Financial Support That Works for Your Business
Whether you're a growing small business, a property management company, or a service-based organization, keeping accurate and organized financial records is essential.
DigiClev provides dependable bookkeeping and financial administrative support designed around your business requirements. We adapt to the tools and platforms you already use, establish structured workflows, and help ensure your financial records remain up to date.
- Shaped Around Your Workflows: Seamlessly integrate into your accounting software, chart of accounts, and reporting routines.
- Trained Financial Professionals: Dedicated human experts who meticulously verify records, receipts, and general ledgers.
- Clarity for Better Decisions: Accurate P&L statements and balance sheets ready for leadership and CPAs at any moment.
What We Help With
From daily transaction recording to monthly reconciliations and CPA-ready reporting, we handle every detail of your financial administration.
Bookkeeping & Transaction Management
Keep day-to-day business finances organized, categorized, and fully up to date without adding hours to your week.
- Categorization and recording of business transactions
- Tracking income, expenses, and capital outlays
- Reviewing receipts and matching documentation
- Maintaining general ledgers and chart of accounts
- Recording journal entries and routine adjustments
Bank & Credit Card Reconciliation
Ensure your accounting records match bank and credit card statements accurately with zero discrepancies or mystery fees.
- Monthly or periodic account reconciliation
- Identifying duplicate entries, missing records, or discrepancies
- Verifying cleared transactions against bank activity
- Keeping business accounts balanced and audit-ready
- Tracking cleared vs uncleared checks and deposits
Accounts Payable Support
Manage outgoing expenses systematically to keep vendor relationships strong, avoid late fees, and optimize cash outflows.
- Reviewing, organizing, and entering vendor invoices
- Tracking upcoming payment due dates to avoid penalties
- Preparing payment batches or scheduled payables for approval
- Matching purchase orders, invoices, and payment receipts
- Maintaining organized vendor records and payment histories
Accounts Receivable Support
Maintain visibility over outstanding client invoices and accelerate incoming payments to protect healthy operational cash flow.
- Preparing and sending client or customer invoices
- Recording received payments and applying credits
- Tracking overdue accounts and preparing aging status reports
- Assisting with professional payment reminder follow-ups
- Keeping customer billing records clear and current
Financial Reports & Record Organization
Gain better visibility into business performance with clear, timely, structured reports ready for review by your CPA.
- Preparing Profit & Loss (P&L) statements
- Generating balance sheets and cash summaries
- Producing monthly expense and income overviews
- Maintaining neatly organized digital financial records
- Preparing structured reports ready for CPA tax filings
Accounting Software & Admin Support
Keep your financial technology stack properly organized, maintained, and cleaned up across all systems.
- Setting up or cleaning up chart of accounts
- Routine data entry and ongoing system maintenance
- Migrating or updating historical records and backlogs
- Organizing financial documentation for tax season
- Coordinating with your internal team or external CPA
Bookkeeping Configured Around Your Industry
Different sectors have unique financial dynamics—from tracking tenant security deposits and vendor work orders in property management to managing subscription churn and merchant processing fees in e-commerce.
Property Management & Real Estate
Maintain clean trust accounting, reconcile tenant rent payments, track owner distributions, and organize vendor invoices across platforms like Rentvine, Buildium, and AppFolio.
Why Choose DigiClev for Bookkeeping Support
Accurate financial records require consistency, human oversight, and transparent processes you can depend on month after month.
1. Real People. Reliable Support.
Every transaction and record is handled by trained financial support professionals, not automated algorithms that misclassify critical expenses.
2. A More Cost-Effective Approach
Hiring an in-house bookkeeper or local accounting firm can be costly. DigiClev provides dedicated, recurring support at a fraction of the cost, starting at just $699/month.
3. Organized, Consistent Workflows
We establish structured routines for categorizing expenses, reconciling accounts, and preparing reports, so you never fall behind or scramble at tax season.
4. Support That Fits Your Operations
Whether you need routine weekly maintenance or full daily transaction tracking, our support scope is configured around your business requirements.
5. More Time for Your Business
Spend less time sorting through receipts, updating spreadsheets, or chasing down discrepancies, and more time focusing on client service and revenue.
6. Bank-Grade Security & Confidentiality
Financial data is sensitive. We use encrypted password managers (1Password / LastPass), strict NDAs, and limited-privilege access protocols to safeguard every figure.
Simple, Transparent Starting Pricing
We believe professional financial administration should be accessible, predictable, and free from hidden fees. Our standard monthly retainer gives you dependable financial support without the overhead of an in-house employee.
Have multiple LLCs, backlog cleanups, or high transaction volumes? We tailor plans to your exact scale.
Dedicated Bookkeeping
Everything your growing business needs to maintain clean, audit-ready, CPA-approved financial records:
- Dedicated trained financial support professional
- Routine transaction categorization & recording
- Monthly bank & credit card account reconciliations
- Accounts payable & accounts receivable coordination
- Standard monthly reports (Profit & Loss, Balance Sheet)
- Software support: QuickBooks, Xero, Wave, FreshBooks
- Ongoing communication & direct CPA coordination
How Getting Started Works
Getting your books organized is simple and streamlined. We take care of setup so your financial support is operational in days.
Discovery & Consultation
We discuss your business, existing tools, transaction volume, and bookkeeping needs to determine the appropriate setup.
Scope & Workflow Plan
We define recurring responsibilities, reconciliation routines, reporting schedules, and software access parameters.
Onboarding & Setup
You grant secure limited-privilege access via encrypted password managers, and we review your chart of accounts.
Ongoing Financial Support
Your bookkeeping begins with regular transaction logging, monthly reconciliations, and structured financial reporting.
Bank-Grade Confidentiality & Data Security
Your financial data and business operations are protected by strict institutional security controls from day one.
Binding Legal NDAs
Strict non-disclosure agreements protect your confidential accounting and financial records.
Zero Password Exposure
Access is handled via 1Password or LastPass so master credentials remain fully private.
Limited User Roles
We operate strictly under bookkeeper or read/enter roles—zero access to initiate fund transfers.
Enforced 2FA & VPN
Mandatory two-factor authentication and encrypted connections across all workstations.
Frequently Asked Questions
Have questions about software compatibility, backlog cleanups, or how we coordinate with your CPA? We're here to help.
Ready for Clear, Stress-Free Financial Records?
Take the administrative weight off your team. Let DigiClev handle your bookkeeping with precision, reliability, and human care so you can focus on building your business.