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Templates

Bookkeepers handle a lot – and the right template makes it easier. Here, you’ll find a list of all the templates in our member-only library, designed to help you set up and run your business efficiently and effectively from day one.

From proposals and checklists to cash flow tools and SOPs, these resources help you work smoothly and confidently.

Templates

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Sign up for our Qualified or Business Membership today and enjoy free, unlimited access to our entire library of resources.

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Authority to Act

If you’re managing tax matters for clients, you’ll need the right paperwork to act on their behalf with Inland Revenue. As a member, you’ll get access to ready-to-use Authority to Act templates that save time and ensure you meet legal requirements.

These templates help you secure permission from clients – so you can represent them confidently and communicate with IRD about tax filings, enquiries, and updates.

Included Templates:

  • Individual Authority to Act – for clients who are sole traders or individuals.

  • Non-Individual Authority to Act – for companies, partnerships (ordinary and limited), trusts, and other entities.

You’ll need a separate authority for each IRD number you link to, and our templates make that easy.

To find out more about this process, refer to the Inland Revenue website here.

Clear communication is key to any successful client relationship. As a member, you’ll have access to our Engagement Letter template, designed to help you set expectations from the start and protect both you and your clients.

This template outlines:

  • The scope of services you’ll provide

  • Each party’s responsibilities

  • The terms and conditions of your engagement

It’s fully customisable to suit your business, and you can easily add your own letterhead and details. Highlighted sections guide you on what information to include before sending it to your client.

Having a solid engagement letter in place means fewer misunderstandings and smoother client relationships.

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Staying on top of cash flow is crucial for any small business—and as a member, you’ll get access to our Cash Flow Forecast template to help your clients do just that.

This practical tool lets you predict how much money will be in the bank next week, next month, or even next year. It helps businesses:

  • Plan for upcoming expenses

  • Manage seasonal highs and lows

  • Make confident decisions about growth and investment

Using a clear cash flow forecast means your clients can meet their financial obligations and handle challenges with greater resilience.

Checklists are powerful tools for staying organised and confident in your work. As a member, you’ll get access to a range of Bookkeeping Checklists designed to keep your processes smooth, accurate, and stress-free—no matter where you are in your business journey.

These downloadable templates help you:

  • Stay on top of regular tasks

  • Manage client onboarding and offboarding

  • Prepare for key deadlines

  • Keep your business running like clockwork

Included Checklists:

  • Month End Bookkeeping Checklist
  • New Client Checklist
  • Offboarding Client Checklist
  • Starting a Bookkeeping Business Checklist
  • Year End Bookkeeping Checklist
  • Year End Payroll Checklist

Whether you’re a seasoned Bookkeeper or just starting out, these checklists save time and help you deliver professional, reliable service every time.

Staying current is essential in the bookkeeping profession. As a member, you’ll get access to our CPD (Continuing Professional Development) Plan and Record template to help you track and plan your professional growth.

Using this tool, you can:

  • Set clear learning goals for the year
  • Record completed CPD activities
  • Demonstrate your commitment to staying competent and competitive

Keeping an up-to-date CPD record not only supports your own development – it also shows clients and peers that you’re serious about delivering high-quality service.

Managing GST for multiple clients can quickly become complex—but the right tools make all the difference. As a member, you’ll get access to GST templates that simplify your compliance work and help you deliver accurate, efficient service every time.

Our GST tools help you:

  • Reconcile GST transactions with confidence

  • Ensure correct GST coding across different types of expenses and income

  • Save time and reduce errors in GST returns

Included Templates:

  • GST Reconciliation Sheet – Keep track of transactions and ensure your figures match the records.
  • GST Coding – A handy guide to help you code transactions correctly for GST purposes.

These resources make GST compliance clearer and less time-consuming—so you can focus on supporting your clients.

Setting the right prices for your services can be tricky – but it’s crucial for running a sustainable and profitable business. As a member, you’ll get access to our Pricing Calculator to help you confidently work out what to charge.

This easy-to-use tool helps you:

  • Calculate the true cost of delivering your services
  • Set rates that reflect your value and expertise
  • Stay competitive in the market

With the Pricing Calculator, you can ensure your pricing covers your costs and supports your business growth – without second-guessing your numbers.

Taking on a new client often means stepping into work previously handled by another Bookkeeper. As a member, you’ll have access to Professional Clearance templates to help you manage this process smoothly and professionally.

Professional clearance ensures you can:

  • Obtain essential financial records and information

  • Avoid misunderstandings or duplicated work

  • Transition clients seamlessly and maintain professional courtesy

Included Templates:

  • Clearance FROM another Bookkeeper – Request the information you need when taking over a client’s accounts.
  • Clearance TO another Bookkeeper – Provide details when handing over a client to a new Bookkeeper.

These templates help protect your business relationships and ensure you start every new client engagement on the right foot.

Winning new clients starts with a clear, professional proposal. As a member, you’ll have access to Proposal Templates that help you showcase your services with confidence and set clear expectations from the outset.

These templates help you:

  • Outline your scope of work

  • Present transparent pricing and terms

  • Save time preparing documents for potential clients

Included Templates:

  • Comprehensive Proposal – Ideal for larger engagements where detailed information and terms are needed.
  • Simple Proposal – Perfect for smaller jobs or clients who prefer a straightforward summary.

Whether you’re onboarding new clients or formalising your services, these templates ensure you present your business professionally and efficiently.

Consistency is the secret to running a smooth and efficient bookkeeping business. As a member, you’ll get access to our Standard Operating Procedures (SOP) Template to help you document and streamline your day-to-day tasks.

This template helps you:

  • Identify and document repetitive tasks

  • Create clear instructions for you or your team

  • Deliver consistent, high-quality service to clients

  • Save time and reduce errors in your processes

Using SOPs ensures nothing falls through the cracks and sets the stage for excellent client satisfaction.

Want to dive deeper? Check out our free Guide Book on SOPs for more tips and examples.