Built for Australian Consultants
Win the work. Bill the engagement.
Proposals that close themselves, time-and-materials invoicing, retainer billing, client CRM and an engagement pipeline — all in one place. Built for AU consultants who'd rather do consulting than chase paperwork.
Free Tools & Resources
Reference material for principals and senior consultants
Start a Service Business
8-step founder guide — ABN, GST, PI, engagement letters, pricing, first 10 clients for consultants, agencies, and freelancers.
Open →Operator GuideProject Pricing Models
Hourly vs fixed-fee vs retainer vs value-based — when each model wins, AU benchmarks, and how to phase fees.
Open →ReferenceScope of Work Template
Drafting a tight SOW — deliverables, acceptance criteria, scope creep clauses, change-request workflow.
Open →ReferenceProfessional Indemnity for Services
PI insurance for consultants, marketing agencies, and freelancers — typical $1–5M cover, premium ranges, run-off.
Open →InteractiveConsultant Hourly Rate Calculator
Interactive — target salary, billable utilisation, overheads, GST + super, daily/hourly rate.
Open →Key takeaways
5- OneBookPlus is consultancy management software for Australian solo consultants and small consulting firms — proposals, time-and-materials invoicing, retainer billing, client CRM and engagement pipeline. From $0/mo (Free), $29/mo (Starter) or $69/mo (Growth, AUD).
- AU sole-trader consultants are taxed at individual marginal rates with business income on their personal return. ABN is free at abr.gov.au and required to avoid 47% no-ABN withholding — OneBookPlus validates ABNs against the Australian Business Register at entry.
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- GST registration is required once turnover reaches $75,000 in any 12-month rolling period. Below that, GST is optional. OneBookPlus toggles GST on/off per engagement to handle both states without you needing to remember.
- Proposal acceptance via OneBookPlus is recorded with timestamp, IP and an Accept event — treated as electronic signature under the AU Electronic Transactions Act 1999 (Cth) for ordinary commercial contracts. Talk to your lawyer before relying on it for contracts with statutory writing or witnessing requirements (deeds, real-property transfers, certain financial-services agreements).
- Engagement and retainer revenue should be recognised as the work is delivered (per AASB 15 / IFRS 15 'Revenue from contracts with customers'). OneBookPlus revenue reports separate cash-received from accrual-basis revenue so your accountant can reconcile both at tax time.
Everything for the engagement
Built for how consultants actually work
Proposals, time tracking, retainer billing, CRM and pipeline — without the bloat or the US-first awkwardness of generic freelancer tools.
Proposals That Close Themselves
Branded proposals with scope, milestones, fees and terms. Client taps Accept on their phone — work starts, no PDFs flying back and forth, no follow-up email tennis to confirm a yes.
Time-and-Materials Billing
Start a timer per engagement, log activities, add expenses. Convert tracked hours + costs to a GST-compliant invoice with one click. Stripe Pay Now link goes out with the PDF.
Retainer Invoicing
Recurring monthly retainer invoices fire automatically — set the schedule once, the system bills the client and chases payment so you spend zero time on collections.
Engagement Pipeline
Discovery → proposal sent → accepted → in delivery → invoiced. Every active engagement on one board, drag-to-update, with next-step ownership and value rolled up.
Client CRM with Timeline
Every client with every proposal, invoice, note and call log on one timeline. Searchable, filterable, exportable. When the prospect calls back six months later, you remember everything.
Outstanding & Aged Debtors
Conversion-rate, average-days-to-pay and outstanding balance on the dashboard — so collections don't drift. Automated reminder emails chase overdue invoices without you lifting a finger.
See it in action
The screens you'll actually use.
Not mockups — these are the real product screens for your day-to-day.
Proposal that closes itself
Send a branded proposal with scope, timeline, fees and terms. Client taps Accept on their phone — work starts, no PDFs flying back and forth.
Time-and-materials invoice
Tracked time plus expenses, GST included, Stripe Pay Now link. Or fixed-fee instalments — your call per engagement.
Engagement pipeline at a glance
Discovery → proposal sent → accepted → in delivery → invoiced. Every active engagement on one board with next-step ownership.
Practice dashboard built for engagement work
Quote-to-engagement conversion (last 90d, benchmarked against the 25–40% PS-typical range), top clients with concentration-risk callout, avg days-to-pay and time-tracked today. The leading indicators consultants run their week off, not a generic ledger.
From discovery to paid
How OneBookPlus works for a consultancy
Four steps from discovery call to paid invoice — designed around the engagement lifecycle most consultants actually run.
Prospect books a discovery call
Drop your booking link in LinkedIn and your email signature. Prospects pick a slot themselves. Intake form captures their problem before you talk.
Send a proposal that closes itself
Build a branded proposal with scope, milestones, fees and terms. Client signs electronically. The engagement opens automatically when they accept.
Deliver and track time
Start a timer per activity, log expenses, attach deliverables to the engagement. Pipeline shows where every active engagement sits.
Invoice on milestone or retainer
Fixed-fee instalments, T&M invoices, or recurring retainer — set the schedule, GST is calculated, Stripe Pay Now link goes out with the PDF.
Trusted by AU consultants
100%
GST-compliant invoicing with your ABN
< 5 min
From proposal accept to engagement live
1
Platform — proposals, time, retainers, CRM
$0
Free plan to start — no card required
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Bank-Grade Security
256-bit encryption
Free Plan Available
No credit card needed
Frequently asked questions
Common questions about practice management software for AU consultants.
Does OneBookPlus support both fixed-fee and time-and-materials billing?
Yes. Per engagement, you choose: fixed-fee instalments (e.g. 30% on signing, 40% at mid-point, 30% on completion), T&M (tracked hours + expenses, invoiced monthly), or monthly retainer. The proposal sets the model, the invoicing follows automatically. You can mix models across engagements with the same client.
Will OneBookPlus replace my project management tool?
Honest answer: no. OneBookPlus is the commercial layer of the engagement — proposals, contracts, time, invoicing, retainer schedule, client CRM. It doesn't replace Asana/Linear/Notion for task and deliverable management, and we don't pretend to. Most consultancies keep their delivery tool and use OneBookPlus for the money side of the engagement. The pipeline view tracks engagement status (proposal → in-delivery → invoiced), not individual tasks within the work.
How is this different from Bonsai, HoneyBook or Plutio?
Bonsai/HoneyBook/Plutio are focused freelancer all-in-ones that work well for solo operators on US workflows. OneBookPlus is AU-first: GST is calculated by default, ABNs are validated against the Australian Business Register, BAS export is built in, Stripe Pay Now uses AUD without conversion fees. You also get a proper engagement pipeline (board view), recurring retainer scheduling, and a full client CRM — things the freelancer-first tools tend to keep light.
Can I run this as a small consultancy with associates?
Yes. Add team members on the Growth plan ($69/month, unlimited team), assign engagements to specific consultants and share matter access across the team. Each team member carries their own billable rate (senior consultant vs junior on the same engagement), with the engagement rate used as a fallback when an individual rate isn't set. Time is logged per team member so you can see who's billable, who's slammed, who has capacity.
Is the proposal flow really one-click accept?
Yes. The proposal is a sharable link. The client opens it, reviews scope/milestones/price/terms, taps Accept — the system records the acceptance (with timestamp and IP, treated as electronic signature under the AU Electronic Transactions Act), opens the engagement, and notifies you. You can also enable a deposit payment at accept time so the client signs and pays in one step.
Does it handle GST and BAS for AU sole-trader consultants?
Yes. GST is calculated on every invoice and tracked per quarter. BAS-ready export is built in — hand it to your accountant or lodge directly via your existing portal. Your ABN appears on every quote and invoice. Sub-$75k turnover sole traders can toggle GST off per engagement if not registered.
Will it work for a consultant who travels and lives in their email?
OneBookPlus runs in the browser and on mobile. You can send a proposal from a hotel lobby, see who's accepted overnight, fire off invoices on the train. Daily revenue, outstanding amounts and the engagement pipeline are all on the home dashboard.
How do I migrate from Bonsai, HoneyBook or Plutio?
Clients import from a CSV export — every tool gives you one. Outstanding invoices we suggest leaving in the old system to collect; new invoices fire from OneBookPlus from your switchover date so there's a clean line. Active proposals can be re-sent through OneBookPlus to inherit the new branded template and Pay Now flow. Recurring retainer schedules need re-creating (one-time, ~10 minutes per client) but you keep the existing payment authorisation — Stripe lets you migrate the customer record without forcing a re-card. Solo consultants typically operational within 2–3 days; small consultancies 1–2 weeks of overlap.
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal has over a decade of experience in digital marketing, web development, and small business consulting across Australia. He has worked extensively with Australian consultancies — from solo strategy specialists to small management-consulting boutiques — on proposal workflows, engagement billing and team utilisation.
How OneBookPlus works for a consultancy
Consultancies live or die by two numbers: how fast a proposal converts to a signed engagement, and how quickly that engagement converts to paid revenue. Most consultants run on a patched-together stack — Bonsai or HoneyBook for proposals (US-first, GST is an afterthought), Toggl for time, Xero for invoicing, HubSpot for the CRM and Calendly for discovery calls. OneBookPlus collapses that into one platform built AU-first: GST calculated by default, ABN validated against the Australian Business Register, BAS export built in, Stripe Pay Now in AUD without conversion fees.
The platform is designed around the engagement lifecycle. Prospects book a discovery call through your branded booking page — intake fields capture the problem statement and budget range before the call. You send a branded proposal with scope, milestones, fees and terms; the client signs electronically and the engagement opens automatically. As you work, timers log activities per engagement and per team member, with each member carrying their own billable rate (senior vs junior on the same engagement) and the engagement rate as a fallback. Invoicing happens by the model you set at proposal time — fixed-fee milestones, T&M monthly invoices, or recurring retainer. GST-compliant PDFs go out with Pay Now links; automated reminders chase overdue amounts.
The pipeline that matters
The engagement pipeline (board view) shows every active proposal and engagement on one screen: discovery → proposal sent → accepted → in delivery → invoiced → paid. Drag to update status. Conversion rate (proposals sent vs accepted) and average-days-to-pay are on the dashboard. So is your top-client breakdown — with a concentration-risk callout that fires when one client crosses 40% of monthly billings (or your top three exceed 75%), so dependency on a single account becomes visible before they churn.
Getting started
Sign up for free — no credit card. Add your ABN, GST registration status, hourly rates and service types (strategy, advisory, implementation, retainer support). Import your client list from a CSV or LinkedIn export. Set up your online booking page and drop the link into your email signature. Most consultancies are operational within twenty minutes. The free plan supports up to five active clients with unlimited invoices — enough to test on real engagements before committing.
Win more. Bill faster. Stop chasing.
Join Australian consultants who run their practice on OneBookPlus. Free to start — upgrade when you're ready.
Get Started FreeLast reviewed and updated: by Bishal Shrestha
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