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WE TIDY BOOKS
Quickbooks Online ProAdvisor
Xero Certified Advisor
Messy books?
We can turn them into accurate financials quickly.
Our Fans
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Services
Bookkeeping
Select weekly or monthly bookkeeping services that produce reliable financial statements
E-commerce Accounting
You don't have to explain to us what 3PL , FBA, Shopify or sourcing is. This is our niche.
Year End Tune Up
Let us tidy up your entire year of books. Seriously, you've got more important things on hand.
New Company Incorporation
Select the perfect entity type for your new company - partnerships, corporations, LLCs, or S-corps.
Payroll
Direct deposit your employee's payroll and submit all related payroll filings on time.
Cloud Accounting Setup
Getting started with the right setup going forward
1099 & W-2 Filing
File 1099 & W-2 for the recipients and government agencies timely.
Sales Tax Filing
Stay in compliance with varies state sales tax law, especially for e-commerce owners. Let us help.
Receipts & Tax Document Management
Organize your receipts and documents in a snap (literally).
Inventory Managment
Outgrowing your current accounting software? Let's add some muscle to your inventory system.
These organizations stand behind our qualifications
Our Credentials
Bookkeeping Bundles
You will be charged for the plan after the admin approves your vendor account
Basic
$ 269
Per Month
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Track income and expenses for up to 100 transactions per month
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Free Quickbooks Online Subscription (valued at $840/ yr)
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FREE Receipt organizing software (currently valued at $240)
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Monthly Financial Statement (Balance Sheet & Profit & Loss)
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Unlimited Bank and Credit Card reconciliation
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1099 contractor payment tracking and 1099 year-end summary
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Accounts Receivable & Accounts Payable aging detail analysis
Standard
$ 349
Per Month
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Track income and expenses for up to 200 transactions per month
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FREE Quickbooks Online Subscription (currently valued at $840/yr)
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FREE Receipt organizing software (currently valued at $240)
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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
Plus
$ 399
Per Month
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Track income and expenses for up to 325 transactions per month
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FREE Quickbooks Online Subscription (currently valued at $840/yr)
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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
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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
Basic Payroll
$ 99
Month
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Accurate payroll and tax calculations for up to 3 employees (Biweekly or Semi monthly)
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Digital employee onboarding tax forms preparation (USCIS I-9, Federal W4, California DE-4)
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Direct Deposit available on all paychecks
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Matching payroll entries in bookkeeping software everytime payroll is processed
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Quarterly Federal and State tax calculated, e-filed, paid on your behalf
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Year-end payroll filing with the state and payment submission
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Manage garnishments and deductions
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Individual employee portals where they can access their paystubs anytime, anywhere
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One year-end bonus payroll run for the company
Popular Add-ons
$ varies
Month
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$5 for every 1099 Contractor Direct Deposit payment
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$10/mo for every additional employee (direct deposit)
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$15/mo for every additional employee (print paper check)
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$50/mo for every additional payroll run
Popular
Our Team
NICE TO MEET YOU! 🙂
Tina Wu
FOUNDER
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
CO-FOUNDER
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
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.
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).
Email us at: hello@tidybooks.io, or give us a call at 1-626-699-9959
- Saves time with automation
- View real time data from your bank
- Access and collaborate financial data ANYWHERE
- Streamlining improves accuracy
- No installation required
- 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)
We’ve been working virtually with other firms many years. Cloud accounting allows us to collaborate with our clients anytime, anywhere.
We spent the last 15 years in the public accounting industry and became certified professionals at bookkeeping, accounting, and tax. See our credentials above.
