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Free Tools & Resources

Free Resources for Melbourne Small Business & Allied Health

Practical tools to help you understand your bookkeeping costs, assess your financial setup, and get your Xero chart of accounts right from day one. No email required — download and use immediately.

These tools are built specifically for Melbourne small businesses and allied health practices. Use them to benchmark your costs, identify gaps in your financial setup, and prepare for a conversation with your bookkeeper.

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Pricing

True Tally Pricing Calculator

Get an instant, ballpark monthly bookkeeping quote based on your business type, transaction volume, and the services you need — before you ever book a call.

  • Tailored to trades, allied health, and service businesses
  • Covers BAS, Xero, payroll, and add-on services
  • No email required — instant estimate
Try the Calculator
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Pricing

What Should You Charge?

A free pricing calculator for trades, consultants, agencies and allied health businesses — work out the hourly or day rate you need to charge to hit your income goals.

  • Built for any service business, not just bookkeeping clients
  • Accounts for overheads, time off, and realistic billable hours
  • No email required — instant results
Try the Calculator
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Allied health

Allied Health Financial Audit Tool

A free five-minute self-assessment for OT, speech pathology, physiotherapy, psychology, dental, optometry, aged care, and midwifery practices. Identifies your highest-risk areas in NDIS reconciliation, GST compliance, and financial reporting.

  • NDIS reconciliation assessment
  • Mixed GST supply compliance check
  • Practice management software setup
  • Payroll compliance for allied health
Start Free Audit
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Allied health

NDIS Allied Health Xero Chart of Accounts

A complete, ready-to-import Xero chart of accounts for NDIS-supporting allied health practices — OT, speech pathology, physiotherapy, psychology, and plan management. Pre-coded with correct GST tax codes for every account type.

  • Separate income accounts for NDIS core, capacity building, ECEI, Medicare, DVA, and private
  • Correct GST codes (GST Free vs taxable) pre-set
  • NDIS unspent funds liability accounts
  • HCP and CHSP accounts for aged care providers
  • AT (assistive technology) income and COGS
  • Xero-import ready CSV format
Download Free COA (CSV)

How to Import the Chart of Accounts into Xero

The NDIS Allied Health Xero Chart of Accounts is a CSV file ready to import directly into any Xero organisation. Here's how:

  1. Download the CSV file using the button above.
  2. In Xero, go to Accounting → Chart of Accounts.
  3. Click Import in the top right corner.
  4. Select the downloaded CSV file and click Import.
  5. Xero will preview the accounts — review and confirm the import.
  6. Once imported, review the accounts against your practice's specific income streams and adjust codes as needed.
Note: If you already have accounts in Xero, importing will add new accounts without overwriting existing ones. Review for duplicates after importing. The chart of accounts is a starting point — your bookkeeper should adjust it to match your specific practice structure, funding sources, and reporting needs.

If you want the chart of accounts configured and reconciled correctly from day one, book a free 20-minute call with True Tally.

Book Free Setup Review

Why We Built These Tools

Most Melbourne small businesses and allied health practice owners don't have a clear picture of what bookkeeping should cost, how their Xero file should be structured, or whether their NDIS reconciliation is set up correctly. These tools give you that clarity for free — no lead magnet, no email capture, no sales call required.

If you use these tools and want to talk through what you find, book a free 20-minute call. We'll review your current setup and give you honest feedback — and a fixed monthly quote if you want to proceed.

Allied Health Audit

Built for OT, speech pathology, physio, and allied health practice owners who aren't sure if their NDIS reconciliation, GST coding, or Xero setup is correct. Five minutes, personalised results.

NDIS Xero COA

Built by a bookkeeper who works with NDIS-supporting practices. Covers every funding stream — NDIS core, capacity building, ECEI, Medicare, DVA, HCP, CHSP — with correct GST codes pre-configured.

Questions About Your Bookkeeping Setup?

Book a free 20-minute call. We'll review your current Xero file, check your BAS position, and give you honest feedback — no obligation.

Book My Free Call

Call  ·  0468 159 950  ·  info@truetally.com.au

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