Bookkeeper Agent, end to end.
Run a bookkeeping firm from intake through lodgement, invoicing, and annual review — one agent, every workflow.
Built for
What it does.
Drop this bundle into your agent and hand it the entire desk: new client intake, engagement letters, tiered fixed-fee quoting, monthly close rhythm, BAS/VAT/sales-tax lodgement, firm billing and direct debit, tech-stack onboarding (Xero/QBO/MYOB/Sage plus Hubdoc/Dext), source-doc chasing, deadline rescue, post-lodgement reviews, and a Friday WIP report. From the first email from a tradie with a shoebox of receipts to the EOY meeting twelve months later—one agent handles every step.
Built for solo bookkeepers, BAS agents, contract CFOs, and small firms (1–15 staff) drowning in chase emails and compliance deadlines. Works across AU, NZ, UK, US, and Canada. The bundle maps every framework—BAS vs VAT vs MTD vs sales tax, TPB vs HMRC vs IRS vs CRA, AS 1140 vs GAAP vs IFRS for SME, super vs auto-enrolment vs 401(k), STP Phase 2 vs RTI vs W-2/1099 vs T4. Maintains a running learnings file so the agent gets sharper each week, tracking which client tiers win on margin, which industries send docs on time, where you're losing recoverable hours, and which referral partners actually convert.
Twelve skills cover the full loop: intake qualification, one-off job quoting, monthly package quoting, weekly workflow and capacity allocation, BAS/VAT/compliance lodgement, firm invoicing and receivables, client tech-stack setup, emergency deadline rescue, monthly close calendar and rhythm, referral partner cultivation, post-lodgement follow-up and annual reviews, and a weekly firm report. Templates for engagement letters, quotes, invoices, compliance packs, and email/SMS chases included. Lodgement is licensed activity—the agent reads your registration and refuses to lodge what you're not registered for.
What’s inside.
Everything you need in the bundle. No tutorials. No assembly.
- 01Twelve skills covering intake through lodgement: qualification, quoting (one-off and monthly), workflow and capacity management, BAS/VAT/payroll compliance, firm invoicing and receivables, client tech-stack setup (Xero, Hubdoc, bank feeds, A2X, payroll software), emergency triage, monthly close rhythm, referral partner outreach, follow-up and annual reviews, and weekly firm reporting
- 02Fixed-fee scope templates for catch-up, EOY clean-ups, BAS-only filings, audit support, and monthly packages (three tiers: Compliance, Basic, Full-service, plus CFO-lite). Engagement letters scoped to tier, boilerplate exclusions, and direct-debit payment setup via GoCardless/Stripe/Ignition
- 03Monthly close calendar locked to the same days every month: source-doc sweep (days 1–7), coding and reconciliation (8–14), partner review and management report (15–21), BAS prep (22–28). Quarterly lodgement calendar for BAS (AU), VAT (UK), 941 (US), GST/HST (CA). Regional reference maps all frameworks: AU/NZ/UK/US/CA requirements, tax labels, payroll regimes, professional bodies, AML supervision, deadline dates
- 04Business-config template (firm registrations, service tiers and pricing, capacity, workflow dates, software stack, client tiering, banned phrases) and learnings-template (running log of ROI by service tier, margin by industry, client tiering, quote conversion, source-of-new-client tracking, what lifts and hurts margin, referral partner performance) updated every Friday from the weekly report
- 05Email and SMS chase templates: friendly receipt nudges (day 3), escalating to direct (day 7) and partner-level (day 12). Post-lodgement check-ins, Day-7 review requests (Google, LinkedIn), Day-30 report checks, Day-90 relationship touches, Day-365 annual review meeting prep and follow-up. Receivables chase at 31, 61, and 90+ days with disengagement letter for >90 days ignored
- 06Weekly firm report template: WIP by client, hours by partner/senior/junior, receivables aging, capacity vs commitments, lodgement calendar for next 90 days, MRR tracking, package attach rate, lodgement on-time rate. Feeds learnings file with signals on what's working (keep doing), what's hurting margin (stop), and what to test next week
- 07Integrated into Karbon, Ignition, Jetpack Workflow, Xero, QBO, MYOB, Sage, Hubdoc, Dext, A2X, GoCardless, Stripe, and other tools via configuration. Agent surfaces alerts for missed deadlines, late receivables, over-committed capacity, lodgements at risk, and disengagement signals. Non-negotiable: firm must hold the right registration (TPB/HMRC/RAC/PTIN) to lodge—agent refuses lodgement if not registered
Drop it in. Press go.
- №01
Download
Buy once, get the bundle by email and on your dashboard.
- №02
Drop it in
Upload the files to your agent.
- №03
Connect
Wire up your tools with the setup notes.
- №04
Press go
The agent runs. You handle the people part.
Things people ask.
$249
Bookkeeper Agent, end to end.