Accounting & Bookkeeping

• Bookkeeping

• QuickBooks Set-Up/Rework

• Accounts Payable and Receivable Management

• Payroll Processing and Associated Tax Filings

• Bank and Credit Card Reconciliation​

• Monthly/Quarterly Financial Reviews

Financial Planning & Compliance

• Budgeting and Forecasting

• Financial Statement Preparation

• Compliance Reporting

• Compliance Reporting for Nonprofits

• 990 Preparation

• Internal Control Assessments and Recommendations

• Financial Systems/Policies Setup

Strategic Financial Support

• Grants Management

• Donor Contribution Tracking

• Board Reporting and Meeting Support

• Customized Financial Reporting

• Fractional CFO

• Training and Support for Staff (QuickBooks, Financial Procedures, etc)