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.
Not yet a member? Sign up here and gain instant access to all the tools below (and more!).
🔐 The Bookkeeper's Academy Resource Index 🔐
(Members-only)
Academy members can access all resources in our 12 easy to follow Learning Modules in the Members Library or by clicking on the headings below.
View Member LibraryTop Tools
Quick links to the must-haves in your toolkit!
The Fee, Package and Proposal Builder
Your entire pricing process in one place - discovery and scoping, your service menu, fees and packages, and your client-ready proposal.
AI Toolki - Prompts & Policy Builder
AI terms, ideas and prompts specifically for bookkeepers to help you navigate, understand and implement AI into your practice, plus build your AI Policy.
Profit Goals & Minimum Fee Calculator
Set your profit goals, and see the tangible impact that your client mix, breakeven, revenue per client, and minimum fees can have on your goals.
Client Fee Analysis Tool
Review the value of your client portfolio, map out pricing scenarios, set priorities, and maintain a healthy client mix.
Pricing Strategy Builder
Define the strategy, terms and policies that govern how you approach your pricing.
Team Capacity & Profit Planner
Review and manage capacity in your business so you can optimise efficiency, unlock profit, and avoid burnout.
The Hiring Hub
Your entire recruitment plan from identifying your needs, through to advertising, vetting & placing an offer.
Learning Modules
Everything you need to build and scale a successful, sustainable and scalable bookkeeping business!
MINDSET & WELLNESS
Overcome Imposter Syndrome & Fears that Hold You Back
Academy Insights: Overcoming Common Networking Fears
Resource: Vodcast with Erin Hunter-Thomas, Mind Spirit Fusion
Resource: Overcoming Common Fears in Client Discovery Sessions
Live Q&A: Imposter Syndrome & the Fears that Hold You Back (Recording)
Live Q&A: Overcoming Barriers when Networking, Pricing & Putting Yourself Out There (Recording)
BUSINESS & SUCCESS PLANNING
Academy Insights: Brining Business & Success Planning to Life with a One-Page Plan
Academy Insights: Key Business Plan Components & Considerations
Resource: Business Plan Templates
Live Q&A: One-Page Business Plans
Live Q&A: Business Planning, Systems & Workflow Management
Academy Insights: Setting Revenue Goals
Resource: Set Your Revenue Goals Workbook
Resource: Models to Help You Achieve Profit Goals - LEAN & ESAD
Resource: Guide to High Level Traffic Light Review
Resource: Revenue Goals Planning Workshop Exercise
Resource: Set Your Profit Goals
Live Q&A: Profit Goals 14.05.26 (Recording)
Live Q&A: Payday Super, AML/CTF, Profit Goals (Recording)
Academy Insights: KPI Tracking
Resource: Business Performance Solutions & Dashboards
Live Q&A: KPI Tracking (Session 1)
Live Q&A: KPI Tracking (Session 2)
Academy Insights: Build Your Business with the End in Mind
Resource: Assemble Your Sale Advisory Team
Resource: Owner Dependency Audit
Resource: Client Concentration Risk
Live Q&A: Creating a Sale-Worthy Business + Sellability Audit 27.03.26 (Recording)
Live Q&A: Owner Dependency & Client Concentration Risks 09.04.26
PRACTICE MANAGEMENT
Quality Management System (QMS)
Academy Insights: Why a QMS is so Important
Academy Insights: Documented Systems & Procedures
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)
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)
Academy Insights: Getting Real About Capacity & Burnout
Academy Insights: Capacity Planning - From Burnout to Balance
Academy Insights: Managing Capacity in the World of AI
Review: Beyond Blue New Access Program
Academy Insights: Recruiting to Address Capacity Issues
Resource: Team Capacity & Profit Planner
Resource: LEAN and ESAD Models
Resource: Managing Capacity - LEAN & ESAD Methods
Resource: Capacity Audit Checklist
Live Q&A: Managing Capacity (Recording)
Live Q&A: Managing Capacity & Capacity Audits, 11.12.25 (Recording)
Academy Insights: Managing Downtime
Live Q&A: Managing Downtime, Delegating & Revenue Goal Setting
End of Financial Year (EOFY) Planning
Academy Insights: A Calm & Confident Approach to EOFY Planning
Resource: 6 Week EOFY Countdown Plan
Resource: The Bookkeeper's EOFY Survival Guide Webinar (Replay)
Resource: EOFY Payroll Checklist & Working Papers
Resource: EOFY Super Register, STP Finalisation Templates & Declaration Forms
Resource: Adjusting Journal Template
Live Q&A: EOFY Planning 29.04.26 (Recording)
Live Q&A: EOFY Planning & Pricing Strategy 24.06.26 (Recording
TECH, AI & AUTOMATIONS
Automation, Technology & Systems
Academy Insights: The Benefits of Systems & Procedures
Academy Insights: Embracing Tech, Automation & AI
Resource: The Ultimate Tech Stack for Bookkeepers
Resource: Jet Convert Cheat Sheet - Moving to Xero
Resource: Tips for Implementing a New DMS into Your Business
Resource: Tips for Deciding on Technology & System Considerations
Resource: ChatGPT Prompts for Bookkeepers
Review: Customised Bookkeeping App Development with 1More Time
Review: Dext Precision and Dext Prepare
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
Demo: Syft Analytics with Martine Hoosen & Mitch Piper
Demo: AI Legal & Research Tool Nylon (formerly LawCyborg)
Live Q&A: Adopting AI into your Practice 12.03.26 (Recording)
Live Q&A: The Fee, Package & Proposal Builder + AI Idea & Prompt Library 13.08.26 (Recording)
Cyber Security & Risk Management
Academy Insights: Data Security
Resource: Cyber Wardens - Cyber Crime at Tax Time
Resource: ID Care - Cyber Health Check
Resource: Cyber Security Best Practice - Origin IT
Live Q&A: Cyber Wardens Foundations Course (Recording)
Live Q&A: Cyber Wardens Foundations Course, Cyber Security & Pricing Risks
TEAM DEVELOPMENT
MASTER TOOLKIT - TEAM DEVELOPMENT
Academy Insights: Recruiting Right
Resource: Recruitment Skill Test Samples
Resource: Guide to Interviewing, Testing & Vetting Applicants
Resource: Practice Manager Job Description & Job Scorecard
Live Q&A: Hiring Hub demo, AI Policy Builder, Price Increases 26.08.26 (Recording)
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
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
Resource: Pricing Strategy & Policy Builder
Live Q&A: Pricing Strategy, Policies & Expectations 09.07.26 (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: Profit Goals, Minimum Fee & Breakeven Calculator
Live Q&A: Fee & Package Builder Demo 11.06.26 (Recording)
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
Academy Insights: Overcoming Fears of Increasing Your Pricing
Academy Insights: How to Move to Fixed Fee or Value Based Pricing with Confidence
Resource: A Step By Step Guide to Repricing
Resource: Client Fee Analysis Tool
Resource: Scripts to Build Scope & Price Review Expectations
Live Q&A: Pricing & Re-Pricing Case Study with the Fee & Package Builder (Recording)
SERVICE OFFERINGS
Academy Insights: Introducing Advisory Services
Academy Insights: 10 Signs You're Already Offering Advisory Services
Academy Insights: Unlock Value, Profit & Revenue with Advisory Services
Academy Insights: Introducing Advisory Services
Resource: A Guide to Introducing Advisory Services
Resource: Scripts for Introducing Advisory Level Services
Live Q&A: Advisory Services (Recording)
Academy Insights: Rescue Work & Clean Up Jobs
Resource: Guide to Scoping Rescue Work
Resource: Guide to the Rescue Work Process
Resource: How to Use XBert for Recovery Work with Cassandra Scott
Live Q&A: Rescue Work & Clean Up Jobs 12.02.26 (Recording)
Live Q&A: Rescue Work & Selling your Business 25.02.26 (Recording)
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
Client Reports & Insights as an Advisory Service
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
MARKETING FOUNDATIONS
Academy Insights: Being Client-Ready is More Important Than You Think
Academy Insights: Marketing for Better Clients, Not Just More Clients
Resource: A Guide to the Marketing Funnel/Process
Live Q&A: Discovery Sessions, Onboarding & AI
Live Q&A: Marketing for the Right Clients (Recording)
Live Q&A: Discovery Sessions, Onboarding & AI, 27.08.25 (Recording)
Academy Insights: Understanding & Levering Your Niche
Resource: A Guide to Defining Your Niche
Resource: A Guide to Leveraging Your Niche
Resource: The "Drive & Thrive" Niche Test
Resource: A Guide to Creating Your Value Proposition to Attract Ideal Clients in Your Niche
Live Q&A: Niching & Employee Traineeships (Recording)
Resource: Guide to Defining Your Ideal Client Profile
Create Your Elevator Pitch & Value Proposition
CLIENT ACQUISITION
Digital Marketing for Lead Generation
Academy Insights: Leverage Social Media to Grow Your Brand & Business
Resource: Digital Media & AI Content Prompts
Resource: Social Media Bio Template
Resource: Social Media Planner & Prompts
Resource: Marketing Template for Agencies & VAs
Live Q&A: Social Media and more (Recording)
Networking & Referrals for Lead Generation
Academy Insights: Networking & Referral Strategies
Academy Insights: Generating Leads through Word of Mouth & Referrals
Resource: Building Awareness throughout Your Networks
Resource: Referral Strategy Guide & Scripts
Resource: Networking Strategy Guide & Scripts
Resource: Create Your Elevator Pitch
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)
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: Fact Finding & File Reviews in a CDS
Live Q&A: Client Discovery Sessions, Scoping & Pricing (Recording)
Live Q&A: Client Discovery Session Master Toolkit Demonstration (Recording)
Proposals & Engagement Letters
Academy Insights: Proposals & Engagement Letters - 5 Things I Wish I Knew Earlier
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: Client Fee Analysis Tool Demo
Live Q&A: Scope Creep, Fee Reviews & D-Class Clients (Recording)
Academy Insights: Profit Proof Your Clients
Live Q&A: How to Profit Proof Your Clients
