bookkeeping templates, Docs, Templates & Forms, The Savvy Bookkeeper

Are you ready to streamline your workflow with Bookkeeping Templates?

Our customised bookkeeping templates, documents and forms will not only look great but will also allow you to send documents easily and collect eSignatures from your clients.

Are you ready to streamline your workflow with Bookkeeping Templates?

Our customised bookkeeping templates, documents and forms will not only look great but will also allow you to send documents easily and collect eSignatures from your clients.

Are you tired of sending ugly documents to your clients? Or spending ages putting proposals together?

When things don’t run smoothly in our business, we often just deal with it when we have to, and don’t think about it until it bothers again. This circle is repeated over and over, and our processes stay inefficient and annoying to use. But did you know there is another way??

Introducing Bookkeeping Templates and Forms! Imagine having an onboarding form that you can easily use to capture all your clients’ details so you don’t need to send follow up requests for things you forgot to ask for the first time. And how great would it be to have templates for all your authorisation and lodgement documents that are easy to use, are signed using eSignature (paperless!), and are custom designed to match your business’s branding?

We have loads of options to choose from, and if there’s something you want and we don’t offer it, let us know! We’re here for you. 

bookkeeping templates are easy to use

Easy to Use

These custom bookkeeping templates are so easy to use you won’t believe you waited so long to try them. “Click” – Create document from template, “Click Click” – Enter any details that haven’t auto-populated, “Click” – Sent!

bookkeeping templates with custom design

Custom Design

We take the time to match fonts and colours with your business branding, include your information such as BAS Agent number and registration image, and your business logo and contact details, to make your documents stand out for your clients.

bookkeeping templates with custom design
esignature for bookkeeping templates

ESignature

Do you often need to chase signatures for your documents? These bookkeeping templates allow you to set reminders for you clients to sign so they won’t forget, and automatically notify you when they’ve been viewed, signed and completed.

How does it work?

What formats are the templates available in?

Our Bookkeeping Templates are available in 3 formats

Forms are set up and used through Airtable. If you don’t have an Airtable account you can set one up and use it for free!

What is the process?

If you want Word Doc versions, we will send you the templates by email.

If you use PandaDoc, we will send you a form to provide us with your business and branding details, create the templates for you, and then transfer them to your PandaDoc account.

If you use Practice Ignition, we will send you a form to provide us with your business details, and then set them up in your account for you.

For forms, we will share them with you via Airtable.

How much does it cost?

These prices cover the bulk of our templates. More advanced templates such as Engagement Letters may vary in price.

Word Docs and Airtable forms are $75+GST each.

PandaDoc Templates are $100+GST each for the template without custom branding, or $150+GST each for the template with custom branding.

Practice Ignition set up is $150+GST for each template.

If you purchase 4 or more templates of the same price at one time the price is reduced by 30% per template.

How long does it take?

We aim for a 5 business day turnaround from the day payment is received. This can vary if changes are required or information is delayed in being provided.

What bookkeeping templates do we offer?

If there is something you need that isn’t on this list, let us know and we will see if we can add it for you! Similarly, if you have your own Word Doc templates and you would like them “PandaDoc-ified” get in touch as we can do this too.

N

BAS Provider Authority

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SuperStream Authority

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BAS Lodgement Authority

N

IAS Lodgement Authority

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Payroll Tax Lodgement Authority

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TPAR Lodgement Authority

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STP 12 Month Enduring Authority

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STP Single Pay Event (for businesses not eligible for 12 Month Enduring)

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STP Opt-In Authority

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STP EOFY Finalisation Authority

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Bookkeeping Engagement Letter with T&Cs (price points excluding GST: $225, $300, $450)

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Onboarding & Initial Consult Airtable Form

Testimonials from happy bookkeepers

The Savvy Team did a great job helping me with all my forms and authority documents via PandaDoc. I’ve just sent out my first e-document forms to my busy all men clientele who all said it was quick and easy. Brilliant!

I also sent out my first proposal to a lady on the east coast and felt it conveyed that my business was professional and organised. Not got the signed proposal back yet 😬 but fingers crossed! Definitely feeling much more confident in my ATO compliance and systematised approach to my business. Who doesn’t love being organised!! 👏👏

Thanks again and for anyone thinking about getting Savvy to sort out there e-documents, it is a great investment in your business. 🤩

Jessica Kinder

Owner, JK Bookkeeping

I used Savvy to assist with templates in Panda Doc as it was out of my league and I simply didn’t have the time. Since receiving the templates it has streamlined by business processes and provides a much more professional approach. Thanks team!

Marni Bricknall

Owner, South East Business Services

Are you ready to streamline your workflow with Bookkeeping Templates?

Book a free consultation today and get branded templates that save you time.

bookkeeping templates, Docs, Templates & Forms, The Savvy Bookkeeper