Want to know exactly what we do?

We use Quickbooks Online to track every penny - where your money came from and where it went. 

No more missed tax deductions or sleepless nights. No more putting your finances on the backburner. No more not knowing what you don’t know.

First, we’ll set up or review your Quickbooks Online account, connect your bank accounts, and take care of categorizing all of your transactions. What if we have questions, you ask? You will receive a link in your email to our lovely portal where you will answer a short list of questions and go on with your day.

Your books will be updated each and every month, and you will receive a simple Profit and Loss report monthly (and we’ll make sure you understand it). We’ll hop on zoom for review meetings as needed to take a look at what’s been happening so far in the year and look ahead at what’s on the horizon.

Still have more questions? Scroll down for our FAQ’s.

Client Love

  • "I’m a pretty organized person and I thought I was doing okay with bookkeeping on my own. But it was starting to take up a lot of time I could have been spending building my business. My new bookkeeping system is so easy. Tidy Books nailed my business's bookkeeping perfectly."

    Michelle Kaffko

  • "Having Tidy Books doing my books has been the biggest peace of mind for me as a small business owner. Best.Decision.Ever."

    Allison Redmon

  • "My finances were a bit of a wreck! I was constantly dreading the end of the year and having to do my taxes. By hiring Tidy Books, I feel a great weight has been lifted off my shoulders! Highly recommend!!!"

    Brittany Baldwin

Tidy Books FAQ’s

Answers to your burning questions about bookkeeping

  • If you’ve never explored outsourcing your bookkeeping, it can be a beautiful thing. We take care of the nitty gritty details and make sure you are both tax ready at year-end, AND have a handle on the state of your finances all year long.

    As one client put it, “Don't be crazy. Stop doing your own bookkeeping. Tidy books will relieve a significant amount of weight off your shoulders so you can get back to doing what you're best at.”

  • Consider these three criteria:

    1) You're making steady money and you’re annoyed by, frustrated with or procrastinate on your books.

    2) You work with a CPA at tax time, but you still feel confused or lost on what this is all about.

    3) You actually don’t mind doing your books and you’re good at it, but it’s time to outsource it and focus on things that generate revenue and bring you joy.

  • We have options for quarterly bookkeeping or even annual packages to simply get you ready for taxes.

    If you lead a team or bring in significant commissions, we recommend starting on a monthly package for maximum benefit.

  • We have limited capacity for tax clients each year. If we have done your bookkeeping for the tax year, you may qualify for our tax services.

  • You will have a kickoff meeting with our team to get started and take care of any housekeeping items at the beginning of our partnership.

    You can expect lots of communication during our onboarding time and in the early months of our partnership. As we get to know your business and transactions, we’ll have less questions for you each month.

  • We are subscription based. With flat monthly rates for all of our packages, there are no surprise fees.

    Schedule a call for pricing on a package that best suits your needs.

    Your Quickbooks Online subscription is not included in our packages, but we are able to offer a slight wholesale discount.