Columbus, OH

Your Trusted Bookkeeper.

Now Accepting New Clients

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Categorization
Reconciliation
Reports
FEDERAL GRANTS
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About Us

Your books.
My passion.

Casey VanAtta

Ohio State The Ohio State University
QuickBooks QuickBooks® ProAdvisor

With over 10+ years of experience & two degrees from The Ohio State University, I bring a decade's worth of experience & passion to the table to help small business owners, like you, supercharge their finances. As a QuickBooks® Certified Professional & ProAdvisor, I have extensive experience in cleanup projects, categorizing & reconciling transactions & ongoing monthly oversight of accounts.

I offer fully custom services that are unique to your business. I dive deep into your numbers to uncover tax-saving opportunities, conduct detailed cost analysis to boost your profitability & help simplify your financial reporting. My mission is to help businesses not only stay organized but to make sure you are truly taking home as much PROFIT as possible!

Casey VanAtta

Casey VanAtta

Ohio State The Ohio State University
QuickBooks QuickBooks® ProAdvisor

Bookkeeping

We meticulously categorize every transaction, reconcile each account line by line, and deliver comprehensive monthly reports — so your finances are always accurate, compliant, and ready for confident decisions.

Federal Grants

Specialized grant drawdown tracking, compliant expense categorization, and audit-ready reporting for organizations managing federal funding. Most bookkeepers won't touch this. We built a system for it.

EXPERIENCE
0+
Years of experience
Nothing I haven't seen
EFFICIENCY
0+
Hours saved per month
More time for your family

No long contracts. Flat-rate pricing. Total transparency.

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Services

What we handle.

We understand that each business is unique, which is why we offer custom solutions designed to meet your specific needs. Transparent pricing, data security, and the latest technology — so you always have accurate, timely financial insights.

categorization
1 · Core

Categorization

Every transaction sorted, coded, and assigned to the right account. No guessing, no pileups, no end-of-year scramble.

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reconciliation
2 · Core

Reconciliation

Bank accounts, credit cards, loans, etc. — reconciled line by line every month. Your books match your bank. Period.

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financial reports
3 · Core

Financial Reports

Monthly P&L & Balance Sheet reports delivered on time. Clean, clear, and ready for decision-making or tax prep.

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federal grant bookkeeping
4 · Specialty

Federal Grants

Grant drawdown tracking, compliant expense categorization, and audit-ready reporting for organizations managing federal funding.

Learn more →
0+ hrs / month

Did You Know?

The average business owner spends up to 20+ hours per month on their own bookkeeping. What would all that free time do for your business? Get more clients? Scale? Add more locations?

One of the key reasons you need a bookkeeper is to free up your valuable time as an owner. If you are constantly in and out of your bank accounts, credit card accounts, loan accounts, etc. throughout the day — you are taking a HUGE amount of time away from your business. 

Why It Matters

Why do I need
bookkeeping services?

Ohio law requires it.Ohio law requires ALL businesses to keep up-to-date records on all business transactions.

Built-in budgeting.Monthly, quarterly, and annual budgeting created for you at your fingertips.

Easier maintenance.Easier month-to-month maintenance of accounts with a professional on your side.

Reports & audit-ready.Remain on top of important monthly reports & audit preparation, if ever needed.

More family time.Stop wasting all your valuable time going through accounts. Get your nights and weekends back.

Expert advice.Valuable advice & personal recommendations tailored to your business — not generic tips.

Fraud prevention.Clean, reconciled books are your best defense against fraud and financial discrepancies.

Tax-ready books.Walk into tax season with confidence. Your books are clean, categorized, and ready to hand straight to your CPA — no last-minute scramble.

Grant compliance.Federal grant bookkeeping with proper drawdown tracking and compliant categorization.

Trusted by Columbus businesses

Why Tidy Books

Everyone else vs. us.

Everyone Else Tidy Books Columbus
Pricing✗Hidden fees & hourly billingFlat-rate. Always.
Categorization✗Dumped into miscellaneousEvery transaction. Every account.
Reconciliation✗Quarterly, maybeMonthly, line by line
Reports✗When you askEvery month, on time
Communication✗Email only, days to respondSame-day response, always
Federal Grant Experience✗Won't touch itBuilt a system for it

Why you need us.

We understand that each business is unique, which is why we offer custom solutions designed to meet your specific needs. Our transparent pricing, commitment to data security & use of the latest technology ensure you receive accurate & timely financial insights, allowing you to make informed decisions.

We don't just record numbers; we analyze trends, identify opportunities for savings, & provide strategic advice to help your business thrive. At Tidy Books, we have helped numerous business owners streamline their financial systems.

Our goal is to make your books accurate, easy to understand, and ready for confident decision making and tax preparation. Let's discuss how profitable it can be to have a professional bookkeeping advisor manage your books.

Process

How we get your
books in order.

1
Consultation
We start with a free 15-minute call to understand your business, your books, and where things stand. No assumptions.
Free Consult
2
Onboarding
We get connected to your QuickBooks, bank feeds, and any integrations you use. Direct communication channel set up from day one.
Quick & Easy
3
Cleanup & Setup
If your books are behind, we clean them up. Miscategorizations fixed, accounts reconciled, chart of accounts organized.
One-Time
4
Monthly Service
Every month: transactions categorized, accounts reconciled, reports delivered. You focus on running your business.
Month-to-Month
Let's Talk

Ready to get your
books right?

Book a free 15-minute consultation. Take your business to the next level.

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