Do you seriously need to streamline your bookkeeping business workflow?

We help busy bookkeepers to stop wasting precious time on non-billable admin work – like sending docs and getting them signed. 

We can save you many hours, dollars and all the stress by setting up your engagement, lodgement, and even your pricing catalogues and letters.

Payroll

New employee welcome packs for onboarding your own staff, or your client’s staff.

Branded bookkeeping business template packages will take care of your…

Engagement

Win more new clients quickly by sending professional engagement letters.

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Lodgements

Send lodgements out for signing with detailed reports.

Package Pricing

Pricing catalogues for those who offer packages in addition to hourly rates.

we use PandaDoc to help bookkeepers with…

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e-signatures

Stop chasing clients; set and forget with automated reminders.

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Branded templates

Demonstrate tech-savvy to potential clients with branded docs.

Integration

Connect with favourite CRMs and apps like Dropbox, Google Drive, Xero & Stripe.

Activity tracking

Track received, viewed and signed, plus time-on-page analytics.

PANDADOC SET UP Packages

Using PandaDoc as the the platform, we help you to set up your engagement and lodgement letters, so you can impress clients with your tech savvy whilst keeping their documents in one place. These packages also streamline your process for sending custom proposals to new clients.

 

PRICING SET Up PACKAGES

These packages require you to have an existing PandaDoc account. The CUSTOM package requires that you have already designed your own pricing packages. If you need help designing your pricing packages, please complete our pricing training or book a private session.

 

DOCUMENTS & PRICING SET UP PACKAGES

 

These packages require you to have an existing PandaDoc account. The COMPLETE package requires that you have already designed your own pricing packages.If you need help designing your pricing packages, please complete our pricing training or book a private session.

 

Things you need to know

Is the PandaDoc Subscription included in the Price?

No. You will need to have a PandaDoc subscription which you pay directly to them. Visit Pandadoc.com to start a free PandaDoc trial.

Which PandaDoc Subscription should I get?

You will need to purchase the Business or Enterprise Subscription as they both allow us to create a drag-and-drop content library.

What if I don't need all the templates? Can I customise the packages?

At the moment we are not offering custom packages, apart from the custom pricing catalogue.

How can I pay for my package?
Click order now, select payment option and pay via Credit card.
How long does the set up process take?

Up to 10 business days. Sometimes earlier if you’re lucky!

What do I need to provide?

You will receive a New Client Form where you will provided us with your business details, contact details and business registrations. You can also upload your business logo, and your TPB logo into the form.

Do I need to provide my own templates or engagement letter?

If you’re a Pure Bookkeeping Licensee we use the standard Pure Bookkeeping engagement letter.

If you’re not a Licensee we use the ABN or ICB engagement letter. Or one that you provide.

What if I still have questions?
You can complete the PandaDoc training email series, http://bit.ly/savvypandadoc1 or book a free consult https://calendly.com/amyhooke/pickmybrain.

Happy bookkeeper testimonials

#DOCSOLUTIONS

I am just loving PandaDoc. I got heaps of lodgements done in one go today.

Great to see when docs were opened and signed. One client replied “thanks Kate, so easy!”

Doing the happy dance as I had such a productive day.

Kate Morris

Owner, Saasy Management, North Sydney, NSW

#DOCSOLUTIONS

A big shout out to Amy Hooke for her assistance with setting up Pandadoc with templates.

I was so busy with clients I had no time to set up the system.

Now I can go through the engagement process with my clients confidently and easily. What a legend!

Terri Wilson

Owner, On The Tools Bookkeeping

Business in a box

Add value to your bookkeeping clients

Pricing plans

Find out how affordable it is to implement this convenient system in your own business.

If you’re looking for an additional income stream, and a value-added service to offer your clients, the EpicPanda plan gives you the training you need. Manage your clients payroll onboarding, or business proposales. Create branded templates for your clients in their own portal.

#DOCSOLUTIONS

For anyone who is thinking about getting on board with PandaDoc, and having the lovely Amy Hooke set it up for it…do it!!

It’s super easy to use. I literally logged in, all the templates were there, I just had to add in a few details and it they were ready to send off for signing.

Danielle Rule

Owner, Rule The Books Bookkeeping, Albany, WA