Done-For-You Quality Management System (QMS) Service

Get your Quality Management System (QMS) implemented quickly — with expert support and zero guesswork.

This DFY service is purpose-built for solo practitioners — bookkeepers, BAS agents, tax agents, and accountants — who want a ready-to-use QMS tailored to their business structure, with full compliance and no overwhelm.

What’s Included in the DFY Service

• A one-on-one mapping call to understand your business structure and workflow

• A guided data collection form to make the process simple

• Customisation and population of your QMS Plan Document using your business details

• A draft version of the document provided for your review

• A personalised handover meeting to walk you through your QMS

• One round of edits included

Important Notes

• The DFY service covers the QMS Plan Document only.

• It does not include customisation or population of policies, registers, or reference tables.

• These documents are included in your QMS pack as editable templates and can be used at your discretion.

• If you require additional support to populate these templates, this can be quoted separately.

Included in Your QMS Pack

Whether you choose the Solo DFY service or just the pack, here’s what’s included:

• A complete Quality Management System (QMS) in Solo format

• 14 pre-written, compliance-ready policies and registers

• A detailed implementation guide to support setup and ongoing use

• Editable templates in Word (.docx) and Excel (.xlsx)

• Folder-ready file structure and naming conventions

• Colour-coded placeholders for fast customisation

• Fully aligned with TPB, TASA, and ISO 9001:2015 requirements

• Designed specifically for the Australian bookkeeping and tax profession

How It Works

• Add the DFY service to your cart

• Complete checkout

• You’ll receive a welcome email within 1 business day outlining the process and next steps

• A proposal will be sent, and your mapping call will be scheduled within 2 business days

We keep the process clear, simple, and fully guided from start to finish.