How it works
Getting started is simple
From the first hello to clean monthly books, here is exactly what working with Tidy Ledgers looks like.
Onboarding path
From intake to monthly close
The process
Five steps, about a week to onboard
Free books health check
Send us access or a recent export and we will tell you honestly where your books stand, what needs cleanup, and what ongoing work would look like. No cost, no sales pitch.
A clear, flat quote
Within one business day you get a flat monthly quote with the scope spelled out. You know exactly what you pay and what you get, with nothing hidden.
Secure onboarding
If it is a fit, we connect your bank, cards, and QuickBooks through a secure client portal, never plain email, and set up your chart of accounts so everything is organized from the start.
Cleanup and catch-up
We bring any backlog current and reconcile every account, so your starting point is accurate. Onboarding usually takes about a week.
Monthly books and check-ins
Each month we categorize, reconcile, and close your books by the 10th, then send clear statements. You always have a real person to call when a question comes up.
What you get every month
Once you are set up, the work runs like clockwork. You always know where your business stands.
- Books closed by the 10th of each month
- Profit and loss, balance sheet, and cash flow
- Bank, card, and loan accounts reconciled
- Sales tax and payroll filings handled, if included
- A one-page summary you will read
- A direct line to Mark, not a call center
Switching is easy
Already working with someone, or doing it yourself? We handle the handover. We connect to your existing software, bring everything current, and keep you month to month with no long-term contract. Your books are always yours.
Ready for clean books and straight answers?
Get a free, no-obligation quote and a quick health check of where your books stand. We reply within one business day. No pitch, no pressure.