ICB Resource Kit

Information and guidance on development of being a bookkeeper or running a bookkeeping business.

Useful for

All employed and contract bookkeepers and BAS Agents.

Context Introduction

A professional bookkeeper needs to establish their expertise, their knowledge and their processes. A Business of bookkeeping also needs to concentrate on their credibility statements.

This area provides step by step processes to personal and business development.

For all templates, client information sheets and checklists - refer to the templates resources.

Guidance Manuals and Checklists

1. All Templates, Checklists and Authority Forms
2. What You Can Legally Do
3. ICB Conference March 2011 - Engaging and Working with Clients
4. ICB Conference March 2012 - Bookkeepers Embracing the Changes in 2012
5. ICB Conference March 2013 - The Cloud, Bank Feeds and Technology
6. ICB Conference March 2014 - Essential Learning, Essential Knowledge
7. ICB Conference March 2015 - Bookkeeping - Now and the Future
8. Developing your Business of Bookkeeping
9. ICB Pathway to Credibility
10. How to Engage with a Client

Detailed Information and Process

1. Accountants Interaction Kit for Bookkeepers
2. ASIC Agent - Become One
3. Audit, Statement of Review
4. Bring Clients an Outside View to their Business
5. Charge Rates
6. Confronting a Dodgy Client - A Real Life Scenario
7. Dispute Resolution
8. Disposing of Client Records
9. Engaging a Bookkeeper
10. Engagement Letter Template
11. Export of Goods and Services
12. Fixed Fees - Debunking Myths
13. Fixed Fees - Moving Towards
14. Initial File Review Checklist - PDF | Word
15. Insolvent Clients - What if the Business Cannot Pay Their Bills
16. List of Things to Avoid
17. Marketing
18. Meetings - Tax Considerations
19. Outsourcing Overseas
20. Right of Lien - Retaining Client's Property
21. Security and Privacy
22. Shoebox Clients, Challenges of Taking on
23. Site Report, Following a Bookkeepers Visit
24. Software Company Partner Programs
• MYOB
• Intuit QBO
• Reckon
• Saasu
• Xero
25. Starting a New business - Some ICB Tips
26. Your Personal End of Year Review

Updated: 1st October, 2014