Bookkeeping
Monthly bookkeeping for smaller companies: transaction categorization, account reconciliation, and financial statements.
Know what came in, what went out, and what remains.
Up to 50 monthly transactions across two accounts, with missing information checked with you.
Records compared with account statements so differences can be identified and resolved.
A profit and loss statement and balance sheet prepared from the completed records.
How it works
Provide the month’s records
Share account statements, receipts, and the information needed to explain transactions.
Resolve open questions
Confirm unclear payments or missing evidence before the month is finalized.
Review your statements
Receive the month’s completed reports and retain the supporting records.
What we’ll need
- Statements for the accounts in scope
- Receipts and invoices for business transactions
- Answers to any questions about the records
Coverage and billing
Billing terms
The price is $49 per month. Billing begins at enrollment. Nothing is charged in this preview.
Can I start bookkeeping now?
Yes. Choose Bookkeeping on its own or alongside Dawly+ Care. We review your accounts and opening balances and agree on the first month of work.
What if my records need more work?
More than 50 transactions, extra accounts, or cleanup of earlier months needs a separate scope and quote. Payroll and tax filing are not included in this bookkeeping plan.
How does cancellation work?
The bookkeeping plan can be canceled before the next monthly renewal. If you also choose Dawly+ Care, its separate 12-month term still applies.