• Services

Empowering Your Vision through Planning

Discover how our tailored client accounting services can align with your organization’s mission. Our services benefit your nonprofit by providing specialized expertise in nonprofit accounting. This allows your nonprofit to focus on its core mission, confident that your financial matters are in capable hands.

  • Basic Package

Core Bookkeeping Essentials

For small nonprofits needing basic, day-to-day financial management and bookkeeping. 

  • Chart of accounts management
  • Weekly recording of financial transactions
  • Bank reconciliations
  • Basic financial reporting
  • Monthly financial statement preparation
  • Quarterly meetings
  • Receipt management
  • QuickBooks setup and ongoing support
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  • Professional Package

Comprehensive Financial Management

For growing nonprofits requiring part-time controller services. Includes everything in the Basic Package, plus

  • Advanced financial reporting
  • Accounts receivable and payable management
  • W-9 and 1099 management
  • Grant compliance
  • Payroll processing
  • Sales tax filing
  • Audit Liaison
  • Donor contribution tracking & acknowledgement
  • Spend Management
  • Monthly meetings
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  • Premium Package

Strategic Financial Leadership

For established nonprofits seeking part-time CFO services. Includes everything in the Professional Package, plus

  • Annual Budgeting (Organizational & Program)
  • Monthly budget review and variance analysis
  • Program cost analysis and recommendations
  • Policy and procedures implementation
  • Internal controls implementation
  • Board presentation preparation & attendance (quarterly)
  • Unlimited meetings
  • Priority phone & email support during office hours
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  • Our Services

Additional Services

Diagnostic Review

We will conduct a thorough assessment of your QuickBooks Online accounting system to identify any errors, inefficiencies, or areas of improvement. This service helps non-profit organizations ensure the accuracy and reliability of their financial data. A diagnostic review must be completed before receiving cleanup or monthly services. It is a one time fee of $350.

QuickBooks Cleanup

We will cleanup up and organize your historical QBO data, resolving any discrepancies, reconciling accounts, and ensuring that financial records are in order. This service is crucial for maintaining accurate financial records, preparing for audits, and for financial reporting.

QuickBooks Training

Learn how to maximize the benefits of QuickBooks features and gain confidence in managing your organization’s finances effectively. Whether you’re new to QBO or looking to enhance your skills, our training equips you with the knowledge and tools to navigate the software seamlessly.

Contact Us

Schedule your personalized consultation today

We

Are

Better

Together.

We’re here to assist you on your financial journey.  Use the contact form for general inquiries. We look forward to connecting with you and contributing to the financial success of your nonprofit.

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