Bookkeeping & financial advisory for US small businesses
Books that would pass an audit, kept every month.
Tidy Advisors keeps your books reconciled, readable and ready for your tax preparer, your lender or your next big decision. Our work is led by a Chartered Accountant with 17 years in Big 4 audit at PwC and KPMG.
Fixed monthly fees · US business-hours coverage · No long contracts
| ✓Balance per bank statement | 48,213.06 |
| ✓Add: deposits in transit | 3,150.00 |
| ✓Less: outstanding checks | (1,872.40) |
| ✓Balance per books | 49,490.66 |
| Unexplained difference | 0.00 |
Every account, every month. Ticked to the statement.
ReconciledMedical & dental practices
Insurance receipts, payroll and equipment financing, reconciled and clear.
E-commerce sellers
Marketplace payouts matched to orders, fees and refunds, so profit is real.
Contractors
Job costs, retainers and supplier bills tracked by project.
Sole proprietors
Clean records and owner draws kept separate, ready for tax time.
What we do
Everything your books need, and nothing they don't.
Bookkeeping, reconciled every month
Every bank and card account reconciled to its statement, transactions categorised, bills and invoices recorded, and the month locked once it's closed. In QuickBooks Online or Xero.
Management accounts
A short pack you can read in ten minutes: where money came from, where it went, and what changed.
Budgets & cash-flow forecasts
A realistic plan for the year, and a rolling cash forecast that gets revisited, not filed away.
Cost audits
A line-by-line look at payroll, suppliers and subscriptions to find money leaking out.
Financial statement reviews
An auditor's review before you hand your numbers to a lender, investor or tax preparer.
The audit lens
We've spent careers reviewing other people's books.
So we know where errors hide. Every month, before we call your books closed, we check the things an auditor would check first.
- Bank and card reconciliationsTied to the statement balance, not just the bank feed.
- Nothing posted into closed monthsClosed periods are locked, so last quarter's numbers stay last quarter's numbers.
- Uncategorised items cleared to zeroNo "ask my accountant" balance waiting to be explained in April.
- Payroll and sales tax tied outYour liabilities match what your payroll provider and tax returns say.
- Owner money kept separatePersonal spending goes to draws, not to business expenses.
How it works
From messy to monthly in three steps.
Free 20-minute review
Tell us how your books are kept today. We'll tell you plainly what needs fixing and what it would cost.
Clean-up and set-up
If your books are behind, we bring them current first, then set up your chart of accounts and bank feeds properly.
Monthly close
Each month we reconcile, close and send your management accounts, for a fixed fee agreed upfront.
Tools we work with
We work in the software you already use.
Or we'll help you choose, with honest notes on what each one costs and who it suits.
Resources
Free guides, written from the auditor's side of the desk.
QuickBooks Online vs Xero
Which ledger to pick, what each costs now, and the one question that settles it.
Read the guide → ChecklistA month-end close checklist for small businesses
Twelve checks that keep your books clean, from what auditors look at first.
Read the guide → GuideIs free accounting software enough?
What Wave and QuickBooks Free really cost you, and when to move to a paid plan.
Read the guide →Questions
What owners ask us first
Do you work with businesses outside the US?
Our services are built for US small businesses and sole proprietors, and we cover US business hours. Our team works remotely.
Which software do you use?
QuickBooks Online and Xero. If you're on something else, or on spreadsheets, we'll recommend the right move during your free review.
How much does it cost?
A fixed monthly fee, agreed before we start. It depends on how many accounts and transactions you have and which services you need. We'll quote after the free review, with no obligation.
My books are a year behind. Can you help?
Yes. We bring them current first as a one-off clean-up, quoted separately, then keep them current every month.
Do you file taxes?
We prepare clean, reconciled books and year-end reports for your tax preparer or CPA. Tax filing itself stays with them.
Free 20-minute review
Find out where your books really stand.
- A plain-English view of what's working and what isn't
- A fixed quote if you'd like us to take it on
- No obligation and no sales pressure
Replies within one US business day.