Bookkeeping Health Check | Masterclasses | CPE 3 hrs

Format: Level 1: Video only


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; 

  • Health Check template with instructions
  • Health Check report
  • Email templates
  • Health Check FAQs 
  • Proposal and cover letter*
  • T&Cs v1.0*

*Excludes our new T&Cs v2.0, which can be purchased separately at a discount when purchasing the PandaDoc or Practice Ignition version.

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
  • Email Templates
  • Proposal Template (Outline)

Level 3:

  • Everything from Level 2, plus
  • Health Check Report Template (Advanced)
  • Health Check Template (with Instructions)
  • Proposal Template (with Pricing Table)
  • Proposal Cover Letter

Level 4:

  • Everything from Level 3, plus
  • Health Check Template (with Instructions) in Airtable
  • Engagement Letter (available as individual product)
  • T&Cs Template v1.0* (see note above)

Level 5:

Level 6:

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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