Columbus, OH

Your Trusted Bookkeeper.

Now Accepting New Clients

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About

 

Casey VanAtta

Ohio State The Ohio State University
QuickBooks QuickBooks® ProAdvisor

The ExperienceWith 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've cleaned up messy books, untangled years of uncategorized transactions, and reconciled accounts down to the penny. When I take over your books, they stay handled — month after month, without you ever touching them again.

My MissionMy mission is straightforward: organized books, clear reports, and more profit staying in your pocket. I dig into your costs, watch for tax-saving opportunities, and simplify your reporting so you always know where you stand. You shouldn't need an accounting degree to understand your own books — I make sure you never have to.

Casey VanAtta

Casey VanAtta

Ohio State The Ohio State University
QuickBooks QuickBooks® ProAdvisor
EXPERIENCE
0+
Years of experience
EFFICIENCY
0+
Hours saved per month

Flat-rate pricing. Total transparency.

Trusted Across Central Ohio

Services

What we handle.

Your business doesn't run like anyone else's — so your bookkeeping shouldn't either. We keep our pricing transparent & protect everything with state-of-the-art data security. We cross-reference all of our work utilizing the latest technology — accurate financials, ready exactly when you need them.

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 Loans & Grants

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

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0+ hrs / month

Did You Know?

The average business owner burns 20+ hours a month trying to do their own books. That's more than two full workdays — gone. Imagine putting that time back into landing clients, scaling your operation, or opening that next location. Or honestly? Just getting home for dinner.

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.

Why Tidy Books

Everyone else vs. us.

Everyone Else Tidy Books Columbus
PricingHidden fees & hourly billingFlat-rate. Always.
CategorizationDumped into miscellaneousEvery transaction. Every account.
ReconciliationQuarterly, maybeMonthly, line by line
ReportsWhen you askEvery month, on time
CommunicationEmail only, days to respondSame-day response, always
Federal Grant ExperienceWon't touch itBuilt a system for it

Why you need us.

Your time is worth more than data entry. Every hour spent in your books is an hour you're not selling, serving clients, or spending time with your family. We take that job off your plate entirely.

But clean books are just the start. We watch your numbers every month, catching what you'd miss — creeping expenses, hidden savings, problems while they're still small. When tax season hits, you're already ready.

Most importantly: you'll finally know your numbers. What's coming in, what's going out, and what to do next. That's what we deliver — every single month.

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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