ABOUT US
Tidy Books Plus has a modern, holistic approach to financial management that combines accurate, data-driven bookkeeping with strategic business advice. A proactive financial partner to help your business grow and succeed.
OUR SERVICES
Guided Bookkeeping Solutions
Our range of services designed to enhance your capabilities and alleviate the stress of running a business. We offer personalized guided sessions tailored to your specific needs, alongside comprehensive bookkeeping services to manage all your financial tasks. Let us help you focus on what you do while we handle the rest.
Meticulous Bookkeeping:
A dedicated bookkeeper systematically records and organizes all financial transactions, such as sales, expenses, and payroll. They ensure compliance with tax regulations and create the foundation of accurate financial data.
Strategic Planning:
Using a comprehensive view of the business's financial health, the advisor helps create strategic action plans. This can include guidance on cash flow optimization, budgeting, risk management, and opportunities for growth.
Regular Financial Reporting:
Technology Integration:
The service provides regular reports, such as cash flow statements and profit and loss statements. These reports are more than just a summary of what happened; they are presented and explained in a way that provides valuable insights.
Many guided services are virtual and use advanced, cloud-based accounting software like Xero and many others, This allows for real-time access to financial data, automates repetitive tasks, and improves overall efficiency.
TESTIMONIALS
Client Experiences
Jennifer Rush
“I can’t recommend Tidy Books Plus enough. Whenever I’ve had Xero issues, Lisa has been the first person I turn to — and she always explains things clearly and in a way that actually makes sense. She even stepped in and handled payroll for me when I was unwell, which took a huge amount of stress off my shoulders.
Knowing I can reach out with any Xero questions and get great communication and support has made running my business so much easier. I’m genuinely grateful for her help and the peace of mind she gives me.”
Susi Haberstock
President - The Mayfair Airts & Culture Centre.
"Lisa is well accomplished with Xero and does an excellent job of ensuring our payroll, account management (including Annual Reports), meeting IRD obligations and providing any reports required by the Board. The above is completed in a timely, professional and friendly manner.
Lisa works remotely for us and has always been willing to provide additional information promptly and has happily supported us with more complex accounting decisions. The Mayfair Board would recommend Lisa’s Tidy Books Plus services to any business regardless of size."
CONTACT
Tidy Books Plus
Ph: 027 396 8945
Email: lisa@tidybooksplus.co.nz
Xero Payroll Certified & also works with MOYB and Ace payroll
Get in Touch
Reach out to us with any questions or inquiries. We are here to support you on your professional development journey.