Monthly Bookkeeping
Ongoing bookkeeping for businesses that want their records organized month after month.
- Transaction review
- Income and expense categorization
- Monthly summary report
Bookkeeping for small businesses
Organized books. Tax-ready reports. Less stress.
DnA Financial helps small businesses organize financial records, categorize transactions, and prepare clear bookkeeping summaries for tax time.
Monthly Snapshot
Total Income
$12,450
Total Expenses
$6,825
Net Profit
$5,625
Monthly Reports
Tax-Ready Records
Catch-Up Bookkeeping
Financial Cleanup
Services
Bookkeeping support that keeps things clear.
Whether you need monthly support or help catching up, DnA Financial helps organize your records so you know where your business stands.
Catch-Up Bookkeeping
For businesses that are behind and need past months organized into clean reports.
- Prior month review
- Statement organization
- Tax-ready summaries
Financial Record Cleanup
Cleanup for existing records, spreadsheets, or reports that need to be corrected and organized.
- Category review
- Record organization
- Unclear transaction tracking
Pricing
Simple monthly pricing based on account count.
Each monthly bookkeeping tier includes up to 100 transactions per month.
1 Account
$150/month
2 Accounts
$250/month
3 Accounts
$325/month
4 Accounts
$400/month
5 Accounts
$475/month
Additional transactions over 100 per month are billed at $1.00 per transaction. Businesses with more than five accounts may require a custom quote.
How It Works
A simple process from documents to reports.
01
Complete Intake Form
Tell us about your business, accounts, and bookkeeping needs.
02
Submit Documents
Provide statements, receipts, spreadsheets, and supporting records.
03
Records Organized
Transactions are reviewed, categorized, and organized into your workbook.
04
Receive Summary
Receive monthly summaries and tax-ready financial reports.
About Me
Hi, I'm Diona.
I started DnA Financial because I genuinely enjoy bringing order to financial records and helping small business owners feel more confident about their bookkeeping. I know that staying organized isn't always easy, especially when you're focused on running your business, and I enjoy helping turn scattered documents into clear, organized records.
With a background in accounting and experience working with financial records, I take a detail-oriented and patient approach to every client. My goal is simple: help you feel less stressed, stay organized throughout the year, and have cleaner information ready when tax season arrives.
I want every client to feel confident that their books are in good hands.
About DnA Financial
Built for small businesses that need clarity.
DnA Financial was created for small businesses, contractors, sole proprietors, and service-based businesses that need help keeping their financial records organized. We focus on clear bookkeeping support, practical record organization, and easy-to-understand summaries that help business owners stay prepared throughout the year.
Our approach is simple, patient, and detail-oriented. Whether your records are already organized or need cleanup, DnA Financial helps bring structure to your income, expenses, statements, receipts, and monthly reports so you can better understand where your business stands.
Ready to get your books organized?
Start with a free initial review and find out what your business needs.
Contact DnA Financial