Practice management for VAs & bookkeepers

Everything scattered.
Then, sorted.

Meetings, checklists, timesheets, clients and reports. The whole practice, held in one calm system instead of six open tabs.

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Plans from $14.99 a month including GST, with a 14-day free trial.

See what's inside โ†“

What's inside

One practice. One system.

Every part of a VA or bookkeeping day, in a single place, built from real client work, not a generic template.

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Today's Focus

One dashboard for what actually matters today: pinned tasks, today's meetings, compliance items and BAS reminders, Outlook included.

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Meetings & Outlook Sync

Two-way calendar sync, invite confirmation before anything sends, and proper update flows when details change.

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Checklists

Pick what a client needs (EOM, Quarterly, Onboarding and more) and their checklists build themselves, grouped and collapsible per client.

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Timesheet

Live timer or manual entry, session notes captured as you go, searchable later.

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Clients & Onboarding

Full profiles, package pricing, automatic check-in reminders, and a visual onboarding pipeline.

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Reports & Income

Rate-check against target hourly rates, real dollar gain/loss, and hours per client across the last 12 months.

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Compliance & CPE

Registration and insurance renewals that surface themselves when due, plus a CPE register with rolling hour-requirement tracking.

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Templates & Documents

Email libraries, checklist templates, document workflows, and missing-doc tracking so nothing slips through.

Every detail

The full feature guide

For when you want the complete picture. Open any section below.

Plans

Pay for what you use

Start with the essentials, add more as your practice grows, or ask for a custom mix built around exactly what you need.

Plans from $14.99 a month including GST. Every plan starts with a 14-day free trial.

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Starter

Up to 5 clients and the core features, for a practice that's just getting going.

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Pro

A few extra time-savers unlocked: Outlook sync, Reports, Templates and more.

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Enterprise

Full access: unlimited clients, Payroll, the BAS Portal, everything the practice needs.

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Custom

Not a perfect fit? Tell me what you need and I'll build a plan around it.

Ready to get sorted?

Want to find out more? Tell me a little about your practice and I'll be in touch.

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