: Outsourcing Marketing to Agencies & VAs (Recording)
Live Q&A: Social Media and more (Recording)
Health Checks for Lead Generation
Academy Insights: Using Health Checks to Generate Leads
Resource: Health Check Review Template
Resource: Health Check Report Template
Live Q&A: Health Checks (Recording)
Networking & Referrals for Lead Generation
Academy Insights: Networking & Referral Strategies
Academy Insights: Generating Leads through Word of Mouth & Referrals
Resource: The Bookkeeper's Guide to Networking & Referrals Webinar (Replay)
Resource: Referral Strategy Guide & Template
Resource: Networking Strategy Guide
Resource: Create Your Elevator Pitch
Live Q&A: Networking & Referrals (Recording)
Client Discovery Sessions (CDS)
Academy Insights: The Dos and Don'ts of Client Discovery Sessions
Academy Insights: Why a Thorough CDS is Crucial when it comes to Scoping & Pricing
Resource: Master Toolkit - Client Discovery Sessions
Resource: The Bookkeeper's Guide to Discovery Sessions & Scoping
Resource: Client Discovery Session Guide
Resource: Client Discovery Sessions that Convert Webinar (Recording)
Live Q&A: Client Discovery Sessions, Scoping & Pricing (Recording)
Live Q&A: Client Discovery Session Master Toolkit Demonstration (Recording)
Live Q&A: Client Discovery Sessions (Recording)
Proposals & Engagement Letters
Academy Insights: Proposals & Engagement Letters - 5 Things I Wish I Knew Earlier
Academy Insights: The Power of Proposals
Resource: Proposal Guide & Templates
Resource: Create Your Proposal
Resource: Engagement Letter Checklist & Template
Live Q&A: Client Discovery Sessions & Proposals (Recording)
Live Q&A: Proposals (Recording)
Live Q&A: Proposals & Winning New Clients (Recording)
CLIENT RETENTION & OPTIMISATION
Academy Insights: Are D-class Clients Holding You Back?
Resource: Set Boundaries & the ESAD Model
Resource: Rank Your Clients A-D
Resource: Calculate Break Even & Minimum Fees
Live Q&A: Ditch the Ds (Recording)
Academy Insights: Managing Fee Increases
Resource: Revenue & Capacity Planner
Resource: Scope Creep Checklist
Resource: Guide to Disengaging D-Class Clients
Resource: Fee Review Checklist & Client Fee Analysis Tool
Live Q&A: Scope Creep, Fee Reviews & D-Class Clients (Recording)
MARKETING FOUNDATIONS
Define Your Marketing Strategy & Objectives
Resource: Understand the Client Journey & Marketing Funnel
Academy Insights: Understand & Leverage Your Niche
Resource: Guide to Defining Your Niche
Resource: Create a Value Proposition for Your Niche
Resource: Guide to Defining Your Ideal Client
Create Your Elevator Pitch & Value Proposition
