Rooted in clarity.
Built for growth.

Neta Financial brings clarity to your finances and structure to your operations, helping you make informed decisions and build for what’s next.

Book a free consultation See how we can help
Bookkeeping, financial reporting, budgeting, forecasting, and cash flow support for growing businesses.
neta

Hebrew · noun

A seedling; new growth.

The beginning of something that grows.

Every thriving business needs strong roots. Clean financials, reliable reporting, and thoughtful planning give business owners the foundation to understand their numbers, make confident decisions, and grow with purpose.

Rebecca Blum, founder of Neta Financial
About the owner

Rebecca Blum founded Neta Financial in 2021 to help business owners understand their finances and make informed decisions about their businesses.

Rebecca brings a practical, individualized, and hands-on approach. Her goal is to give business owners clear financials, reliable reporting, and the insight to make confident decisions, plan ahead, and build businesses that thrive.

7+ years in financial operations, accounting, and financial analysis
BBA in Finance Hofstra University, Frank G. Zarb School of Business
Cross-industry experience hospitality, retail, real estate, healthcare, and professional services
Services

Financial clarity for every stage of business.

From day-to-day financial operations to reporting, planning, and advisory, Neta provides hands-on support tailored to your business. Work with us on a specific project or as an ongoing partner.

How we work

A straightforward path from messy to managed.

1

Discovery call

A free conversation about where things stand today and what you need from your books.

2

Books assessment

A look under the hood of your current systems and a clear, scoped plan — with pricing — before any work starts.

3

Cleanup & setup

We bring your books current and put the right processes and reporting in place going forward.

4

Ongoing operations

Monthly close, reporting, and FP&A support — as light or as involved as your business needs.

Testimonials

What clients say about working with Neta.

“

For the first time I actually trust the numbers I'm looking at when I make a decision.

Owner, professional services firm
“

We had thousands of duplicate, misalocated, and missing transactions, we now have accuracy and clarity in our books.

Mordechai K, Insurance broker
“

The month-end close finally happens on time, every time, without me having to chase it.

Joel K., Real Estate
FAQ

Common questions before getting started.

What accounting software do you work in?+
At Neta, we primarily work in QuickBooks Online. We can also work with other industry-specific applications and accounting software based on your business and specific needs.
How long does a books cleanup take?+
The timeline depends on the size and condition of the books. Smaller cleanups may take a few days, while more complex accounts can take several weeks. After a free assessment, Neta will provide a clear timeline before work begins.
Do you work with businesses in my industry?+
Yes. Neta works with businesses across healthcare, real estate, professional services, hospitality, retail, and other industries. Each engagement is tailored to the way your business operates and the financial support you need.
How much do your services cost?+
Pricing depends on the size of the business, scope of work, and level of support needed. Neta provides customized pricing based on the specific needs of each engagement rather than a flat rate. Pricing is clearly defined before any work begins.
Is my financial data kept confidential?+
Yes. Neta treats all financial information as confidential and handles client records with care and discretion. Access to financial information is limited to what is necessary to provide the agreed-upon services.
Do you work with my existing bookkeeper or accountant?+
Yes. Neta can work alongside an existing bookkeeper, CPA, or other financial professional. Services can be structured to complement an existing team, fill specific gaps, or provide full bookkeeping, reporting, and FP&A support.
Get in touch

Let's talk about your business.

Start with a free discovery call. No pressure, no obligation. We'll learn about your business, understand your needs, and discuss how Neta can provide the financial support and clarity to help your business grow.

Email[email protected]
Phone+1 347-855-6245
Located inNew York City · working with clients globally