The DocChase Journal
Field notes for solo accounting practices
Templates, playbooks and unfashionable advice for Australian bookkeepers, BAS agents and tax accountants who'd like their evenings back.
EOFY Document Chase: The 6-Week Countdown for Solo Bookkeepers
A week-by-week EOFY document chase plan for solo Australian bookkeepers — what to ask for, when to send it, and how to land 30 June without weekend work.
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What Documents Do You Actually Need for BAS? A Simple List for Clients
A plain-English list of the documents your bookkeeper or BAS agent needs each quarter — what to send, what to skip, and how to send it once.
Read: What Documents Do You Actually Need for BAS? A Simple List for Clients
The July Tax Time Recovery Plan: How to Catch Up When Clients Are Late
A calm, step-by-step recovery plan for Australian accountants and bookkeepers running behind in July — what to triage, what to drop, and how to claw back capacity.
Read: The July Tax Time Recovery Plan: How to Catch Up When Clients Are Late
Quarterly BAS Deadline Reminders: How to Automate Client Follow-Ups
How to set up automated BAS deadline reminders and client follow-ups so quarterly lodgement stops eating your week — without sounding robotic.
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Div 7A Loan Reconciliation: What to Ask Clients For (And When)
A practical Div 7A document request checklist for Australian accountants — exactly which loan documents to ask for, how to phrase the request, and when to send it.
Read: Div 7A Loan Reconciliation: What to Ask Clients For (And When)
The Solo Bookkeeper's EOFY Survival Guide (That Doesn't Cost You Weekends)
A practical, week-by-week EOFY playbook for Australian solo bookkeepers and BAS agents — what to chase, what to automate, and what to ignore.
Read: The Solo Bookkeeper's EOFY Survival Guide (That Doesn't Cost You Weekends)
The Quarterly BAS Document Checklist Your Clients Will Actually Follow
A copy-and-paste BAS document checklist, plus the wording that gets clients to send everything the first time.
Read: The Quarterly BAS Document Checklist Your Clients Will Actually Follow
5 Client Follow-Up Templates That Get a Response Without Sounding Annoyed
Real, copy-and-paste follow-up email and SMS templates for accountants and bookkeepers — calibrated for tone, length, and reply rate.
Read: 5 Client Follow-Up Templates That Get a Response Without Sounding Annoyed
How to Automate Your Practice Without Losing the Personal Touch
A pragmatic framework for deciding what to automate in a small accounting practice — and what to keep beautifully human.
Read: How to Automate Your Practice Without Losing the Personal Touch
Pricing Your Practice: Why You're Probably Charging 20% Too Little
How small Australian accounting practices can move from hourly billing to value pricing without scaring off clients — and what to say when you raise fees.
Read: Pricing Your Practice: Why You're Probably Charging 20% Too Little