Home Smart 100 2011 Bookzkeeper (SMART 100)

Bookzkeeper (SMART 100)


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The following SMART 100 profile and the information it contains is a duplication of content submitted by the applicant during the entry process. As a function of entry, applicants were required to declare that all details are factually correct, do not infringe on another’s intellectual property and are not unlawful, threatening, defamatory, invasive of privacy, obscene, or otherwise objectionable. Some profiles have been edited for reasons of space and clarity. More about the SMART 100.


This innovation initially came to life when…

My professional background as an accountant collided with small business ownership when I bought a surf shop. I knew I needed to get my tax completed just like any small business owner, so I took my “folder” to my tax accountant. He was gobsmacked by how organised my tax information was. I was also developing my own clientele as an accountant, and clients’ tax accountants commented on how easy it was to complete their tax returns as all the information was at hand, so I researched producing a commercial version of the system I was using for myself and clients.


The purpose of this innovation is to…

Bookzkeeper is the place business owners can store their important financial information throughout the year. This eliminates procrastination about looking for missing information and saves money, as Bookzkeeper makes it easier for tax accountants to complete their tax returns.

It does this by…

Bookzkeeper offers one simple-to-use place to store BAS statements, bank reconciliations, reports and statements, credit card reconciliations and statements, loan account reconciliations and statements, plus it includes reports and business documents and a year-end checklist so they are prepared at the end of each financial year without the usual procrastination over preparing for tax time.


This innovation improves on what came before because…

  • One place for tax records
  • Templates to ensure business owners are providing the right information
  • Eliminates reasons to procrastinate
  • Saves time and money because all records are there

Bookzkeeper makes it easy for small business owners by telling them what is needed to complete their tax. Tax accountants provide better value because time is not wasted chasing up missing documentation.

Its various benefits to the customer/end-user include…

Business owners:

  • One place to keep records
  • Simple templates
  • Eliminates procrastination
  • Saves time and money

Bookkeepers and accountants:

  • Easy solution to store client paperwork
  • Guides clients on filing essential financial records
  • File dividers with instructions
  • Replaces plastic bag/cardboard box


In the past, this problem was solved by…

Previously, tax accountants charged more as they had to source and follow up on missing information at tax time, which is highly inefficient and costly. On the flip side, the cost to the tax accountant is so great they don’t feel they can charge the entire fee, so they write off the difference. Bookzkeeper saves time, money and makes life easier.

Its predecessors/competitors include…

There are various paperwork organisers that focus on documents for data entry, such as supplier invoices, which are suitable for ‘shoebox’ type clients. Another predecessor is the shoebox or plastic, which are not the best solutions.


It is made for…

…small business owners who use accounting software, their bookkeepers and their accountants. The small business owners have one “home” in which to put all of their important financial paperwork throughout the year. The bookkeeper uses it in this manner as well, but also provides a checkpoint for the business owners as to what the bookkeeper is doing. Tax accountants for these small business owners receive all relevant information in an organised manner, which streamlines their information collection processes and strengthens time management.


It is available for sale through…

Small business owners can buy Bookzkeeper via the web site — bookzkeeper.com.au — and it is also sold through affiliate sales and accountants.

Our marketing strategy is to…

Bookzkeeper was launched through a PR campaign last year, which included a targeted media release and social media strategy. This was followed up with blogs, article and email marketing and speaking engagements, as well as an ongoing social media presence.


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