Neta Financial handles the financial operations behind your business — the cleanup, the closings, the reporting — so you can run the business instead of chasing its numbers.
The name is the point: good financial operations aren't a one-time fix, they're something you plant and tend. Once the books are clean and the process is set, the reporting keeps growing with the business.
Rebecca Blum founded Neta Financial after 7 years working in Finance and accounting roles, watching small business owners make decisions off numbers they didn't fully trust. Neta Financial exists to fix that: not just tidier books, but financial operations you can actually rely on when you're deciding whether to hire, raise prices, or take out a loan.
The work is hands-on and specific to each client — no generic templates, no software you have to learn just to talk to your own numbers.
Work with Neta Financial on a single project or as an ongoing part of your operations — most clients start with a cleanup and move into a regular monthly cadence.
Behind on reconciliations, or inheriting books from a previous bookkeeper? We rebuild your books to a clean, accurate, audit-ready state.
A consistent, on-time close every month — reconciled accounts, reviewed statements, and no surprises three months later.
Bills paid on time, invoices that actually get collected, and a clear view of what's coming in and going out.
A working budget and a rolling forecast you can use to plan hires, spending, and cash needs before they become urgent.
Scenario models for a new hire, a new product line, a fundraise, or any decision where you want to see the numbers before you commit.
Statements you can hand to a lender or investor, plus reports built around the specific questions you need answered about your business.
A free conversation about where things stand today and what you need from your books.
A look under the hood of your current systems and a clear, scoped plan — with pricing — before any work starts.
We bring your books current and put the right processes and reporting in place going forward.
Monthly close, reporting, and FP&A support — as light or as involved as your business needs.
Replace these with real client quotes once you have a few — attributed by permission, or by role and industry if a client prefers to stay unnamed.
For the first time I actually trust the numbers I'm looking at when I make a decision.
We went from finding out about cash problems a month late to seeing them coming weeks ahead.
The month-end close finally happens on time, every time, without me having to chase it.
Start with a free discovery call — no pressure, no obligation. Tell us where things stand and we'll tell you honestly what it would take to fix them.