Accounting and bookkeeping practice owners
Keep the work moving.
Make room beyond the next deadline.
Client information, recurring jobs, review, and follow-up can fill the week before the advisory work begins. Make the preparation and handovers around your practice tools easier to run.
Practical support for the owner, the team, and the work between them.
The work behind the work
You know this part of the job.
“We’re waiting on the same information again.”
The job is open, but someone still needs to chase documents or clarify what has arrived.
“Ready for review needs more preparation.”
Senior time goes into finding context and resolving questions that could have been visible earlier.
“Advisory work gets whatever time is left.”
Recurring deadlines and the daily queue keep displacing the work you want the practice to grow into.
Choose how you want to work
Three ways to make it work.
Use the tools yourself, build with us, or give us an agreed brief to deliver. We’ll help you choose the right fit before you commit.
01 / DIY
Do it yourself.
With the tools and guidance.
Attend hosted sessions, use Poko software, and do the work yourself. Build skills and keep useful work as you go.
- Companion · Reporting BriefPrepare a reviewed operational report from current practice figures.
- Companion · Meeting ActionsTurn permitted team-meeting notes into reviewed next steps.
- Weekly ResetMake room for advisory work and practice improvement alongside recurring deadlines.
Products, workflows, and access depend on the plan you choose.
Explore Poko Sessions02 / DO IT WITH US
Build it together.
As a Design Partner.
We build agreed custom solutions at reduced rates. You work with us, try relevant Poko products, and help make them better through practical feedback.
- Build clearer information requests, preparation, and review handovers around recurring jobs.
- Try relevant Poko products in the practice and help improve how they fit the team’s work.
Three-month minimum engagement. A$2,000/month minimum in custom services at agreed reduced rates; A$6,000 minimum initial commitment. Product trials and access are agreed with you.
See the partnership & terms03 / WE DO IT
Give us the brief.
We deliver the work.
We agree the specification, price, supported access, and acceptance checks. You provide the approved inputs and access; we build, test, and hand over the agreed solution.
- Build and test one recurring preparation, status-update, or administrative reporting workflow.
- Deliver a tailored ChatGPT & AI Workshop using approved practice examples.
A defined scope and quote before work starts, with the agreed checks and handover included.
Explore services & starting pricesStart with what you have
Build around your practice tools, not another restart.
You may already have systems for jobs, client records, time, and billing. We focus on the missing information, repeated requests, and review handovers around them, with supported connections checked first.
- Practice & accounting software
- Client requests & document tools
- Time, WIP & billing
- Workflow setup & staff training
What a useful change could look like
Get a recurring job ready for the right review.
We choose the task, check what is supported, and agree what a useful result looks like before building.
Client information received
Keep the approved inputs and job context together.
- Human review
Preparation checked
Flag missing information and unresolved questions.
Review and next action
The responsible practitioner reviews and directs the work.
A coordination example. Tax, accounting, and other professional decisions stay with the appropriately qualified people.
A clear scope. Something useful to keep.
Specific services. A useful result.
These are some of the services we can scope around your business. Ask us to deliver a defined piece of work, or discuss building it together through Design Partners.
Workplace Cognitive Load & Team Function
Follow one recurring job from request to review.
Find repeated information chasing, unclear handovers, and the work still coordinated by the principal.
A scoped workflow review and the first changes worth making.
Your First AI Automation
Stop repeating the same preparation.
Choose suitable administration around documents, task updates, or reporting. Agree the checks before we build.
One defined automation with supported access and human review.
ChatGPT & AI Workshops
Put AI to useful work in the practice.
Work through appropriate preparation and administrative examples using approved information and clear verification.
A tailored team workshop and practical examples to keep.
AI service prices are starting prices in Australian dollars, including GST. We agree the final scope and price in writing. See the full AI rate card. Workshop delivery, supported connections, and implementation are agreed for your business.
What the repeated work costs
The next deadline shouldn’t use every improvement hour.
Repeated chasing and preparation consume capacity that could go into client conversations, developing staff, or improving the practice. Start with one recurring job and make its next action easier to see.
Put your own numbers to one repeated task
Choose one task. Estimate how often it happens and the time each repetition takes.
Use your own figures. This estimates existing effort, not a promised saving.
The person behind the business matters
Give the practice owner a workable week.
Use Weekly Reset to make room for delivery and the business behind it. Weekly Reset is hosted live: join the stream, follow the guided planning, and work on your own week. Join hosted Poko Sessions for guided, practical work you can apply to your business.
Support that fits how you work
Built for all brains. Informed by the complex ones. ADHD, autism, dyslexia, or another way of thinking can be part of the conversation when it matters to you. Tell us what helps: written information, time to process, or a different way to take part.
Explore different ways of thinkingWhen you want help putting the pieces together
Keep improving the business.
With someone working alongside you.
Agree ongoing custom work around the systems, workflows, content, and team adoption your practice needs. Keep implementation grounded in the way work actually arrives.
Design Partners: at least three months and A$2,000/month minimum in custom services at agreed reduced rates. A$6,000 minimum initial commitment, agreed separately.
See how Design Partners worksBefore you choose
A few things you might be wondering.
Start small if that is what fits. We agree the work before it begins.
Is this for accountants or bookkeepers?
Both can bring a practical workflow problem. We scope the work around your services, team, and responsibilities rather than treating the professions as interchangeable.
Does this replace Xero, MYOB, or our practice software?
We begin with what you use. Any connection or system change depends on supported access and an agreed scope; no named integration is promised before that check.
Can you automate professional review or tax decisions?
The starting offers concern suitable administration, preparation, and coordination. Professional decisions and the required review stay with your practitioners.
A rough idea is enough
Which recurring job takes more coordination than it should?
Tell us what you want to make easier. Request a free callback or an email reply, and we’ll discuss the service, scope, and quote. We’ll help you decide whether DIY sessions and software, a Design Partner engagement, or a completed project is the better fit before you commit.
Poko’s founder
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