You may be wondering:
Tidy Books Studio takes the recurring bookkeeping work off your plate and gives you an organized monthly process—so you can spend more time making, selling, and running the business.
Tidy Books Studio organizes, reconciles, and reports on your financial activity in QuickBooks Online.
Your fixed monthly service may include:
Your participation should generally take 30–60 minutes per month. You provide requested statements, access, reports, and answers; Tidy Books Studio handles the recurring bookkeeping process.
Tidy Books Studio may be a good fit if:
Businesses in the $100,000–$500,000 annual-sales range are often a strong fit, particularly when growing sales activity has made do-it-yourself bookkeeping difficult.
Revenue is only one factor. Final fit also depends on the condition of the books, sales channels, accounts, transaction activity, inventory process, and service expectations.
Tidy Books Studio does not currently provide:
Tidy Books Studio can record and reconcile activity from established payroll providers and available sales-tax reports when included in the agreed bookkeeping scope.
Year-end inventory values and adjusting entries must be supplied or approved by the client’s CPA or tax preparer.
If your needs fall outside this scope, Tidy Books Studio will be honest about that before accepting the engagement.
Questionnaire and Fit Call
Complete the short questionnaire and schedule a 20-minute conversation.
QBO Review and a Clear Scope and Price
If we are a good fit, receive a defined proposal or cleanup quote.
Get Back to Running Your Business
Use one simple monthly workflow while your books stay current.
If Tidy Books Studio misses the deadline for a reason within our control, you receive a credit equal to 25% of that month’s bookkeeping fee toward the following month.
No. Tidy Books Studio provides bookkeeping but does not prepare income-tax returns or provide income-tax advice. Your CPA or tax preparer remains responsible for tax services and year-end adjusting entries.
Not currently. Tidy Books Studio may record and reconcile sales-tax activity from available platform reports when included in the bookkeeping scope, but does not determine nexus, make taxability decisions, or prepare and file returns.
Tidy Books Studio works with product businesses whose inventory process is relatively straightforward. The service does not include detailed perpetual inventory management, advanced inventory valuation, manufacturing cost accounting, or work-in-progress accounting.
Clients are responsible for completing their physical inventory count and obtaining year-end inventory values or adjustment instructions from their CPA or tax preparer.
Cleanup and catch-up projects are available when the work falls within Tidy Books Studio’s scope.
After the Fit Call, a limited QBO review may be completed. You will then receive a fixed cleanup quote or a recommendation for a deeper paid diagnostic.
No. Complete the Fit Questionnaire first. QuickBooks accountant access may be requested after the call if the business appears to be a potential fit.
Never send passwords or verification codes.
Prior-month reports are delivered by the 15th when requested information and responses are provided by the fifth business day.
Monthly bookkeeping starts at $550. Standard onboarding starts at $550 as a one-time fee. Cleanup and required client-specific software are additional when applicable.
You receive a fixed quote after Tidy Books Studio understands the condition and complexity of the books.
No. Tidy Books Studio is based in Colorado Springs and can work remotely with suitable product businesses throughout the United States.
