{"title":"Home page","description":null,"products":[{"product_id":"business-start-up-package","title":"Business Start-Up Package","description":"\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eSet your business up properly from day one, in the right order and with every record in one place.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eStarting a business means making a lot of decisions in a short time. You need to choose a structure, register an ABN and business name, open a bank account, arrange insurance, secure a domain, choose your software and keep track of renewal dates. The Business Start-Up Package turns that list into a clear, step-by-step workflow, so each decision is made once, recorded properly and easy to find later.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eEvery template opens with a short \u003cem\u003eHow to Use This Document\u003c\/em\u003e guide that names the documents it connects to. You always know what to do next, and nothing gets missed between steps.\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included: 14 documents\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cem\u003eStart here\u003c\/em\u003e\u003c\/p\u003e\n\u003col dir=\"ltr\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness Start-Up Package Overview:\u003c\/strong\u003e the index and flow chart for the whole package. It shows what to use, in what order, and what each document feeds into.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp dir=\"ltr\"\u003e\u003cem\u003eStage 1: Decide \u0026amp; Register\u003c\/em\u003e\u003c\/p\u003e\n\u003col dir=\"ltr\" start=\"2\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness Structure Decision Guide:\u003c\/strong\u003e compares sole trader and company (Pty Ltd) on liability, tax, setup cost, ongoing admin, super and asset protection. It includes a decision checklist and a place to record your choice.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eABN \u0026amp; Business Name Registration Checklist:\u003c\/strong\u003e every step before and during registration, with an owner for each task.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness Registration Document Tracker (Word):\u003c\/strong\u003e an index of every certificate and confirmation you collect.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness Registration Document Tracker (Excel spreadsheet):\u003c\/strong\u003e reference numbers, issue dates, file locations and filing status, organised by category.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp dir=\"ltr\"\u003e\u003cem\u003eStage 2: Set Up Operations\u003c\/em\u003e\u003c\/p\u003e\n\u003col dir=\"ltr\" start=\"6\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness Bank Account Setup Checklist:\u003c\/strong\u003e from comparing banks to opening the account and connecting it to your other tools.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness Insurance Requirements Checklist:\u003c\/strong\u003e the core insurance types, when each typically applies and which ones you've arranged.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDomain, Email \u0026amp; Branding Setup Checklist:\u003c\/strong\u003e your domain, professional email, email deliverability settings and brand basics.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSoftware \u0026amp; Tools Stack Checklist (Word):\u003c\/strong\u003e choose your invoicing, storage and communication tools.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSoftware \u0026amp; Tools Stack (Excel spreadsheet):\u003c\/strong\u003e record each tool and its monthly cost. Annual costs and a full cost summary calculate automatically.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp dir=\"ltr\"\u003e\u003cem\u003eStage 3: Plan \u0026amp; Track\u003c\/em\u003e\u003c\/p\u003e\n\u003col dir=\"ltr\" start=\"11\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eOne-Page Lean Business Plan Template:\u003c\/strong\u003e your direction, customers, offer and revenue on a single page.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKey Compliance Dates Tracker (Word):\u003c\/strong\u003e business name renewals, BAS, tax, super and insurance dates in one place.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKey Compliance Dates Tracker (Excel spreadsheet):\u003c\/strong\u003e every recurring due date, with Not Due \/ Due Soon \/ Overdue \/ Complete status drop-downs.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eImportant Business Details \u0026amp; Contacts List:\u003c\/strong\u003e your accountant, lawyer, insurer, bank and key suppliers in one place.\u003c\/li\u003e\n\u003c\/ol\u003e","brand":"Sorted Suite","offers":[{"title":"Default Title","offer_id":50724406853857,"sku":null,"price":129.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0850\/1284\/0673\/files\/sorted-suite-business-start-up-01-cover.png?v=1791162111"},{"product_id":"client-onboarding-package","title":"Client Onboarding Package","description":"\u003cp\u003e\u003cstrong\u003eTurn a signed client into a smooth start, with every follow-up built in.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe first few weeks with a new client set the tone for the whole relationship. You need the scope agreed in writing, a warm welcome, the right information collected up front, a well-run kickoff meeting and regular check-ins until the work is up and running. The Client Onboarding Package turns all of that into one repeatable process, so every client gets the same professional experience and nothing slips between steps.\u003c\/p\u003e\n\u003cp\u003eEvery template opens with a short \u003cem\u003eHow to Use This Document\u003c\/em\u003e guide that names the documents it connects to. You always know what comes next, and your team can pick up a client at any stage.\u003c\/p\u003e\n\u003ch3\u003eWhat's included: 8 documents\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eFor your client\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Welcome Pack\u003c\/strong\u003e: a welcome letter template covering the client's account team, what happens next, what you need from them and every key date.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Intake \u0026amp; Discovery Questionnaire\u003c\/strong\u003e: 15 questions on the client's business, current situation, goals, access and approvals. It also includes an unticked marketing opt-in box, so your mailing list is consent-based from day one.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eService Agreement \/ Engagement Letter\u003c\/strong\u003e: scope of services, term, fees and GST, client responsibilities, confidentiality, intellectual property, liability, privacy, termination, dispute resolution and signatures for both parties.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOnboarding Email Sequence\u003c\/strong\u003e: five ready-to-send emails, from the welcome email through kickoff, progress, go-live and 30-day feedback. Each one comes with a suggested subject line and send timing.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKickoff Meeting Agenda\u003c\/strong\u003e: a timed 60-minute agenda with meeting details, discussion points, an action items table and next steps.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eFor your team\u003c\/strong\u003e\u003c\/p\u003e\n\u003col start=\"6\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eInternal Client Onboarding Checklist\u003c\/strong\u003e: every task from pre-signature to go-live, grouped into five stages, with an owner and notes for each task and a sign-off at the end.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOnboarding Progress Tracker\u003c\/strong\u003e (Excel spreadsheet): a pipeline overview of every client, task-by-task detail for each stage and a notes and blockers log, with drop-downs for stage and status.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Details Spreadsheet\u003c\/strong\u003e (Excel spreadsheet): a master contact list for newsletters and marketing emails. It has columns for marketing consent and preferred channel, plus a separate Do Not Contact register for anyone who unsubscribes.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003eHow it flows\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eAgree the Work\u003c\/strong\u003e → \u003cstrong\u003eWelcome \u0026amp; Gather\u003c\/strong\u003e → \u003cstrong\u003eKick Off\u003c\/strong\u003e → \u003cstrong\u003eSet Up \u0026amp; Deliver\u003c\/strong\u003e → \u003cstrong\u003eSettle \u0026amp; Review\u003c\/strong\u003e. The checklist, the email sequence and the tracker all use the same stages, so whatever you tick off in one lines up with the others.\u003c\/p\u003e\n\u003ch3\u003eDesigned to be used, not just downloaded\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eClick-and-type fields\u003c\/strong\u003e with date pickers and tickable checkboxes. All the wording stays fully editable.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWritten for Australian small businesses\u003c\/strong\u003e, with GST, the Privacy Act 1988 (Cth) and the Spam Act 2003 (Cth) in mind.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eA consistent, professional format\u003c\/strong\u003e on A4 pages, in a clean design that looks right on screen and in print.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBuilt to connect.\u003c\/strong\u003e This package is the second of the four Sorted Suite bundles. It builds on the Business Start-Up Package and works alongside the Staff Onboarding and Accounts \u0026amp; Bookkeeping packs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eService businesses, consultants, agencies, bookkeepers, trades and other small to medium businesses that take on new clients regularly and want every client onboarded the same way, without rebuilding the paperwork each time.\u003c\/p\u003e\n\u003ch3\u003eFormat \u0026amp; delivery\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e6 Microsoft Word templates (.docx) and 2 Excel workbooks (.xlsx)\u003c\/li\u003e\n\u003cli\u003eInstant digital download after purchase. No physical product is shipped.\u003c\/li\u003e\n\u003cli\u003eBest used in Microsoft Word and Excel. The files can also be opened in Google Docs, Google Sheets and Pages, though some formatting and fillable fields may vary.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eThese templates are a general guide only and do not constitute legal or financial advice. Please have your Service Agreement reviewed by a qualified lawyer, and confirm your privacy and marketing obligations, before use.\u003c\/em\u003e\u003c\/p\u003e","brand":"Sorted Suite","offers":[{"title":"Default Title","offer_id":50724457677025,"sku":null,"price":109.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0850\/1284\/0673\/files\/sorted-suite-client-onboarding-01-cover.png?v=1791163803"},{"product_id":"staff-onboarding-package","title":"Staff Onboarding Package","description":"\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eStaff Onboarding Package: Australian Small Business Templates\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eEverything you need to bring on a new employee or subcontractor, from the welcome email to the Day 90 probation review. All 15 documents refer to each other and are written for Australian businesses (Fair Work, ATO, super and WHS).\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included (editable Docs \u0026amp; Xls):\u003c\/strong\u003e\u003cbr\u003e• New-Hire Onboarding Checklist (Pre-Start to Day 90) + 30\/60\/90-Day Check-In \u0026amp; Probation Review Template\u003cbr\u003e• Position \/ Role Agreement\u003cbr\u003e• IT \u0026amp; Equipment Usage Agreement\u003cbr\u003e• Company Vehicle Agreement\u003cbr\u003e• Vehicle Handover \u0026amp; Return Checklist\u003cbr\u003e• Company Vehicle Tracker (Excel)\u003cbr\u003e• Staff Welcome Email: collects TFN, bank and super details\u003cbr\u003e• Employee Handbook starter template\u003cbr\u003e• Employee Details Spreadsheet: TFN, super fund, pay rate and bank details in one place (Excel)\u003cbr\u003e• Subcontractor Agreement\u003cbr\u003e• Casual Employee Contract\u003cbr\u003e• Full-Time \/ Part-Time Employee Contract\u003cbr\u003e• BONUS: Policies \u0026amp; Procedures Manual with step-by-step workplace procedures\u003cbr\u003e• Start Here guide showing the order to use each document\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cem\u003eThese templates are a general guide only and are not legal or financial advice. \u003c\/em\u003e\u003c\/p\u003e","brand":"Sorted Suite","offers":[{"title":"Default Title","offer_id":50724485857505,"sku":null,"price":159.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0850\/1284\/0673\/files\/01_cover.png?v=1791165540"},{"product_id":"accounts-amp-bookkeeping-package","title":"Accounts \u0026amp; Bookkeeping Package","description":"\u003cp\u003e\u003cstrong\u003eKeep your books clean all year round, from the first invoice to tax time.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eMost small-business bookkeeping problems start small: an invoice nobody followed up, a receipt that faded in a drawer, a bank balance that hasn't matched the books for months. You need invoices that go out properly, a polite way to chase late payments, every expense and receipt recorded, the bank reconciled and a clear view of cash flow. The Accounts \u0026amp; Bookkeeping Package turns all of that into one simple monthly routine, so your records stay accurate and ready for BAS and your accountant.\u003c\/p\u003e\n\u003cp\u003eEvery template opens with a short \u003cem\u003eHow to Use This Document\u003c\/em\u003e guide that names the documents it connects to. You always know what comes next, and the files are numbered in the order you use them.\u003c\/p\u003e\n\u003ch3\u003eWhat's included: 9 documents\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eStart here\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccounts \u0026amp; Bookkeeping Package Overview\u003c\/strong\u003e: the index and document flow for the whole package. It shows what each template does, when to use it and how often.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eDay to day\u003c\/strong\u003e\u003c\/p\u003e\n\u003col start=\"2\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eBranded Invoice Template\u003c\/strong\u003e (Excel spreadsheet): enter your business, bank and GST details once, then issue tax invoices with your ABN, the client's ABN, GST and totals ex and inc GST. Only the invoice prints, ready to save as a PDF and send. An Invoice Log tab tracks every invoice through to payment, with balance due, status and days overdue calculated for you.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccounts Receivable Follow-Up Email Templates\u003c\/strong\u003e: five ready-to-send emails, from a friendly reminder before the due date through to a final notice at 30+ days overdue. Each one comes with a suggested subject line and send timing.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpense Tracker\u003c\/strong\u003e (Excel spreadsheet): log every expense with category and payment-method drop-downs. 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It confirms when the two agree.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSimple Cash-Flow Tracker\u003c\/strong\u003e (Excel spreadsheet): cash in and cash out for each month from July to June, with closing balances that roll forward automatically, so you can spot a shortfall well before it arrives.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly Bookkeeping Checklist\u003c\/strong\u003e: the month-end close routine that ties every document together, covering income, expenses, petty cash, bank reconciliation, cash flow and compliance, with a sign-off at the end.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003eHow it flows\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eSet Up Once\u003c\/strong\u003e → \u003cstrong\u003eAs It Happens\u003c\/strong\u003e → \u003cstrong\u003eWhen Payment Is Late\u003c\/strong\u003e → \u003cstrong\u003eMonth End\u003c\/strong\u003e → \u003cstrong\u003eQuarter \u0026amp; Year End\u003c\/strong\u003e. 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It picks up where the Client Onboarding Package leaves off and works alongside the Business Start-Up and Staff Onboarding packs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eSole traders and small to medium businesses that do their own books or want a tidy system to hand to a bookkeeper. It also suits businesses that want to get on top of invoicing, receipts and cash flow before moving to accounting software, or to use alongside it.\u003c\/p\u003e\n\u003ch3\u003eFormat \u0026amp; delivery\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e4 Microsoft Word templates (.docx) and 5 Excel workbooks (.xlsx)\u003c\/li\u003e\n\u003cli\u003eInstant digital download after purchase. No physical product is shipped.\u003c\/li\u003e\n\u003cli\u003eBest used in Microsoft Word and Excel. 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