Services
Full service solutions for non-profits and small businesses.
Outsourced Accounting
Ongoing accounting work on a daily or weekly basis through QuickBooks Online or Desktop
Outsourced Controller/CFO
Advanced financial reporting, budget development, and audit preparation
Outsourced Accounting
Outsourced Controller/CFO
- Recording revenue from deposits, donations, grants, and contract-based work
- Paying bills and tracking credit card activity
- Processing payroll through Paychex, ADP, and similar services
- Tracking donor-restricted and board-designated assets
- Programmatic and grant allocations for expenses
- Reporting on grants and restricted revenue
- Monthly and annual financial reports
- Preparing cash forecasts and financial modeling
- Assistance in developing budgets
- Assistance in preparing for audits, the Form 990, and state filings
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