Monthly bookkeeping for consultants and small agencies
You handle the clients. We’ll handle the books.
Client deadlines come first. Bookkeeping tends to get what’s left. TidyMonth helps you catch up and takes on the monthly bookkeeping, from categorizing transactions to reconciling accounts. We ask when we need context; a bookkeeper reviews the close.
$199 a month. Catch-up work is quoted as a fixed price before anything is charged.
No card · No bank login to start · We aim to reply within one business day
Prefer to talk? Call (267) 209-8318
What did you buy, and was it for the business? Add the receipt so we can review the right category.
Illustrative example
Your business knowledge. Our bookkeeping work.
Was that purchase for a client project or for home? You know the context. We ask for the details and receipts we need, then use them to work through your books.
Bookkeeping shouldn't become your Sunday night job.
You finish the client work, send the invoices, and promise yourself you’ll sort the books this weekend. Then another week happens. By the time your accountant asks for records, there’s a backlog to untangle.
Let’s give the books a place in the month.
We start by checking what needs attention and agreeing on the catch-up work. Then we handle the monthly bookkeeping. You can see the reports, what’s been reviewed, and which questions still need an answer.
The Tidy Close
From bank activity to reviewed reports, here’s what the monthly work involves.
Gather
We collect the statements and records needed for the accounts and months we agree to handle.
Categorize
We categorize transactions and ask for context or receipts when the records do not tell the whole story.
Reconcile
We compare your books with account statements and investigate differences. Unresolved items stay visible.
Review
A bookkeeper reviews the reconciliations and exceptions before approving the close.
Deliver
You receive the monthly reports, supporting records, and a clear list of anything still open.
A clear scope. A steady monthly price.
$199 a month covers bookkeeping for a specific kind of business: a US service business, on a cash basis, with one entity, USD transactions, up to six bank and card accounts, and up to 300 transactions a month.
We check the fit before you commit. Catch-up work gets its own fixed quote. Inventory, job costing, and multiple entities fall outside this service, and we’ll tell you if your books need a different setup.
Know what’s included. Know what it costs. See pricing →
Make the accountant handoff easier.
When your accountant asks for records, you have a place to start: reports, reconciliations, and the supporting detail from the months we’ve completed. Any open questions go with them, so your accountant knows what still needs review.
Are you the accountant? We take the monthly bookkeeping for your smaller clients and send the year-end package to you. See how that works.
Your books are yours.
Export your ledger and financials anytime, to QuickBooks or anywhere else. If you ever leave TidyMonth, your accounting history leaves with you. No lock-in. Ever.
Built for
- ✓Consultants and coaches
- ✓Marketing, design, and dev agencies
- ✓IT services and other owner-led service businesses
US businesses on a cash basis with one entity, where the owner has been doing the finance admin and an accountant reviews at year end. Not your business? See the questions below.
What we handle
- ✓Transaction categorization, with questions flagged for your input
- ✓Up to six bank and card accounts reconciled monthly
- ✓Catch-up of up to twelve months at a fixed price
- ✓Monthly reports and the open-item status
- ✓A year-end package for your accountant to review
How we work
TidyMonth is the service; Prosper is the software we use to do the work. After the agreed import, Prosper holds your working books. It’s where you answer questions and see your reports. Your accountant can use the reports and exports for their review.
The guarantee
We would rather refund you than keep you unhappy.
Common questions
Is a real person looking at my books?
Yes. A bookkeeper reviews the reconciliations and exceptions before approving the close. If we need a receipt or business context, we ask you. Your reports include the status of any remaining questions. Guide: what a finished month of bookkeeping should show you.
What if my books are a year behind?
You do not need to catch up before asking for help. Tell us where things stand, even if you are not sure. We’ll ask for the records needed for a Books Check. Your Books Check then shows your last reliable month, what needs catch-up, what we couldn't verify, and a fixed price. Up to three months of backlog is included in your subscription. Guide: how to catch up when you're months behind.
Do I have to leave QuickBooks?
You do not have to cancel QuickBooks, but the monthly bookkeeping happens in Prosper after the agreed import. We do not keep QuickBooks updated alongside it. Your accountant receives reports and exports; we confirm the handoff with you before work starts.
What do you need from me each month?
You provide the records, receipts, and business context we need, and review the reports we deliver. We handle the bookkeeping within your service scope. Missing records or unanswered questions can hold up the close. Guide: what actually needs doing each month.
Can you file my taxes?
Tax filing is not included. We prepare a year-end bookkeeping package for your accountant to review and use in preparing your return. Guide: what your accountant actually needs from you at tax time.
What do I pay today, and when does monthly billing start?
Nothing today. After your Books Check you see two numbers: a fixed catch-up price, which is $0 when you are three months behind or less, and $199 for the first month. Both are charged only when you say yes. Monthly billing then repeats on that same date each month until you cancel. The first-close refund covers that first $199 payment.
What if I'm not happy?
If your first Tidy Close is not worth it, we refund your first monthly payment of $199 in full. No questions asked. Contact us within 30 days of your first close. Completed catch-up work is not covered by this refund.
Do you handle inventory, job costing, or more than one entity?
Not yet. TidyMonth is built for US service businesses on a cash basis with one entity. Inventory, restaurants, construction job costing, multiple entities, multiple currencies, crypto, and trust accounting need a different kind of bookkeeper. If you are unsure whether your business fits, tell us what you need and we’ll check before you commit. Guides: bookkeeping for consultants and bookkeeping for small marketing agencies.
How do I cancel?
Cancel from your account, with no notice period. You can export your ledger and financial reports.
Ready to hand it off?
Seven quick answers. No card, no bank login. We aim to reply within one business day, and you see a fixed price before anything is charged.
Tell us about your booksCancel anytime · No onboarding fee · Bookkeeper-reviewed closes