Simple, confident, no confusion:

We start with a complimentary consultation to understand your business, review your current processes, and determine the best approach.

1. Schedule a consultation
2. We assess your current systems
3. You receive a clear plan and estimate
4. We begin organizing your financials

Most clients use between 5–20 hours per week, depending on business size, transaction volume, and complexity. Whether you need a few hours a week or ongoing support, services scale with your business.

Cleanup / backlog → $35-$40/hr 

Perfect for businesses that are behind, disorganized, or need a fresh start.
I step in quickly to assess, organize, and bring your Accounts Payable and Receivable up to date.
 

• Past due invoice processing 
• Vendor statement reconciliations 
• Identifying missing or duplicate invoices 
• Cleaning up aging reports 
• Organizing AP/AR records and workflows 
• Resolving discrepancies and outstanding issues

Result: Your books are current, organized, and no longer overwhelming.

Ongoing / maintenance → $40-45/hr

Ideal for businesses that want reliable, ongoing financial workflow support without hiring a full-time employee.
 

• Daily/weekly invoice processing 
• Payment scheduling (ACH, check, etc.) 
• Vendor communication and issue resolution 
• Accounts receivable tracking and follow-ups 
• Month-end support and reporting assistance 
• Maintaining organized, audit-ready records

Result: Your financial operations stay consistent, accurate, and stress-free.

All services are provided on an independent contractor basis. Invoices are issued regularly for hours worked or agreed project scope.

All services are provided on a contract basis through The Tidy Books Company. Support is flexible and tailored to your business needs, whether for short-term cleanup or ongoing financial workflow management.

Clients are invoiced on a weekly basis for hours worked or agreed-upon project scope. Each invoice includes a detailed summary of services provided.

Payment is due within 7 days of invoice date unless otherwise agreed in writing.

Payments are accepted via:

• ACH transfer
• Business check
• Electronic payment (e.g., Stripe or similar platform)

Hourly services are billed based on actual time worked. Time is tracked accurately and rounded to the nearest quarter hour.

For cleanup or backlog projects, an estimated number of hours or flat project fee may be provided in advance. Final billing reflects actual work completed unless a fixed fee is agreed upon.

Invoices not paid within the agreed time frame may be subject to a late fee of 5% of the outstanding balance.

Services may be paused until the account is brought current.

Clients agree to provide timely access to necessary systems, documents, and information to ensure efficient and accurate service delivery.

All client financial information is handled with strict confidentiality and professionalism.

Services are designed to be flexible. Clients may scale support up or down based on business needs with reasonable notice.

New clients begin with a brief consultation to assess needs, define scope, and establish expectations prior to the start of services.