{"product_id":"all-4-bundles","title":"4 Package Suite","description":"\u003ch4 dir=\"ltr\"\u003eWhat’s included: 43 documents across 4 bundles\u003c\/h4\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eBundle 01: Business Start-Up Package\u003c\/strong\u003e (14 documents)\u003cbr\u003eSet the foundations before your first client or hire. Includes:\u003c\/p\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003ePackage Overview \u0026amp; Flow Chart\u003c\/li\u003e\n\u003cli\u003eBusiness Structure Decision Guide\u003c\/li\u003e\n\u003cli\u003eABN \u0026amp; Business Name Registration Checklist\u003c\/li\u003e\n\u003cli\u003eBusiness Registration Document Tracker (Word and Excel)\u003c\/li\u003e\n\u003cli\u003eBank Account, Insurance, and Domain, Email \u0026amp; Branding setup checklists\u003c\/li\u003e\n\u003cli\u003eSoftware \u0026amp; Tools Stack (Word and Excel)\u003c\/li\u003e\n\u003cli\u003eOne-Page Lean Business Plan\u003c\/li\u003e\n\u003cli\u003eKey Compliance Dates Tracker (Word and Excel)\u003c\/li\u003e\n\u003cli\u003eImportant Business Details \u0026amp; Contacts List\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eBundle 02: Client Onboarding Package\u003c\/strong\u003e (8 documents)\u003cbr\u003eTurn a signed client into a smooth start. Includes:\u003c\/p\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003eClient Welcome Pack\u003c\/li\u003e\n\u003cli\u003eClient Intake \u0026amp; Discovery Questionnaire\u003c\/li\u003e\n\u003cli\u003eService Agreement \/ Engagement Letter\u003c\/li\u003e\n\u003cli\u003eFive-email Onboarding Email Sequence\u003c\/li\u003e\n\u003cli\u003eKickoff Meeting Agenda\u003c\/li\u003e\n\u003cli\u003eInternal Client Onboarding Checklist\u003c\/li\u003e\n\u003cli\u003eOnboarding Progress Tracker (Excel)\u003c\/li\u003e\n\u003cli\u003eConsent-based Client Details Spreadsheet (Excel)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eBundle 03: Staff Onboarding \u0026amp; Workplace Package\u003c\/strong\u003e (12 documents)\u003cbr\u003eBring in your team properly, from offer to 90 days. Includes:\u003c\/p\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003eStaff Onboarding Welcome Email\u003c\/li\u003e\n\u003cli\u003ePosition \/ Role Agreement\u003c\/li\u003e\n\u003cli\u003ePolicies \u0026amp; Procedures Manual\u003c\/li\u003e\n\u003cli\u003eIT \u0026amp; Equipment Usage Agreement\u003c\/li\u003e\n\u003cli\u003eCompany Vehicle Agreement\u003c\/li\u003e\n\u003cli\u003eVehicle Handover \u0026amp; Return Checklist\u003c\/li\u003e\n\u003cli\u003eCompany Vehicle Tracker (Excel)\u003c\/li\u003e\n\u003cli\u003eNew-Hire Onboarding Checklist\u003c\/li\u003e\n\u003cli\u003e30\/60\/90-Day Check-In \u0026amp; Probationary Review\u003c\/li\u003e\n\u003cli\u003eFull-Time \/ Part-Time Employee Contract\u003c\/li\u003e\n\u003cli\u003eCasual Employee Contract\u003c\/li\u003e\n\u003cli\u003eSubcontractor Agreement\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eBundle 04: Accounts \u0026amp; Bookkeeping Package\u003c\/strong\u003e (9 documents)\u003cbr\u003eKeep the books clean all year. Includes:\u003c\/p\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003ePackage Overview\u003c\/li\u003e\n\u003cli\u003eBranded Invoice Template with Invoice Log (Excel)\u003c\/li\u003e\n\u003cli\u003eFive Accounts Receivable Follow-Up Emails\u003c\/li\u003e\n\u003cli\u003eExpense Tracker (Excel)\u003c\/li\u003e\n\u003cli\u003eReceipts \u0026amp; Records Checklist\u003c\/li\u003e\n\u003cli\u003ePetty Cash Log (Excel)\u003c\/li\u003e\n\u003cli\u003eBank Reconciliation Log (Excel)\u003c\/li\u003e\n\u003cli\u003eSimple Cash-Flow Tracker (Excel)\u003c\/li\u003e\n\u003cli\u003eMonthly Bookkeeping Checklist\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4 dir=\"ltr\"\u003eHow the suite connects\u003c\/h4\u003e\n\u003cp dir=\"ltr\"\u003e\u003cstrong\u003eBusiness Start-Up\u003c\/strong\u003e (set the foundations) → \u003cstrong\u003eClient Onboarding\u003c\/strong\u003e (bring in revenue) → \u003cstrong\u003eStaff Onboarding\u003c\/strong\u003e (bring in your team) → \u003cstrong\u003eAccounts \u0026amp; Bookkeeping\u003c\/strong\u003e (keep it running).\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003eThe compliance dates you record at start-up are the ones you check at quarter end. The client you onboard is the one you invoice. The employee you onboard is the one you check in with at 30, 60 and 90 days.\u003c\/p\u003e\n\u003ch4 dir=\"ltr\"\u003eWhy buy the full suite\u003c\/h4\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003e\n\u003cstrong\u003eSave $146.\u003c\/strong\u003e Bought separately, the four bundles total $496. The complete suite is $350.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCompliance paperwork across the business.\u003c\/strong\u003e Covers registrations and renewal dates, service agreements, employment contracts and workplace policies, privacy and marketing consent, GST, BAS and ATO record-keeping.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFollow-ups and check-ins built in.\u003c\/strong\u003e Client onboarding emails through to a 30-day feedback check, staff reviews at 30, 60 and 90 days, and overdue invoice reminders from friendly to final notice.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOne consistent system.\u003c\/strong\u003e The same layout, colours and instructions on every page, so your paperwork looks professional and your team only has to learn one way of working.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4 dir=\"ltr\"\u003eDesigned to be used, not just downloaded\u003c\/h4\u003e\n\u003cul dir=\"ltr\"\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\u003eSpreadsheets that do the maths.\u003c\/strong\u003e GST, totals, running balances, costs and status drop-downs are pre-built.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWritten for Australian small businesses\u003c\/strong\u003e, with ABN, ASIC, GST, BAS, superannuation, Fair Work, 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\u003c\/ul\u003e\n\u003ch4 dir=\"ltr\"\u003eWho it’s for\u003c\/h4\u003e\n\u003cp dir=\"ltr\"\u003eSole traders, new company owners and small to medium businesses that want their operations and admin sorted in one go, rather than piecing together templates as each problem comes up. It suits businesses that are just starting out, and established businesses that want to replace scattered paperwork with one connected system.\u003c\/p\u003e\n\u003ch4 dir=\"ltr\"\u003eFormat \u0026amp; delivery\u003c\/h4\u003e\n\u003cul dir=\"ltr\"\u003e\n\u003cli\u003e32 Microsoft Word templates (.docx) and 11 Excel workbooks (.xlsx), organised into four numbered bundle folders\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 dir=\"ltr\"\u003e\u003cem\u003eThese templates are a general guide only and do not constitute legal, tax or financial advice. Please have your agreements, employment contracts and policies reviewed by a qualified lawyer or HR adviser, and your business structure, BAS and bookkeeping confirmed with a qualified accountant or BAS agent, before use.\u003c\/em\u003e\u003c\/p\u003e","brand":"Sorted Suite","offers":[{"title":"Default Title","offer_id":50836225720545,"sku":null,"price":399.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0850\/1284\/0673\/files\/sorted-suite-complete-01-cover.png?v=1791507098","url":"https:\/\/sortedsuite.myshopify.com\/products\/all-4-bundles","provider":"Sorted Suite","version":"1.0","type":"link"}