Everything to keep your books clean & current.
From getting current to staying current — plus payroll, software setup, and reporting when you need them. We keep your books clean & tax-ready. Your CPA files your taxes.
Monthly BookkeepingCore
Categorized, reconciled, and closed every month — so your numbers are always current and tax-ready.
Books closed by the 10th, every month — and a CPA-ready package at year end.Catch-Up & CleanupCore
Behind on the books, or inherited a mess? I rebuild your ledger, reconcile every account, and get you current — calmly.
A clean, reconciled history you can trust — usually current within 2–4 weeks.Payroll ManagementAdd-on
Run payroll on Gusto, keep it reconciled in your books, and stay ahead of contractor 1099s — without the scramble.
Payroll that runs on time and reconciles to the penny in your books.QuickBooks / Xero SetupCore
Just starting, or switching software? I set up QuickBooks or Xero properly — chart of accounts, connections, and rules — so it works from day one.
A clean, correctly configured system — and the confidence to use it.Reporting & Light AdvisoryAdd-on
Beyond the monthly close: custom dashboards, cash-flow visibility, and a monthly call to talk through what the numbers mean.
A clear picture of cash and performance — and a monthly conversation about it.Start with the core, add as you grow.
Most clients begin with monthly bookkeeping (or a cleanup to get current), then layer on payroll and reporting when it’s time.
Core services
- Monthly Bookkeeping — Books closed by the 10th, every month — and a CPA-ready package at year end.
- Catch-Up & Cleanup — A clean, reconciled history you can trust — usually current within 2–4 weeks.
- Software Setup — A clean, correctly configured system — and the confidence to use it.
Where bookkeeping ends and your CPA begins.
I keep your books clean & tax-ready
- Categorize & reconcile every month
- Monthly P&L, balance sheet & cash summary
- Payroll, AP/AR, and software set up right
- A clean, CPA-ready package at year end
Files your taxes & advises on strategy
- Prepares & files your tax returns
- Tax planning & entity strategy
- Represents you with the IRS
- Works faster with my clean books
We keep your books clean & tax-ready. Your CPA files your taxes. Tidy Stack is not a CPA firm and does not provide tax advice.