Courses and Resources

My courses and resources are specifically for small and solo accounting practice owners.
All courses are online and self paced – don’t forget to count them as CPD hours and join in the monthly Q & A hour with me across in The Balanced Firm Community.

Courses

RELAUNCHING SOON

Accounting Practice Management Courses

5 Steps to a Balanced Firm

Find Your Practice Sweet Spot

Master the 5 pillars of a successful, sustainable and profitable practice. Work at your own pace and in your own time through each of the pillars. Engaging and practical content is delivered in video lessons, templates, notes and worksheets and you will be achieving balance in your practice in no time! 

$997

RELAUNCHING SOON

Accounting Practice Management Courses

Power Up Your Profits

Master the numbers that matter in your practice and pop the hood on your own business to gain clarity and strategies that increase your bottom line at any stage of practice ownership. Work at your own pace and in your own time through each of the modules. Engaging and practical content is delivered in video lessons, templates, notes and worksheets and you will be upping your wage, your prices and your practice and life success levels in no time! 

$997
Accounting Practice Management Courses

How to Offer Profitable Tax Planning Services to your SME Clients - available annually from March

Everything you need to articulate, introduce, price, market, prepare and deliver your tax planning service.

Templates, marketing material, questionnaire, scripts, procedures, excel worksheet and report, strategy list, meeting agenda, letters and distribution minutes.

$997

Resources

NEW

Accounting Practice Management Courses

2022/2023 Pricing Guide and Menu of Services

Take the emotion out of your pricing and charge what you are worth!

It’s an excel spreadsheet of nearly 70 of the most common services accounting practices provide.

I share the fees I charged back in 2016 which my clients happily paid and have indexed them to the year 2022/2023 and added a few tweaks here and there.

$197
Accounting Practice Management Courses

Tax Time Bundle for Individual ITR Clients - available annually from 31 May

Everything you need to deliver an efficient, streamlined and profitable ITR service to your individual clients without compromising on quality and thoroughness.

Client questionnaire, pricing list and guide, short form engagement letter, email scripts, workpapers, front cover, logbook.

$597

Testimonials

Our Happy Clients

Just wanted to say thank you so much for my tax bundle, especially with my logo already placed.
Love your workpapers, they are clear, concise and to the point whilst also looking attractive and professional.
Am going to definitely put them all to good use.
Thank you for supporting our businesses.

Tracey Orr

Thank you sooo much Amanda!
It looks amazing and cant wait to use it!!!!

Manpreet Kaur

Menu

Pricing Guide and Menu Services

Tax Time Bundle