Tidy
from$149/month
For sole traders and brand new businesses.
- Monthly bookkeeping and bank reconciliation
- Quarterly sales tax filing
- A check in call every quarter
- Year end pack for your return
Your paperwork + our people = 100% calm
Qualified accountants for small businesses and the families behind them. Books, payroll and tax, done every month.
Count
on us.
Bookkeeping, payroll, tax returns and straight answers, for small businesses and the people who run them. One small team, one fixed monthly price and not a word of jargon.
See what we doKeeping the books for
- Kettle & Crumb
- FRESH SMILE DENTAL
- brightside
- OAKBEAM BUILDERS
- Little Sprout
- Copperline Cycles
Services
Pick a column. We fill in the rest.
- Monthly bookkeepingReconciled, categorised and closed by the tenth.
- Payroll and contractorsPay runs, slips and the filings that go with them.
- Business tax returnsPrepared, checked twice and filed on time.
- Sales tax filingsQuarterly returns, worked out and sent for you.
Send us the receipts, the bank feeds and the questions. We send back tidy books, filed returns and a clear picture of where you stand every month.
- Personal tax returnsOne clear list of what we need, then we do the rest.
- Rental incomeRents, repairs and the records that go with them.
- Self employed and side incomeExpenses sorted and quarterly amounts worked out.
- Family paperworkStudents, new babies, care costs and estates.
Tax time without a kitchen table full of envelopes. We gather, check and file, and we look for every deduction you are entitled to.
- Cash flow forecastsTwelve months ahead, updated every month.
- Budgets and pricingKnow what each job, product or hour really earns.
- Starting a businessThe right set up, registrations and a first year plan.
- Succession and retirementHanding over or stepping back, planned early.
Big decision coming up? We run the numbers with you first, so you can choose with a clear head and a plan for the cash.
Most clients find us through a friend who stopped dreading tax season. We stay small on purpose, so you always talk to the same two people, and they always know your file.
Meet the teamA neighbourhood firm, with the numbers to show for it.
- 640+ businesses and families on a monthly plan
- 4.9 average rating from 380 client reviews
- 1 day reply time on every weekday question
- 98% of returns filed before the final week
15 yearstrusted by local businesses and families
The team
People, not portals.
Two partners, five bookkeepers and one shared calendar.
Every client gets a named bookkeeper who does the monthly work and a partner who checks it. When you call, you get someone who already knows your numbers.
Monthly plans
Plans that add up.
One fixed price a month, agreed before we start. No hourly meter, no surprise invoices in April.
- 1A free 20 minute callWe listen, ask a few questions and quote one monthly price.
- 2We tidy the booksCatch up, clean up and set up simple monthly habits.
- 3A monthly rhythmBooks closed, filings sent, a short note on what changed.
- CalmAnd your evenings back.
Steady
from$349/month
For growing teams of up to ten people.
- Everything in Tidy
- Payroll for up to ten people
- Year end accounts and business tax return
- A monthly profit and cash report
Thriving
from$690/month
For busier businesses with bigger plans.
- Everything in Steady
- Cash flow forecast, updated monthly
- A planning meeting every month
- Same day replies on weekdays
Family tax plan from $25 a month. Personal returns, reminders and year round questions for the whole household.
Said with a sigh of relief.
4.9from 380 client reviews
I used to lose a weekend every quarter to receipts. Now I forward them from my phone and that is the end of it. The quarterly call alone is worth the fee.
They found the mess my last bookkeeper left, fixed it in a month and never once made me feel silly about it.
Our family return used to be a February argument. Now it is a fifteen minute call and a signature.
What does it cost?
Most small businesses pay between $149 and $690 a month, depending on transactions, people and filings. You get one fixed monthly price before we start, and it only changes if your business does.
Can you fix books that are behind?
Yes, catch up work is one of our favourite jobs. We quote it as one fixed price, tidy everything up, then move you onto a monthly plan.
Will you look for deductions?
Always. We look for every deduction and credit you are entitled to, and explain what we claimed and why, in plain words.
Do I need special software?
No. We work with the bank feeds and tools you already use, and if you have none, we set up something simple with you.
Can we meet in person?
Whenever you like. Our office is on the north side, and we are just as happy on a video call or at your shop counter.
Book a free call
Let's do the sums.
Tell us a little about your business or household. We will call back within one working day to book your free 20 minute chat.
- 555-0117
- hello@tallyandco.tax
- Monday to Friday, 8.30 am to 5.30 pm
