What We Do at Orderly Company
Running a small business means wearing a lot of hats. One day, you’re the CEO—making big-picture decisions. The next, you’re knee-deep in financials, trying to make sense of messy books or a system that just isn’t working.
We get it.
At Orderly Company, we help small business owners streamline their financials and operations so they can focus on what they do best. Our services fall into three key areas: Financial Cleanups, System Implementation/Optimization, and Bookkeeping.
Here’s how we make things easier.
Financial Cleanups: Turn Your Financials Into a Reliable Resource
Think of us as your financial problem-solvers. We take your QuickBooks file—from mildly disorganized to a full-on numbers puzzle—and transform it into an accurate, organized system that helps you make better business decisions.

Our Process
- Deep-dive accounting diagnostic to spot issues and inefficiencies.
- Custom chart of accounts for clear, meaningful financial reporting.
- Process improvements to streamline financial management.
When we’re done, your financials will be clean, structured, and ready for whatever comes next—whether it’s tax season, securing a loan, or simply knowing exactly where your business stands.
System Implementation & Bespoke Tech Stack Design: Use the Right Tools—The Right Way
Technology should work for you, not against you. The right tools can save you time and streamline your processes—but only if they’re set up correctly. We help you implement and optimize software like bill pay platforms, QuickBooks, Shopify POS, and project management tools.

How We Help
- Hands-on guidance through setup and optimization.
- Clear documentation so your team knows exactly how to use the system.
- Software vetting to ensure you invest in tools that fit your business needs.
We don’t just set up software—we create systems that scale with your business, so you’re not constantly switching platforms or fixing past mistakes.
Bookkeeping: Build a Financial System That Works for You
Bookkeeping isn’t just about tracking numbers—it’s about creating a system that supports your business. While we provide expert bookkeeping services, our main focus is on empowering you to manage your financials confidently.

Why Our Approach Works
- Structured books from the start—no layering new systems over old messes.
- Financial workflows that allow for smooth transitions to internal staff or external bookkeepers.
- Independent operations—you stay in control of your financial system.
We don’t believe in making clients dependent on us. Instead, we create bookkeeping systems that allow you to operate independently, without the stress of wondering if things are done right.
Why Work With Us?
At Orderly Company, we take a methodical, transparent approach to getting your financials and systems in order. Here’s what that means:
- Transparency: We explain everything clearly, so you always know what’s happening.
- Empowerment: We give you the tools to maintain and improve your systems long after we’re done.
- Long-Term Value: Everything we set up is designed to work for you today, tomorrow, and beyond.

When your financials are structured and your systems run smoothly, you can focus on what really matters—growing your business. And when tax season arrives? You’ll be ready—no scrambling required.
Ready to Get Started?
We’d love to help you streamline your financial and operational systems. Let’s set up something that works—so you can focus on what you do best.
Email us at [email protected]
Schedule a consultation via Calendly