Resources to Create a Profitable Bookkeeping Business

MEET MARTINE LEARN WITH MARTINE BLOG 🔐 MEMBER RESOURCES

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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.

🔐 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 ONBOARDING

_{Academy Insights with Martine Hoosen - Employee Onboarding}

_{Resources - Employee Onboarding Plan & Milestones}

_{Resource - Day One Employee Induction Checklist}

_{Live Q&A with Martine Hoosen - Employee Onboarding}

_{View Complete Team Development 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 - Adjusting Journal Template}

_{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}

_{Practice Ignition}

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 & BASE Global - Global Recruitment}

_{Academy Insights with Martine Hoosen - How to Build a Strong Bookkeeping Team}

_{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}

_{Live Q&A with Martine Hoosen - Recruitment & TPB Code of Conduct Changes}

_{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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