Resources
Seminar Series:
I don't have time - let's get it done!
PKF's series relieves the (often hidden) anxiety of managers and business owners around the overwhelming amount of unfairly ‘assumed knowledge’ in business.
We see people promoted based on skills unrelated to business, and then expected to somehow be across it all... or Owners trying do what they love, getting bogged down, without knowledge or training... And no one wants to seem an imposter, or ask what they fear might be silly questions...
We know that typically they are terribly busy in their roles, and don’t have time for long or boring sessions or education that doesn’t provide a pragmatic, actionable approach and outcomes. This series fixes all this!
Prevention is better than cure – we love to help catch mistakes before they happen. Details are below, or feel free to contact Stacie Shaw, Partner at PKF – sshaw@pkf.com.au or on (02) 4962 2688.
Session prices available per attendee – OR buy bundles & save!
OR if you'd like to purchase the on-demand recordings:
Discharging Your Director Duties
https://buy.stripe.com/14k01odhg8dv2iY8x9
Finance Fundamentals for Decision Makers
https://buy.stripe.com/dR6eWi3GGalDaPu14I
What the Heck of WHS
https://buy.stripe.com/5kA9BY4KKbpHbTyaFj
We note the information provided in these sessions is general in nature and does not take individual circumstances into account; please seek appropriate advice as needed
eSigning - Annature
Whether you're using another eSigning provider, or just starting down this path - when you move to Annature, you won't look back!
It's easy to use, inexpensive, integrates with lots of software products AND open to further integrations, no lock-in contracts / minimum or maximum envelopes / seat-based pricing (a lot of these things are the antithesis of things disliked by other eSigning providers...)
We've referred hundreds of business, and the only reason they weren't using Annature is that they didn't know about it yet. Everyone has loved it, and no one has looked back.
Even better, introductions via PKF are also welcomed with a discount off the already inexpensive standard envelope pricing!
Please click the link below to log an enquiry
Governance Calendar /
'Rhythm of the Business' Template
Oh no. That thing is overdue, there’s a penalty / we’ve missed the boat / we’ve had to scramble / we didn't get the deal we could have – if only we’d been prepared in advance. Sigh. We’ll remember next period - hint: you won't.
Oh no - you thought I was doing the thing; and I thought you were. Sigh.
Oh no - We did the thing, but forgot to follow it up, and it's not finished. Sigh.
If this has happened even once in your business – we have a simple, low tech, low touch tool covering back-of-house, the ‘office’, Finance / Marketing / HR / IT / Operations ‘stuff’ everyone hopes someone has eyes over.
Imagine being confident nothing will be missed. Imagine being able to put a detailed yet easy to read report in front of Owners / Directors, telling them everything they need to know at a glance.
Imagine no ongoing subscription cost. Imagine your team actually USE it – it takes all of 5 mins to update. Imagine everyone is on the same page.
Start from our tried and tested Governance Calendar (Corporate Diary / ‘Rhythm of the Business’), a template that gets most businesses say 70% there.
$1,500 + GST
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
We can also assist with a customising / implementing should you wish- please contact Stacie Shaw at sshaw@pkf.com.au to enquire
Employee Onboarding Checklist Template
Oh no – they started yesterday but they don't have a computer / TFN declaration isn't signed / uniform hasn't been ordered. Sigh.
Oh no – you thought I was organising the induction week plan, and I thought you were. Sigh.
If this has happened even once in your business, our Onboarding Checklist is your low-tech, low-touch safety net. It’s designed for businesses who want to stop missing the basics. The things that make new starters feel, welcome, supported and productive from day one.
Imagine every onboarding step covered, from contracts to coffee chats. Imagine your team actually using it, because it's simple, clear, and can be updated in a matter of minutes. A no-fuss tool that actually works.
Start from our tried and tested Onboarding Checklist, a template that gets most businesses say 70% there.
$1,500 + GST
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
We can also assist with a customising / implementing should you wish- please contact Stacie Shaw at sshaw@pkf.com.au to enquire
Employee Offboarding Checklist Template
Oh no – they've walked out the door, and we haven't collected everything / removed their access to client files / cancelled their cards. Sigh.
Oh no – you thought I was organising the handover, and I thought you were. Now good IP / customer knowledge has walked out with them. Sigh.
If this has happened even once in your business, our Offboarding Checklist is your simple, low-tech, low fuss safety net that helps you close the loop properly; quietly preventing awkward moments, security risks, and missed opportunities.
Imagine every offboarding step covered, from farewell messages to final pay, from asset return to knowledge capture. Imagine your team actually using it, because it’s clear, quick, and doesn’t require a login or training. Imagine finishing strong every time.
Start with our proven Offboarding Checklist, a template that gets most businesses say 85% of the way - and the rest, super easy to customise.
$1,500 + GST
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
We can also assist with a customising / implementing should you wish- please contact Stacie Shaw at sshaw@pkf.com.au to enquire
CPD Training Register Add-in for Outlook (VInet)
$1,500 + GST plus ongoing maintenance fee
Please see promotional video for further details, then complete payment using the below link, and our team will be in contact.
Cashbook Practice Set
When evaluating candidates during recruitment, it can be helpful to have them demonstrate their practical / technical skills alongside an interview and other profile assessments.
We have developed a cashbook practice set for doing just that when hiring accountants and finance team members - taking data from a transaction instruction set and bank statement, through to bank reconciliation, preparation of journals, T-accounts / general ledgers, trial balance and P&L / Balance Sheet.
Even for the most seasoned professional, the ability to go back to first principles is valuable.
A solution set and common errors are included for the person reviewing.
$750 + GST
Inter Entity Loan Template
$500 + GST
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
Group Structure Diagram Template
$99 + GST
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
Project Timeline / Action Plan
$499 + GST
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
Glossary of Terms (Nomenclature)
Option 1: $99 + GST
Standard accounting / business terms template - stand-alone purchase -
Option 2: $299 + GST
Standard accounting and business terms template PLUS consulting time / assistance to help populate for your business -
Please complete payment using the below links, and our Process Review team will be in contact to provide the template / arrange a time with you
Privacy Policy (Generic) - Osborn Law
$499 + GST
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
Avoid Tax Penalties and Save on FBT: Uniform Registration
It’s a very common misconception that putting a logo on a piece of clothing makes it deductible / FBT exempt – this is NOT the case.
If your uniform isn’t registered, as an employee you are being denied tax deductions, whether for purchase or laundering expenses. And as a business providing uniforms to your employees (whether free or at discounted cost), it’s costing you 47% extra in Fringe Benefits Tax (FBT).
Are you familiar with the Approved Occupational Clothing Register?
Does even reading the name of that feel like a hassle, and something else you don’t want on your to-do list?
We’ll take care of the registration AND give you a one-page information sheet to provide to your employees.
If you would like to find out more, please Contact Us, otherwise select one of the following options to get started today!
Process Maps - 'Experience Journeys'
Organisations map their processes for various valuable reasons:
- 'proof' of good governance and systems for Private Equity reviewing the business, or to be provided during a sale Due Diligence process;
- identify and fix inefficiencies;
- mitigate key person risk;
- establish consistent training resources
- maintain accountability over quality and risk
- incorporate governance requirements, including check-points
- capture the who/why/what/where/when/how in one aesthetic diagram, with centralised reference and links to detailed checklists / procedures
If you're looking to do the same in your business, and would like a head start that will save you hours and ensure your mapping is more comprehensive, we have the templates for you, covering:
- Customer
- Product (Project)
- Supplier
- Team Member
- Onboarding
- Finance Function
- ...and more
$499 + GST per editable template
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
Team Newsletter
Stay Connected, Informed, and Engaged
Our Team Newsletter Template is designed to help you create professional, engaging, and easy-to-read updates for your team. With customizable sections for announcements, employee recognition, performance highlights, upcoming events, and more, this template ensures your team feel informed. With suggested wording for interactive features like feedback mechanisms, shout-outs, and fun challenges - starting or re-launching your comms has never been easier.
$45 + GST per editable template
Please complete payment using the below link, and our Process Review team will be in contact to provide the template to you
More resources coming soon
Don't see what you're looking for? We have lots more resources coming soon - drop us a note and we will likely have something for you!
Contact Stacie Shaw, Partner at PKF – sshaw@pkf.com.au or on (02) 4962 2688.
If you think you deserve more out of life, you’ve come to the right place!
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