Accounting packs
For bookkeepers, accountants, payables and receivables teams, tax preparers and auditors.
Coming soon
Tell us which ones you want; the packs people ask for come first.
- I want this pack: Bookkeeping pack
Bookkeeping pack
Categorize transactions, reconcile accounts and explain the books to small business owners
- I want this pack: Accounts payable pack
Accounts payable pack
Process and code invoices, answer supplier questions, and write payment run and exception notes
- I want this pack: Accounts receivable and collections pack
Accounts receivable and collections pack
Write invoices, statements and collection letters, and handle disputes, payment plans and credit holds
- I want this pack: Payroll pack
Payroll pack
Check payroll runs, explain pay slips and deductions, and answer employee pay and tax form questions
- I want this pack: Business tax pack
Business tax pack
Organize records for business tax filings, track sales and payroll tax, and draft notes for the tax adviser
- I want this pack: Individual tax pack
Individual tax pack
Gather what a return needs, explain returns and tax notices in plain words and answer tax season questions
- I want this pack: External audit pack
External audit pack
Plan audit work, document testing, write findings and draft management letters
- I want this pack: Internal audit pack
Internal audit pack
Scope reviews, test controls, write findings and track agreed actions to closure