Checklists To Save You Time & Sanity!
The below low-cost checklists have been put together to help you cover everything you need to do, saving you time and making you look like a pro to your clients because you nailed it!
EOFY Checklist - $36.50
This detailed checklist covers a comprehensive list of items (listed on the full page) with the required reports and the figures you need to match. This checklist will ensure your file is 100% ready for the Accountant to complete the tax return efficiently and accurately.
CLICK HERE to find out more.
End Of Month Checklist - $26.50
The End of Month Checklist goes through all of the month-end requirements for you and your clients’ business. It covers all of the reconciliations you need to do so you don’t miss anything.
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BAS Reporting Checklist - $26.50
This checklist explains the reports you need to reconcile the accounts that are relevant for ensuring accuracy for the lodgement of the BAS, and what to do once it is lodged.
It covers Accounts Payable, Accounts Receivables, P and L, Balance Sheet and ATO ICA account and what reports to use to balance to the balance sheet.
CLICK HERE to find out more.
Staff Onboarding Checklist - $26.50
This checklist goes through what you need to do when employing a new staff member. It covers the forms and logins required, what systems to add them to, employee management steps including setting dates for critical reviews or training. It also has a checklist to see what the staff member has in qualifications and software competencies.
CLICK HERE to find out more.