Monthly Review Service
Review, refine, reassure
Managing your own bookkeeping keeps you close to your business. It also means keeping up with every transaction, category, and reconciliation — work that can pull time away from customers and growth.
Small errors, if missed, can shift reports, affect taxes, and lead to bigger issues down the line.
Monthly Review Services offer a professional check-in, helping DIY business owners stay accurate, organized, and confident in their decisions.
What's Included: Monthly Review Service
A professional check-in on your bookkeeping— helping you catch errors early and stay organized.
Transaction Accuracy
-
Ensure expenses & income are categorized
-
Identify duplicates, missing transactions, or misclassifications
-
Cross-check transactions with bank & credit records
Recordkeeping Snapshot
-
Ensure key documents (receipts, invoices) are properly attached or stored
-
Check that payment records are complete and accurate
-
Flag missing documentation that could affect reporting
Reconciliation Check
-
Confirm bank & credit card balances align with statements
-
Spot unreconciled transactions
-
Flag discrepancies that need attention
Financial Reports Review
-
Verify Profit & Loss & Balance Sheet
-
Identify unusual trends or reporting inconsistencies
-
Provide insights & recommendations
Why This Matters
Keeping your own books puts you close to every part of your business.
A Monthly Bookkeeping Review helps make sure the work you put in pays off — with clear records, accurate reports, and fewer surprises when it’s time to make decisions.
With professional support in the background, you’ll have more confidence in your numbers and more time to stay focused on what’s next.
✔Avoid Costly Mistakes
Identify potential issues before they impact your bottom line.
✔ See the Full Picture
Ensure reports reflect the reality of your business finances.
✔ Prevent Reporting Errors
Catch misclassified transactions before they affect taxes.
✔ Keep Accounts in Check
Reconciled balances mean no surprises down the road.
Trusted By Business Owners
"Stephanie is the quintessential bookkeeper and business partner. She accurately keeps my books up to date and when it comes to accounting best practices, Stephanie is very knowledgeable, her explanations align 100% with my CPA.I especially enjoy our reoccurring meetings, we review reporting (balance sheets, profit and loss etc.) and she helps me understand exactly what all means. I highly recommend Stephanie and Zen Bookkeeping!" — Sherry R.
When you are unsure if all transactions are recorded
Reconciliations take longer & longer each month
Your financial records are feeling out of sync
Monthly reports aren't looking quite consistent
It May Be Time for Monthly Review Services...
You're losing track of supplier or client payments
Even with the best intentions, small details can get missed when you’re managing your own books. We all know that small details can add up quickly. A Monthly Review helps you catch what might slip by, keeping your records clear, your reports reliable, and the unknown - a thing of the past.
Ready to Get Started? Here's How...
Step 2
Discover
We’ll get to know you and how we can help.
Step 3
Onboard
We’ll set everything up and walk you through the next steps.
The Review That Works For You
Numbers should work for you, not against you. A monthly review ensures everything is in order so you can focus on running your business—not fixing financial surprises. With expert insights and a structured check-in, you’ll always know where things stand and feel confident in your next move.
Frequently Asked Questions
How is a Monthly Review different from monthly bookkeeping services? A Monthly Review is for business owners managing their own books who need a professional check-up to ensure accuracy. Monthly bookkeeping services provide ongoing transaction management, reconciliations, and financial reporting.
Will you fix errors for me? Yes, if errors present within the month being reviewed, however, if the error results within multiple months our Clean Up and Catch Up service may be a better fit.
Can you help me improve my bookkeeping process? Yes! A review helps spot patterns, errors, or inefficiencies, and we can suggest ways to simplify your workflow for easier financial management.
What do you check during a Monthly Review? We review transactions, categorization, reconciliations, and financial reports to ensure your books are accurate and complete.
How do I get started? Everything begins with a discovery call to learn about your business and bookkeeping needs. From there, we’ll determine if a Monthly Review is the right fit or if another service—like a Diagnostic Review or Clean Up & Catch Up—would be more beneficial.