Practical downloads and simple guides to help you stay organised and compliant
Resources for Small Business Owners
Explore free resources created by our Gold Coast bookkeeping team. From ATO deadlines to setup checklists and how-to guides, everything here is designed to save you time and reduce stress.
Never miss another BAS, Super, or TPAR deadline
2025 ATO Key Dates Calendar
Download our simple calendar with all key ATO due dates for the year. Add it to your office wall or keep it on your desktop for quick reference.
- What is included in the 2025 ATO calendar:
- Quarterly BAS
- Monthly BAS and IAS
- Super due dates
- TPAR
- Annual STP finalisation
Start with the basics
Clear, concise guides you can use right away.
New Client Onboarding Checklist
What to provide when you start with a bookkeeper.
Month-End Bookkeeping Checklist
Keep accounts tidy and ready for reporting.
Expense Documentation Guide
How to capture receipts efficiently.
Payroll Setup Guide
Essentials for pays, super, and STP compliance.
Quarterly BAS Prep Checklist
What to confirm before we lodge.
Simple templates for everyday tasks
Easy-to-use files that plug into your current workflow.
Cash Flow Tracker (Spreadsheet)
A simple view of money in and out.
Supplier Payments Sheet (Spreadsheet)
Track due dates and amounts.
Receipt Capture Starter (PDF)
The fastest way to standardise how your team sends in receipts.
Chart of Accounts Starter for Xero or MYOB (Spreadsheet)
A clean baseline for small service businesses.
Helpful articles from our team
Short, practical reads for busy business owners.
DIY vs Professional Bookkeeping
Why doing it yourself can cost more in time and penalties.
Xero vs MYOB for Small Business
How to choose and what to consider.
Payroll Basics
STP, super, and common mistakes to avoid.
How to Prepare for BAS
A 30-minute checklist before lodgement.
NDIS Provider Bookkeeping Essentials
What matters most for providers and coordinators.
Built for real businesses on the Gold Coast
Whether you are a tradie, NDIS provider, legal practitioner, or a professional service, these resources are designed to help you stay organised, compliant, and confident with your numbers.
How to use these resources
Download
Download the tools that fit your workflow.
Share
Share them with your team so everyone follows the same process.
Need help?
Contact us if you want help implementing them in Xero or MYOB.
Note: These resources provide general information only and are not financial or legal advice.
Questions Business Owners Often Ask
Bookkeeping and BAS don’t have to be stressful. These are the most common questions Gold Coast business owners ask.
Do I need to be a client to use these resources?
No. They are free for any small business owner.
Can you help me implement a template in Xero or MYOB?
Yes. We can help set up and customise for your business.
Will you update the ATO Key Dates Calendar each year?
Yes. We publish a new version annually.
Can I share these documents with my team?
Yes. Please keep the original attributions.
Is this financial advice?
No. These resources are general in nature. Please speak with your accountant for advice specific to your situation.
Need help putting this into practice?
Book a free consultation. We will set you up with clean systems and show you how to keep everything on track.
