Home Business Suite Tabletop Accounting

Accountant · East Toowoomba, QLD

The suite for
Tabletop Accounting

Tabletop Accounting gets the records straight first, then plans the tax around what the business is actually doing, for sole traders, small companies and farming families across the Darling Downs. The ad, “The Receipt Migration”, opens on: “The annual scramble is back, same drawer, same chaos, right on cue.”

  • 25Pages built
  • 39Posts written
  • 1Ad film
  • 3Agents

Part 01

The ad film

The Receipt Migration, 0:33, voiced by Callum.

The annual scramble is back, same drawer, same chaos, right on cue.

The script, the supers and the brand

Part 02

The website

Bespoke tier, 25 pages, minimalist-ui design lane.

Written for an accountant in East Toowoomba, QLD, not filled in from a template. The same palette and type carry through the social posts and the film supers.

Open the live site

Part 03

The system and the agents

Firm Portal

Beyond the three agents, Firm Portal adds the system the site alone cannot.

Open the working demo
Agents built into this suite
AgentTierMonthly
Bookkeeping Agent Daily bank-feed coding, receipt matching and reconciliation, wired to /portal for receipt upload and described on /services/bookkeeping-and-payroll. Replaces the monthly catch-up Kayla currently does by hand; owner sees a weekly file status instead of finding gaps at month-end. Advanced ops $950
Appointment Setter The free first meeting end to end, self-serve times, confirmation, SMS reminder, reschedule, wired to /book. Takes it off Marcus's phone; owner sees the week's bookings and no-show risk without touching a calendar. Professional $650
Invoice & Payments Agent Issues and chases fixed-fee instalments and catch-up invoices listed on /pricing, matches payments in Xero/MYOB. Owner gets a weekly aged-debt view without running a report. Advanced ops $950

Rates are AUD ex GST for the tier each agent sits in. Agents are scoped per workflow, so your own build is quoted up front after a needs assessment. How the tiers work →

First 90 days

The first ninety days for Tabletop Accounting

The order the four parts were built in, and the order yours would be.

  1. Launch week

    Every current fixed-fee client invited onto /portal for document upload, instead of dropping paper at the office

  2. First month

    Bank feeds coded daily by the Bookkeeping Agent instead of caught up once a month; /book carries the full week's first-meeting bookings

  3. Day 90

    Fixed-fee instalments and catch-up invoices tracked to a weekly aged-debt view instead of surfacing at file review

The quote

Price a suite for your accountant business

Question one is already answered. Five more, then read the email before you send it.

Type anything. The list is the 25 trades and practices already built as demonstrations.

Systems you run now
Your website today
Social content
Ad films
Timing
  1. 1Send an enquiryAbout three minutes
  2. 2Choose a timeFree assessment
  3. 3Complete your briefAfter booking
YOUR NEXT STEP

Tell us what you have in mind.

You have seen what we can do. Tell us what would make the biggest difference to your business, and we will help you choose a useful starting point.

About three minutes. No account needed.
No obligation to book or buy.

Prefer email? Talk to Jesse ↗

Want to talk it through? Send this enquiry first, then choose a time for your free assessment.

Open the enquiry form in a full page ↗

Want this for a real accountant?

Book the free assessment and we will work out which of the four parts you need first. One written scope, one price, agreed before anything starts.

Book a free assessment See every demonstration film

Demonstration campaign for a fictional Australian business, produced end-to-end by Automated Australia. Phone numbers are reserved fictional ranges.