Monthly Bookkeeping That Keeps You in the Clear
Every month, Deena categorizes your transactions, reconciles your accounts, and delivers a clean financial report — no surprises, no scrambling at tax time.
What Monthly Bookkeeping Covers
Every month, Deena goes through your transactions, categorizes your income and expenses, reconciles your bank and credit card accounts, and makes sure everything is accurate and up to date. At the end of the month, you receive a clean Profit and Loss report so you always know exactly where your business stands.
Whether you run a small shop, a service business, or freelance, consistent bookkeeping is the foundation of every good financial decision. No more scrambling at tax time. No more guessing. Just clear, organized books — handled for you.
- Monthly categorization of income and expenses
- Bank and credit card account reconciliations
- Organized, up-to-date financial records
- Monthly Profit & Loss report
- Clear communication — no jargon, no waiting
Choose Your Plan.
No hourly surprises. No confusing contracts.
Essential Plan
Clean, organized books every month.
- Monthly categorization of income and expenses
- Bank and credit card reconciliations
- Organized and up-to-date financial records
- Monthly Profit & Loss report
- Email support
Growth Plan
Everything in Essential, plus:
- Tracking invoices and customer payments (A/R)
- Entering and tracking bills (A/P)
- Monthly Profit & Loss and Balance Sheet reports
- Review of financials for accuracy
- Correction of misclassified transactions
Premium Plan
Everything in Growth, plus:
- Monthly financial review call (30 min)
- Custom financial summary
- Cash activity monitoring
One-Time Bookkeeping Cleanup
A one-time service to get your books accurate, organized, and ready to use. Ideal for businesses that need a fresh start without an ongoing commitment.
No long-term contracts · Cancel with 30 days notice · Response within one business day
Let’s Tackle Your Books Together.
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