OYB Monthly Check-In
Keep on track.
One clear review every month, so you don’t finish the books and immediately move on.
Monthly Check-In gives small-business owners a simple place to stop once the bookkeeping is ready, review what happened, notice what changed, and decide what deserves attention next.
Apply to Beta Test Monthly Check-InMonthly Check-In is currently in beta.
Not ready to beta test? Join the waitlist →
Your monthly routine
Finished books are useful. Looking at them is what makes them matter.
It is easy to finish the bookkeeping and immediately move on to the next month.
Monthly Check-In gives you a repeatable pause between “the books are done” and “back to business as usual.”
You work through one short review, save what stood out, decide what needs attention, and have a record to come back to later.
How it works
One month. One clear review.
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Make sure the month is ready
Choose the month you want to review and confirm that the bookkeeping is ready before you start.
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Look at the numbers
Review the month’s key numbers, including revenue, expenses, profit, ending cash, cash change, owner activity, and year-to-date context.
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Notice what changed
See the changes worth paying attention to instead of trying to remember what last month looked like.
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Reflect without turning it into homework
Capture what stood out and use the month’s focus to think about something worth noticing.
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Look ahead at what’s coming
Use Financial Rhythm to see upcoming financial routines, preparation dates, deadlines, and business reminders while you are already reviewing the month.
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Decide your next move
Write down one practical thing that deserves attention next, save the Check-In, and come back to it the following month.
Bring in a few key monthly totals from your finished books. It is not a full accounting rebuild.
Simple observations highlight what shifted since last month.
Capture one takeaway and one next move.
Keep a simple history of completed Check-Ins to look back on.
Financial Rhythm
Know what’s coming before it becomes urgent.
Monthly Check-In helps you understand the month you just finished. Financial Rhythm helps you look ahead at the routines, preparation dates, deadlines, and business reminders that deserve attention next.
Included
OYB monthly rhythm
A steady set of routines that stays on automatically.
- Statements & records check
- Monthly Check-In
- Cash + upcoming obligations glance
- Month-end records cleanup
- Quarterly and year-end financial checkpoints
You choose
Relevant financial reminders
Turn on the reminder types that apply to your business.
- Estimated-tax preparation and due dates
- Federal filing reminders
- Payroll filing preparation and deadlines when applicable
- Contractor / 1099 preparation when applicable
- Year-end preparation reminders
You add
My business
Add your own one-time or recurring reminders, such as:
- CPA meetings
- Business insurance renewals
- Annual reports
- Business licenses
- Loan reviews
- Lease renewals
- Software renewals
- Other business-specific financial dates
The next few routines, deadlines, and business reminders stay visible while you review the month.
Look further ahead across OYB rhythm dates, relevant financial reminders, and your own business dates.
Choose the reminders that fit your business and add your own recurring financial dates.
Financial Rhythm is a practical reminder system. It is not a complete tax or compliance calendar and is not a replacement for professional tax advice. Confirm filing requirements with your tax professional or the appropriate agency.
The important distinction
Monthly Check-In does not replace your bookkeeping.
Your accounting system is where the bookkeeping gets done.
Monthly Check-In comes after that work. It gives you a consistent place to look at the finished month before you move on.
You can use Monthly Check-In alongside Foundations, or alongside the bookkeeping system you already have.
Bookkeeping
- Record
- Categorize
- Reconcile
- Books up to date
Monthly Check-In
- Review
- Notice
- Reflect
- Decide
Works with your books
Keep your bookkeeping system. Add the routine.
You do not have to use Foundations to use Monthly Check-In.
It is designed for business owners keeping their books in:
- QuickBooks
- Xero
- A spreadsheet
- Or with help from a bookkeeper
Your books stay where they are. Monthly Check-In is where you review them each month.
Monthly Check-In doesn’t replace or connect directly to your bookkeeping software. You bring the finished monthly numbers you need into the Check-In.
Is it right for you?
Built for owners who want a monthly review habit.
A good fit if you:
- Already have a way to keep your books
- Want a consistent monthly review habit
- Tend to finish bookkeeping and move on without looking at it
- Want a short, repeatable routine instead of another complicated dashboard
- Want somewhere to record what stood out and what to do next
- Want important financial dates and recurring business reminders kept visible without building another system yourself
Probably not what you need if you’re looking for:
- Bookkeeping software
- Transaction entry or bank reconciliation
- Someone to do your bookkeeping for you
- A replacement for QuickBooks, Xero, or Foundations
- Complex financial analysis or CFO-level forecasting
Pricing
One routine. One simple price.
Monthly Check-In
or $90/year
Save $18 with annual billing- Monthly guided review
- Monthly numbers snapshot
- Month-over-month changes
- Worth Your Attention
- Monthly focus
- Owner reflection
- Next Move
- Saved Check-In history
- Financial Rhythm calendar
- Personalized + custom business reminders
The initial beta is free for selected testers who will use Monthly Check-In with real business numbers and share candid feedback. After beta, Monthly Check-In will be $9/month or $90/year.
Prefer to wait for the finished release? Join the waitlist →
Questions
Does Monthly Check-In do my bookkeeping?
No. Your bookkeeping should already be completed before you start the Check-In.
Do I need Foundations?
No. Monthly Check-In can be used with Foundations or alongside QuickBooks, Xero, a spreadsheet, or books maintained with help from a bookkeeper.
When should I do my Monthly Check-In?
After the bookkeeping for the month is up to date. Monthly Check-In is where you stop and review the finished numbers, notice what changed, and decide what deserves your attention next.
Do I need accounting experience?
No. It is designed for the business owner reviewing their own finished numbers.
Can I go back to previous Check-Ins?
Yes. Completed monthly Check-Ins are saved so you can revisit them.
What is Financial Rhythm?
Financial Rhythm is the calendar built into Monthly Check-In. It keeps OYB’s recurring monthly routine, selected financial and federal reminders, and the business reminders you add yourself in one place. You can personalize which reminders apply to your business. It is designed to help you notice what is coming, not to replace your accountant, tax professional, payroll provider, or a complete compliance calendar.
What will it cost after beta?
$9/month or $90/year.
Finish the books. Then actually look at them.
Give yourself one clear check-in every month before you move on to the next one.
Apply to Beta Test Monthly Check-InJust want to know when it launches? Join the waitlist →