ONE-OFF
SERVICE
In this package, we design a budget for you, bespoke to your business, based on your actual figures.
There are thousands of budgeting templates online, but to do this yourself it takes a good chunk of time and the thing is, it needs to be customised to your business. Across all my monthly clients, no budget looks the same.
We will set you up with a budget (in your preferred product, usually Excel, Google Sheets or Xero) and teach you how to use it. This service includes 4 weeks of on-going support, you can ask any questions as you learn to use your new budget.
"Kate and the Tidy Books team have been instrumental in helping us to understand our financial position on a weekly and monthly basis. By creating shared spreadsheets to record and visualise some of our financial information. We're able to feel confident in our decision making and our forecasting. It's so easy to add comments and query things and the whole process feels really straightforward and modern. I'd certainly recommend chatting to Kate and her team about how to create documents and dashboards that work for you - rather than trying to work it out yourself."
Chris Street – Director of Up&Up Photography & Film
