WE TIDY BOOKS

Quickbooks Online ProAdvisor

Xero Certified Advisor

Messy books?

We can turn them into accurate financials quickly.

GRAND OPENING!

Book a FREE 30 minute one-on-one consultation with us! Visit us at 14726 Ramona Ave, 4th Floor, E8, Chino, CA 91710

Bookkeeping Tune Up

40% OFF of monthly bookkeeping service.

We will return tax-ready financials to you within 10 business days.

One Month of Bookkeeping

No Commitments, No Credit Cards necessary. Try our clean, organized cloud bookkeeping service for FREE.

Our Fans

Tina has been extremely helpful in supporting the growth of our small business. She has been nothing short of professional, caring, and easy to work with! She responds quickly, is knowledgeable in her expertise and goes the extra mile in preparing reports and answering questions. We love working with her!

Stephanie TsangCEO and founder of lights on learning

The whole team here gets involved and makes you feel like family.They understand what people want and need when it comes to taxes and the team stays well aware of any information to help in any situation. The best part? Everything gets done well ahead of time which makes things so much more stress free and on autopilot.

Vivi WuCEO & Founder of VIVIPETS

Grace has been great handling our books for the last three years. They were able to keep up with our growth that tenfold for the past three years!

Kay ShoorCEO and Founder of Industry Upgrade

I will refer anyone and everyone that may need Tidybooks' services. Promise. :-)

Chris ScottCEO & Founder of Scott Media Group

Before Tidybooks, Tina has been my trusted and advisors for years. They get the job done quickly and accurately.

Jimmy PanPersonal Bookkeeping client

Grace has been on top of my monthly bookkeeping and payroll filing, AND, explain all the procedures, payments, deadlines, submissions to be even BEFORE we ask her questions. She's a godsend compare to our previous CPA who was non-responsive to our inquires. They are also up to date in their technologies, so much easier to work with than my other CPA's.

Jimmy QiCEO of a Popular restaurant in LA

Tidybooks help our company clean up the entire year of receipts and bookkeeping for a really affordable price. I highly recommended all my connections who needs bookkeeping here. They are quick and professional.

Jerry YuIndividual Bookkeeping Client

Services

These organizations stand behind our qualifications

Our Credentials

Bookkeeping Bundles

You will be charged for the plan after the admin approves your vendor account

$ 269

Per Month

Track income and expenses for up to 100 transactions per month
Free Quickbooks Online Subscription (valued at $840/ yr)
FREE Receipt organizing software (currently valued at $240)
Monthly Financial Statement (Balance Sheet & Profit & Loss)
Unlimited Bank and Credit Card reconciliation
1099 contractor payment tracking and 1099 year-end summary
Accounts Receivable & Accounts Payable aging detail analysis

$ 349

Per Month

Track income and expenses for up to 200 transactions per month
FREE Quickbooks Online Subscription (currently valued at $840/yr)
FREE Receipt organizing software (currently valued at $240)
Monthly Financial Statement (Balance Sheet & Profit & Loss)
Unlimited Bank and Credit Card reconciliation
1099 contractor payment tracking and 1099 year-end summary
Accounts Receivable & Accounts Payable aging detail analysis
Monthly Inventory Adjustments based on data provided by client

Popular

$ 399

Per Month

Track income and expenses for up to 325 transactions per month
FREE Quickbooks Online Subscription (currently valued at $840/yr)
FREE Receipt organizing software (currently valued at $240)
Monthly Financial Statement (Balance Sheet & Profit & Loss)
Unlimited Bank and Credit Card reconciliation
1099 contractor payment tracking and 1099 year-end summary
Accounts Receivable & Accounts Payable aging detail analysis
Monthly Inventory Adjustments based on data provided by client
Monthly 1 hr meeting going over current month financial statement

BEST VALUE

Perfect
Payroll

You will be charged for the plan after the admin approves your vendor account

$ 99 Month

Accurate payroll and tax calculations for up to 3 employees (Biweekly or Semi monthly)
Digital employee onboarding tax forms preparation (USCIS I-9, Federal W4, California DE-4)
Direct Deposit available on all paychecks
Matching payroll entries in bookkeeping software everytime payroll is processed
Quarterly Federal and State tax calculated, e-filed, paid on your behalf
Year-end payroll filing with the state and payment submission
Manage garnishments and deductions
Individual employee portals where they can access their paystubs anytime, anywhere
One year-end bonus payroll run for the company

$ varies Month

$5 for every 1099 Contractor Direct Deposit payment
$10/mo for every additional employee (direct deposit)
$15/mo for every additional employee (print paper check)
$50/mo for every additional payroll run

Popular

Our Team

NICE TO MEET YOU! 🙂

Tina LOVES fixing messy books! She’s a CPA, Quickbooks ProAdvisor, and a Xero Certified Advisor. She’s an accounting animal that loves munching on messy numbers and then spitting organized, clean financials so you can discover your company’s actual worth!

Grace Huang has been serving in the public accounting industry for over 15 years. She is a Certified Public Accountant in the State of California. She loves to read the tax law on her spare time and prepares tax returns for fun…no really.

FAQ

Most frequent questions and answers

Are Cloud accounting safe?

Cloud-based accounting software uses encryption to send and store data. Basically, this means your information is rewritten into a secret unbreakable code. This is the same type of security (265-bit encryption) used to make online banking safe.

There are so many accounting tools in the market, why do I still need to hire tidybook?

GREAT QUESTION! We agree that there are a plethora of accounting tools in the market, but successful business owners know that their time is more valuable bringing in business than learning to do everything themselves.

Let me give you an example. If your toilet is clogged and you are not a professional rooter, you have two options:

Option 1: Research by watching Youtube for hours, list out all possible tools you need, run to Home Depots and purchase all those tools (without knowing which one you really need), go home, read the instructions for the tools, dismount the toilet, cross your fingers and attempt to unclog it in the next 3 days –GOOD LUCK!

Option 2: Call a professional rooter. They bring in their professional tools, fix it in an hour, and return an unclogged toilet to your family. If you’re nice they might even detail the toilet for you.

We’re the same, except we are professionals that deals with another pile of poop (crumble receipts and documents).

How do I get started?

Email us at: hello@tidybooks.io, or give us a call at 1-626-699-9959

What are the benefits of cloud accounting?

Saves time with automation
View real time data from your bank
Access and collaborate financial data ANYWHERE
Streamlining improves accuracy
No installation required

What are some common bookkeeping / accounting mistakes?

Improperty categorize expenses
Not reconciling bank accounts and credit card accounts
Forgot about Sales Tax (oops)
Bad (NO) petty cash management
Poor communication between bookkeeper and owner
Forgot to track Reimbursable expenses
Not tracking 1099 vendor expenses for year end reporting
Duplicating sales because the bookkeepers doesn’t know what to do with deposited funds (PAYING TAXES YOU DON’T OWN)
Not moving Purchase orders to Bill and under report expenses (PAYING TAXES YOU COULD’VE SAVE)

I'm not in California, how can I work with you guys?

We’ve been working virtually with other firms many years. Cloud accounting allows us to collaborate with our clients anytime, anywhere.

Are you guys qualified to work on my accounting?

We spent the last 15 years in the public accounting industry and became certified professionals at bookkeeping, accounting, and tax. See our credentials above.

Contact Us

Phone: + 1 626 699 9959

Email: hello@tidybooks.io

Adress: 14726 Ramona Ave E8, Chino, CA 91710

MON-FRI 9:00 AM - 6:00 PM (PST)

We bring accounting to the modern era.

WE TIDY BOOKS

Messy books?

We can turn them into accurate financials quickly.