4 Package Suite

What’s included: 43 documents across 4 bundles

Bundle 01: Business Start-Up Package (14 documents)
Set the foundations before your first client or hire. Includes:

• Package Overview & Flow Chart
• Business Structure Decision Guide
• ABN & Business Name Registration Checklist
• Business Registration Document Tracker (Word and Excel)
• Bank Account, Insurance, and Domain, Email & Branding setup checklists
• Software & Tools Stack (Word and Excel)
• One-Page Lean Business Plan
• Key Compliance Dates Tracker (Word and Excel)
• Important Business Details & Contacts List

Bundle 02: Client Onboarding Package (8 documents)
Turn a signed client into a smooth start. Includes:

• Client Welcome Pack
• Client Intake & Discovery Questionnaire
• Service Agreement / Engagement Letter
• Five-email Onboarding Email Sequence
• Kickoff Meeting Agenda
• Internal Client Onboarding Checklist
• Onboarding Progress Tracker (Excel)
• Consent-based Client Details Spreadsheet (Excel)

Bundle 03: Staff Onboarding & Workplace Package (12 documents)
Bring in your team properly, from offer to 90 days. Includes:

• Staff Onboarding Welcome Email
• Position / Role Agreement
• Policies & Procedures Manual
• IT & Equipment Usage Agreement
• Company Vehicle Agreement
• Vehicle Handover & Return Checklist
• Company Vehicle Tracker (Excel)
• New-Hire Onboarding Checklist
• 30/60/90-Day Check-In & Probationary Review
• Full-Time / Part-Time Employee Contract
• Casual Employee Contract
• Subcontractor Agreement

Bundle 04: Accounts & Bookkeeping Package (9 documents)
Keep the books clean all year. Includes:

• Package Overview
• Branded Invoice Template with Invoice Log (Excel)
• Five Accounts Receivable Follow-Up Emails
• Expense Tracker (Excel)
• Receipts & Records Checklist
• Petty Cash Log (Excel)
• Bank Reconciliation Log (Excel)
• Simple Cash-Flow Tracker (Excel)
• Monthly Bookkeeping Checklist

How the suite connects

Business Start-Up (set the foundations) → Client Onboarding (bring in revenue) → Staff Onboarding (bring in your team) → Accounts & Bookkeeping (keep it running).

The 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.

Why buy the full suite

• Save $146. Bought separately, the four bundles total $496. The complete suite is $350.
• Compliance paperwork across the business. Covers registrations and renewal dates, service agreements, employment contracts and workplace policies, privacy and marketing consent, GST, BAS and ATO record-keeping.
• Follow-ups and check-ins built in. 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.
• One consistent system. 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.

Designed to be used, not just downloaded

• Click-and-type fields with date pickers and tickable checkboxes. All the wording stays fully editable.
• Spreadsheets that do the maths. GST, totals, running balances, costs and status drop-downs are pre-built.
• Written for Australian small businesses, with ABN, ASIC, GST, BAS, superannuation, Fair Work, the Privacy Act 1988 (Cth) and the Spam Act 2003 (Cth) in mind.
• A consistent, professional format on A4 pages, in a clean design that looks right on screen and in print.

Who it’s for

Sole 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.

Format & delivery

• 32 Microsoft Word templates (.docx) and 11 Excel workbooks (.xlsx), organised into four numbered bundle folders
• Instant digital download after purchase. No physical product is shipped.
• Best 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.

These 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.