Bookkeeping Health Check | Masterclasses | CPE 3 hrs


Format: Level 1: Video only
Price:
$50excl. GST

Description

Smart bookkeepers store knowledge in their head. Savvy Bookkeepers use templates.

Systemise your knowledge, reduce your risk and win more bookkeeping clients with The Savvy Bookkeeper's value-packed online masterclass. Learn exactly how to do Bookkeeping Health Check & Scope Rescue jobs. Register now for On-Demand access.

Depending on which package you select, you'll also receive some, or all, of the following templates (all in Excel or Word Doc format unless otherwise stated): 

  • Health Check template with instructions
  • Health Check report
  • Email templates
  • Health Check FAQs 
  • Proposal Template (Outline)
  • Engagement Letter v1 with T&Cs Outline*
  • Engagement Letter v2 with Full T&Cs*

*Find out more about the Engagement Letters: they can also be purchased separately.

Level 1:

  • 90 minutes video training replay
  • 2 x Audio Teachings
  • Health Check FAQs
  • Health Check Report Template (Basic)

Level 2:

  • Everything from Level 1, plus
  • Health Check Example
  • Health Check Template (Basic)
  • Initial Consult Form
  • 4 x Email Templates
  • Proposal Template (Outline)

Level 3:

Level 4:

Level 5:

  • Everything from Level 4, plus
  • Engagement Letter v2 with Full T&Cs - PandaDoc Template (transferred to your account) or Practice Ignition Template (.docx download with Practice Ignition formatting and placeholders) (available as individual product - read more here)

Level 6:

  • Everything from Level 4, plus
  • Engagement Letter v2 with Full T&Cs - PandaDoc Custom or Practice Ignition Custom with your business information added by us and uploaded to your preferred software account (available as individual product - read more here)

 Note on Delivery: 

  • PandaDoc Templates, PandaDoc Custom, and Practice Ignition Custom are added to your account within 2 business days of purchase. This may take longer for Custom options, depending on receival of business information to include.
  • All other templates are available for instant download.

Trainer Bio: Amy Hooke is the host of The Bookkeepers' Voice podcast. She's also the founder of Off The Hook Bookkeeping and The Savvy Bookkeeper. 

After 20 years of delivering exceptional results to business owners, Amy now dedicates her time and resources to educate, equipped and empower her colleagues to do the same for their clients.

Amy combines a laid-back training style with humour and empathy, to make the learning experience enjoyable. Whilst providing value and practical steps which you can apply immediately in your business.

CPE for BAS Agents: 1.5 hours structured + 1.5 hours unstructured

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