Our Risk-Free Guarantees
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12-Month Ultimate Edition ROI
With Ultimate Edition we guarantee you will double your first year investment in 12-months or we’ll refund the difference.
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30-Day Trial
We know trying a new service can be scary. That’s why we offer a 30-day trial. Try it first with no risk.
Ultimate ROI GUARANTEED
Build your dream business.
$495 Month
Accelerate your business success.
Our Risk-Free Guarantees
-
12-Month Ultimate Edition ROI
With Ultimate Edition we guarantee you will double your first year investment in 12-months or we’ll refund the difference.
-
30-Day Trial
We know trying a new service can be scary. That’s why we offer a 30-day trial. Try it first with no risk.
Basic
Paid Annually
$325 $293 Month
Save $390 annually, forever.
Streamline your business.
Ultimate ROI GUARANTEED
Paid Annually
$495 $396 Month
Save $1,188 annually, forever.
Build your dream business.
FEATURES
Basic
Ultimate
Number of Users Included
1
10
Deliver World Class Bookkeeping Services
American Accounting Software Process Manuals
Quickbooks Online
Quickbooks Desktop
Deliver World Class Bookkeeping Services
Streamline Your American Bookkeeping Processes
Accounting Software Optimisation
PB Configure a New File Checklist
PB Configure an Existing File Checklist
PB Reports Setup Checklist
PB Monthly Reconciliation & Review Checklist
PB Sales Tax Preparation Checklist
PB Sales Tax Third Party Preparation Checklist
PB Payroll Tax Preparation Checklist
PB Quarterly Profit & Loss Review Checklist
PB Profit & Loss Semi-Annual Review Checklist
PB Year End Preparation Checklist
PB Year End Adjustment Journal Entry (AJE) Checklist
Automate Your Workflow
Customer Relationship Manager (CRM)
Use automation and integration to update client records
Make client data management scalable and accessible
Assign client tasks and complete multiple actions in bulk
Automate Your Workflow
Team Management & Reporting
Stay up to date with internal notifications
Powerfully simple reporting
Stay in control of your tasks & deadlines
To-do lists are overwhelming. Yours won't be.
Automate Your Workflow
Workflow Management
Automate and integrate your firm’s task management
Access in-depth processes with custom date triggers
Increase productivity and enhance communication
Save time with automated emails
Manage job stages with internal deadlines
Automate Your Workflow
Recurring Tasks
Save tasks as templates for future use
Automatic task creation
Increase productivity and consistency
Automate Your Workflow
Client Tasks
Create tasks and checklists for your clients
Set up automatic reminders
Answer client questions with real-time chat
Automate Your Workflow
Automation & Integrations
Automatic task creation and client reminders
Populate and update client records automatically
Connect Pure Workflow to 5000+ other apps
Automate Your Workflow
Task Management
To-do lists are overwhelming. Yours won't be.
Create adhoc tasks, fast.
Everything you need to complete tasks, in one place.
Systemise and document your processes
Save tasks as templates for future use
Automate Your Workflow
Email Integration
No more email overwhelm
Full visibility over your entire team's email
Turn your inbox into a to-do list so nothing slips through the cracks
Delegate emails to team members in a click
Send and request secure attachments
Automate Your Workflow
Client Reminders
Automate your information requests
Let them know when jobs have started, and ended
Automate your feedback requests
Automate Your Workflow
Client Onboarding
Onboarding workflow
Assign tasks and checklists to your clients
Create the clients automatically when proposals are accepted
Your Success Formula
Onboarding Success
Kick-Off Orientation and Welcome Call
The Pure Bookkeeping Training Program
Systems Implementation Onboarding
Your Success Formula
Ongoing Support
Email and Live Chat Support
Exclusive Licensee Only Facebook Group
Ongoing Updates to Content
Your Success Formula
Live Group Support Calls
Monthly Community Call
Monthly Techy Tuesday Webinars
Map-It-Monday: Accountability Meetings
Technical-Tuesday: Upskill your Bookkeeping Knowledge
Work-It-Wednesday: General Support in Implementing Systems
Workflow-Thursday: Supporting Your Implementation of Pure Workflow
Finish-It-Friday: General Support and Community Support
Grow a Business You Love
How to Build Your Brand
Website Templates
Mission Statement
Logo and Slogan
Brochures
Determine Your Ideal Client
Grow a Business You Love
How to Attract New Clients
Marketing Plan with KPIs
7x5 Marketing System
Accountant Referral Program
Social Media Marketing
Develop your own offer
Lead Magnet
Grow a Business You Love
How to Convert Prospects to Clients
Prospect Presentation
Health Check Templates
Client Scope of Work
Diagnostic Review you get paid for
Grow a Business You Love
How to Onboard New Clients
Client Engagement Letter
Client Relationship Template
Welcome Letter
Nurturing New Clients System
Direct Debit recommendations
Grow a Business You Love
How to Sell Your Bookkeeping Services
Sales Conversion Scripts
Referral System
Networking System
Marketing Templates
Getting Testimonials
How to get higher prices
How to add value to existing services
7 step Framework to Menu Pricing
Grow a Business You Love
How to Price Your Bookkeeping Services
How to get higher prices
How to add value to existing services
7 Step Framework to Menu Pricing
How to build packages
Grow a Business You Love
How to Deliver Advisory Services
Why is your client in business
Setting client goals
Help your clients understand their finances
Identify the systems required for your client to scale
Scale Your Business with Team
How to Hire Your Ideal Team
Advertising Templates & Guidelines
Applicant Filter
Phone Qualification Process
Candidate Skills & Speed Test
Interview Questions & Evaluation
Scale Your Business with Team
How to Onboard Your Team
Staff Orientation Handbook
Position Description
Quality Expectations Guide
Scale Your Business with Team
How to Train Your Team
Assessment for Best Practice Bookkeeping
Continual Learning
Skill Improvement
Scale Your Business with Team
How to Manage Your Team
Performance Reviews
Organisational Chart
Understanding the different Levels of Bookkeepers
Develop Yourself as a Firm Leader
Developing the Domains of Your Business
Leadership
Management
Finance
Marketing & Sales
Human Resources (HR)
Production
Housekeeping/Admin
Build an Efficient Technology Stack
Document Retrieval
Dext
Hubdoc
Bank Statement Retrieval
Build an Efficient Technology Stack
Document Storage
Dropbox
SharePoint
Google Drive
Microsoft OneDrive
Build an Efficient Technology Stack
Workflow/Practice Management
Pure Workflow
Build an Efficient Technology Stack
CRM & Social Media
Mailchimp
Build an Efficient Technology Stack
Time Tracking
TSheets
MinuteDoc
Xero Practice Manager Time tracking
Build an Efficient Technology Stack
Payment Apps
Integrapay
Stripe
Ezidebit
Build an Efficient Technology Stack
Virtual Communications
Communicating with your clients and staff remotely - Skype
Communicating with your clients and staff remotely - Zoom Meetings
Communicating with your clients and staff remotely - Google Meet
Communicating with your clients and staff remotely - Loom
Chatting with your team remotely - Loom
Remotely accessing your client's computer - TeamViewer
Build an Efficient Technology Stack
Value Added Service Apps
Reporting - Calxa
CollectMore
Build an Efficient Technology Stack
E-Signatures
Ignition
Adobe Sign
XeroTax with Adobe Sign
Build an Efficient Technology Stack
Security
1Password
LastPass
Practice Protect
Keeper Password Manager
Build an Efficient Technology Stack
Productivity and Efficiency
TextExpander
Who is Pure Bookkeeping for?
Our Co-Founder, Debbie Roberts often talks about how great it would have been to know all this information when she got started. You’ll get the tools to fill your books within a year with solid clients who appreciate you, your skills, and pay on time.
Pure Bookkeeping is for you if:
- You’re just starting out with a handful of clients, or thinking of starting a bookkeeping business
Debbie often talks about how great it would have been to know all this information when she got started. You’ll get the tools to fill your books within a year with solid clients who appreciate you, your skills, and pay on time. - Your client list is full and you’re working evenings and weekends to the point of burnout
We often get people coming along who are in the same place Debbie was when she started working with Pete. Lots of bookkeepers have plenty of business, but don’t have their business structured properly. And even though they’re flat out, they aren’t making the money they should be making. You’ll get what you need to give yourself an immediate pay raise in your own bookkeeping practice and then discover how to build an effective team of bookkeepers. - You’re hiring, or you’ve already got other bookkeepers on your team
The system gives you the tools to set up your business so it’s more profitable sooner, and give you what you need to be successful, faster. - You’re already running a successful bookkeeping business
The Pure Bookkeeping system will help you improve how your team completes the work and how to recruit additional capable bookkeepers.
Who Should NOT Purchase This System?
The Pure Bookkeeping System isn't for everyone. Here are a couple of examples:
- You expect the System to work like magic, without any work
The System will open the door for you, so all you have to do is step through it. However, you still have to make it happen. You’ll still have to work, but it will be better work, and better paid work. - You expect the System to explode your business 'overnight'
While the System does contain many fast-action strategies that can make a difference quickly, reaching your goals will take up to 12 months. If you expect everything to happen 'yesterday' please don’t sign up, this is not the System for you.
The Pure Bookkeeping Risk-Free Guarantees
GUARANTEE #1 - 30-DAY MONEY BACK
We know trying a new service can be scary. That’s why we offer a 30 day money-back guarantee on all editions if you aren’t satisfied, no questions asked.
If, after purchasing the system, you’re not 100% satisfied, simply let us know within 30 days and receive a prompt and courteous refund of your entire purchase price…no questions asked. You get to inspect the bookkeeping modules for 30 days. If you decide, for any reason, “it’s not for me” then we’ll refund the entire investment.
GUARANTEE #2 - 12-MONTH ULTIMATE EDITION ROI
With the investment in the Ultimate Edition, we guarantee you will double your first year investment in 12-months or we’ll refund the difference. 12 months after your investment, look at your bottom line. If your income has NOT increased by 2x the investment, contact us to refund the difference.