Your Foundation for Financial Growth
Tidy Ledger turns chaos into clear, concise, and compliant financial data, freeing you to focus on running your business.
AAS Certified
Associate of Applied Science in Accounting
Farmington, ME
Serving Maine & Remote Clients Nationwide
Our Services - Let's Get Everything Tidy
One-Time Services - The Tidy Transformation
Specialized projects like historical clean-up and system setups require a single dedicated effort to get your foundation correct.
The Tidy Deep Dive: Historical Clean-up
Our signature service, designed to rescue your backlogged or inaccurate financial history.
- Comprehensive review and correct categorization of every transaction.
- Meticulous reconciliation of all bank & credit card accounts to the penny.
- Correction of structural errors in your general ledger and proper setup of beginning balances.
- Outcome: 100% accurate, tidy, and fully compliant historical data for peace of mind and tax/audit readiness.
QBO Setup & Data Clean-Up / Integration
Launch your business on the right foot with a professionally configured QuickBooks Online setup.
- Custom design of your Chart of Accounts and class/location tracking for optimal reporting.
- Secure linking of financial institutions and importing of correct opening balances/historical data.
- Establishment of customized financial reporting templates.
- Assistance with connecting and integrating key third-party resources (payment processors, payroll, expense apps).
- Handling all foundational data work for a perfectly tidy and operational system.
Ongoing Monthly Bookkeeping
Keep your ledger immaculately Tidy with continuous, accurate, and stress-free monthly bookkeeping.
Ongoing Monthly Bookkeeping & Tax Prep Support
Our ongoing service covers the essential core of accurate bookkeeping:
- Meticulous classification of all cash, income, and expenses.
- Complete reconciliation of all bank and credit card accounts.
- Preparation of key monthly financial reports (Balance Sheet, P&L Statement).
- Preparation of all necessary documentation and reports for your CPA (stress-free tax season).
- High-level payroll expense data entry into QBO (based on third-party reports).
Important Exclusion Notice: We focus strictly on ledger accuracy. This service explicitly excludes all operational tasks such as Accounts Payable (A/P) or Accounts Receivable (A/R) management, initiating vendor payments, handling employee payroll processing/filing, and all forms of tax preparation or filing advice (this remains your CPA's role).
Ready for a Tidy Financial Future?
Because every business's needs are unique—especially for historical clean-up— Tidy Ledger provides custom, transparent quotes with ZERO surprise fees based on your complexity and volume. Let's schedule a free consultation to discuss your specific needs.
Pricing Transparency
Custom Quotes Only.
Our prices are tailored to your business complexity. We factor in three main variables for transparent, fair pricing:
- 1. Historical Clean-up Volume - This is based on the number of transactions and the complexity/age of the books needing clean-up (ranging from 3 months to 2+ years). This is a one-time project fee.
- 2. QBO Setup & Integration Complexity - This is based on the number of linked accounts, third-party integrations, and the extent of custom Chart of Accounts/reporting required. This is a one-time project fee.
- 3. Ongoing Monthly Volume - This is based on the average monthly transaction count across all connected bank/credit card accounts. This determines your fixed monthly retainer fee.
A free, 30-minute consultation is all it takes to start your tidy journey. Please reach out via email or Facebook below to schedule.
Contact Tidy Ledger
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