BOOKKEEPING + FINANCIAL INTELLIGENCE
Clean numbers. Clear direction.
Get accurate bookkeeping, business tax support, and custom financial reporting that helps you understand what is happening, why it matters, and what to do next.
- Hundreds of small businesses supported
- Stateside bookkeeping and tax team
- All work completed in-house
A 30-minute conversation about your business, your current financial process, and the questions you still cannot answer.
THE PROBLEM
Your reports should answer questions, not create more of them.
Most bookkeeping stops when the transactions are categorized and the standard reports are delivered. That may keep the books current, but it does not necessarily help you run the business.
TidyFigures connects accurate books with practical financial guidance. You can see what changed, understand why it matters, and decide what deserves attention next.
What owners often receive:
- A P&L without explanation
- Reports that arrive after the opportunity has passed
- No visibility into clients, projects, entities, or locations
- Tax conversations that begin too late
- Nobody to call when a financial question comes up
WHAT FINANCIAL INTELLIGENCE LOOKS LIKE
Every month, you should know four things.
Financial intelligence starts with accurate books, but it does not end there.
- 01
What changed
See the shifts in revenue, expenses, margins, cash, and profitability.
- 02
Why it changed
Understand the clients, projects, locations, products, or decisions behind the movement.
- 03
What needs attention
Identify problems before they become expensive surprises.
- 04
What to do next
Finish the month with clear priorities and questions worth answering.
CUSTOM MANAGEMENT REPORTING
Reporting built around how your business actually works.
Most bookkeepers deliver the same reports to every client. TidyFigures builds reporting around your industry, operating model, and the decisions you need to make.
From multi-entity and franchise reporting to project profitability and location-level performance, your reports are designed to answer your questions.
Report 1 of 5
See growth, margins, and profitability in one view.
Know whether higher revenue is actually producing a healthier business.
Showing report 1 of 5: Revenue and profitability
Sample monthly close report using a fictional company and fictional financial data.
THE TIDYFIGURES DIFFERENCE
More than a bookkeeper. One stateside team for your financial operations.
Bookkeeping is the foundation. TidyFigures connects it with custom reporting, business guidance, and in-house tax support so your financial process works as one system.
| Capability | Typical bookkeeping | TidyFigures |
|---|---|---|
| BOOKKEEPING FOUNDATION | ||
| Dedicated bookkeeper | Varies | Yes |
| Stateside service team | Varies | Yes |
| Reconciled financial statements | Yes | Yes |
| Monthly one-on-one meetings | Often unavailable | Available |
| Expense management support | Basic categorization | Review and guidance |
| FINANCIAL INTELLIGENCE | ||
| Custom industry reporting | Rarely | Yes |
| Multi-entity reporting | Rarely | Available |
| Franchise and location reporting | Rarely | Available |
| Project profitability tracking | Rarely | Available |
| Business insights and analytics | Limited | Yes |
| CFO-level reporting and analysis | Rarely | Available |
| TAX AND BUSINESS SUPPORT | ||
| Tax savings analytics | Rarely | Available |
| Tax strategy with a licensed tax professional | Usually separate | Available in-house |
| Annual business tax returns | Usually separate | Available in-house |
| Annual personal tax returns | Usually separate | Available in-house |
| Sales tax returns | Usually separate | Available in-house |
| Payroll tax returns | Usually separate | Available in-house |
| Partner network access | Rarely | Yes |
BOOKKEEPING FOUNDATION
Dedicated bookkeeper
- Typical bookkeeping
- Varies
- TidyFigures
- Yes
Stateside service team
- Typical bookkeeping
- Varies
- TidyFigures
- Yes
Reconciled financial statements
- Typical bookkeeping
- Yes
- TidyFigures
- Yes
Monthly one-on-one meetings
- Typical bookkeeping
- Often unavailable
- TidyFigures
- Available
Expense management support
- Typical bookkeeping
- Basic categorization
- TidyFigures
- Review and guidance
FINANCIAL INTELLIGENCE
Custom industry reporting
- Typical bookkeeping
- Rarely
- TidyFigures
- Yes
Multi-entity reporting
- Typical bookkeeping
- Rarely
- TidyFigures
- Available
Franchise and location reporting
- Typical bookkeeping
- Rarely
- TidyFigures
- Available
Project profitability tracking
- Typical bookkeeping
- Rarely
- TidyFigures
- Available
Business insights and analytics
- Typical bookkeeping
- Limited
- TidyFigures
- Yes
CFO-level reporting and analysis
- Typical bookkeeping
- Rarely
- TidyFigures
- Available
TAX AND BUSINESS SUPPORT
Tax savings analytics
- Typical bookkeeping
- Rarely
- TidyFigures
- Available
Tax strategy with a licensed tax professional
- Typical bookkeeping
- Usually separate
- TidyFigures
- Available in-house
Annual business tax returns
- Typical bookkeeping
- Usually separate
- TidyFigures
- Available in-house
Annual personal tax returns
- Typical bookkeeping
- Usually separate
- TidyFigures
- Available in-house
Sales tax returns
- Typical bookkeeping
- Usually separate
- TidyFigures
- Available in-house
Payroll tax returns
- Typical bookkeeping
- Usually separate
- TidyFigures
- Available in-house
Partner network access
- Typical bookkeeping
- Rarely
- TidyFigures
- Yes
Your bookkeeping, reporting, tax strategy, and tax preparation stay within one coordinated stateside team.
Services are tailored to each engagement. Advanced reporting and tax services depend on the needs and scope of the business.
A clearer financial picture in three steps.
- Step 1
Tell us about the business.
We learn how the company operates, what systems you use, and what you need to understand.
- Step 2
Build the right financial foundation.
Our team reviews your accounting workflow and creates a dependable bookkeeping and reporting process.
- Step 3
Use the numbers to move forward.
Receive clear reporting, practical context, and access to the people who understand your books and taxes.
Built for small businesses. Backed by an experienced team.
TidyFigures is powered by LedgerFi, a bookkeeping and tax firm supporting hundreds of small businesses across the United States.
Every engagement is supported by a stateside team. Bookkeeping, reporting, tax strategy, and tax preparation are completed in-house, so clients are not passed between disconnected providers.
- Hundreds of small businesses supported
- Stateside employees
- All work completed in-house
FROM A LEDGERFI CLIENT
“LedgerFi has been able to provide me with a game plan to track the metrics that matter so I can make informed decisions.”
Frequently asked questions
Is TidyFigures a bookkeeping service?
Yes. Accurate bookkeeping is the foundation of the service. TidyFigures also offers custom management reporting, financial guidance, and access to in-house tax support through LedgerFi.
What does financial intelligence mean?
Financial intelligence means turning accurate books into useful answers. It helps you understand what changed, why it changed, what deserves attention, and how financial decisions may affect the business.
Can you work with my existing bookkeeper?
Possibly. The consultation will help determine whether your current process can be improved or whether a fully coordinated TidyFigures engagement would create better results.
Do you provide tax services?
Yes. LedgerFi provides business and personal tax preparation, sales tax returns, payroll tax returns, tax savings analytics, and strategy with licensed tax professionals. This work is completed in-house.
Is TidyFigures part of LedgerFi?
Yes. TidyFigures is powered and serviced by LedgerFi. LedgerFi provides the stateside bookkeeping, reporting, and tax team behind the service.
What happens during the consultation?
The consultation is a 30-minute conversation about your business, what you receive from your current financial process, what you still cannot answer, and where stronger support may help.
Do I need to be unhappy with my current bookkeeper?
No. Some businesses already have accurate books but still lack useful reporting, tax coordination, or financial guidance. TidyFigures is designed to close that gap.
Your numbers should help you run the business.
Let's talk about what you receive today, what you still cannot answer, and what a stronger financial process could change.
A straightforward conversation about your business. No preparation required.