ONE-OFF
SERVICE
Have some burning questions for a bookkeeper, want advice that you feel should come from your accountant, but it’s just not coming? Book in a strategy call with our business founder – Kate. She will roll up her sleeves and jump into your business with you.
Kate brings a wealth of experience in business, having successfully built and now overseeing the operations of Tidy Books along with two other ventures. Her strategy sessions provide practical accounting advice, combined with insights gained from assisting over 100 business owners with their bookkeeping needs. Drawing on her extensive experience in growing businesses, Kate offers more than just bookkeeping expertise—she understands the challenges and rewards of being a business owner herself.
Strategy sessions will include:
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Consultation to go over your questions, concerns, goals
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From here Kate will customize a plan to help – this may include cashflow forecasting, budgeting or implementation of bookkeeping processes
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Access to Kate via email for 4 weeks afterwards
“We were having several problems with our bookkeeping processes (mainly around Xero) and Kate came highly recommended. Very quickly she had reviewed our system, not only advised us on a
couple of changes but gave us good, clear explanations of what we were doing and why....all in easily understandable language. If you are looking for an expert to fill any knowledge gaps (some you may not actually know you have), Xero training or regular bookkeeping/business analysis then I can't recommend Tidy Books highly enough”
Mark Stevenson – Business Owner