THAT'S IT!

unlimited email support
monthly profit and loss statement
paperless payables - supplier invoices & receipts imported via Hubdoc software
monthly reconciliation of bank and credit card statements

Keep your books in check hassle free with our simple yet effective package

perfect for THE small businesses

Margherita

monthly report pack

LET'S CHAT!

unlimited email support
quarterly 1 hour online meeting
monthly report pack
monthly profit and loss statement
paperless payables - supplier invoices & receipts imported via Hubdoc software
monthly reconciliation of bank and credit card statements

Comprehensive bookkeeping solutions designed to optimise financial operations

perfect for THE GROWING ENTERPRISE

PEPPERONI

SIGN ME UP!

unlimited email support
end of financial year package prepared for accountant
monthly 1 hour online meeting
paperless payables - supplier invoices & receipts imported via Hubdoc software
monthly reconciliation of bank and credit card statements

Level up your financial game with the customised package which is designed for businesses craving a stress free experience

EVERYTHING YOU MIGHT POSSIBLY NEED

SUPREMO

monthly report pack
monthly profit and loss statement

PACKAGES

herE'S A FEW EXAMPLES OF THE TIDY BOOKS CLUB PACKAGES...

Like the sound of one of the examples above?

Get in touch for your customised package!

FAQS

What are the fees?

We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.

WHAT TYPE OF BOOKKEEPING SERVICES DO YOU OFFER?

We work remotely, or we can set up in person meetings to help you better understand your bookkeeping. We utilise cloud based software for easy and secure document uploads and transfers. We specialise in Xero and we are Xero Certified.

HOW DOES MONTHLY BOOKKEEPING WORK?

We analyse and record all of your business transactions through Xero to compile monthly financial statements such as your Profit & Loss and Balance Sheet.

WHAT IF I NEED A MORE FREQUENT SCHEDULE THAN MONTHLY?

We provide excellent customer service, and we are here to serve you. We can absolutely meet more often to meet your specific business needs. We can even provide weekly meetings to help you optimise your cash flow.

When and how do I send my documents to you?

We will need your bank statements every month. We can setup your bank statements to automatically synch with Xero so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.

When do you deliver my monthly financial reports?

We will have your financial reports delivered by the 10th of every month so that you can better plan for your business.

What if my books are behind schedule or need a clean-up?

Don’t worry about that. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

What if I need assistance for special projects?

Let’s talk about it! We love innovation and are constantly trying new concepts. Let’s work together to improve your special projects and optimise your business.

What if I need tax preparation?

We work alongside Dynamize Accounting who can provide all of your tax preparation, consulting, & strategy for your business!

Don't see the question you need answered? Ask us below!

As we transition to a Registered BAS Agent, we comply with the Legislation by working under the direction of Registered BAS Agent: Sharbara Accounting Services. BAS Agent number: 26116425.

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