How we get started

• We meet to discuss your needs, and I review your current systems

• I propose a custom contract, which includes recommended services, price and schedule

• Rates range from $200 to $2,000 a month, depending on the size of your organization and the scope of my services (see more on the FAQ page)

• We review the contract together and make any necessary revisions 

• Once the contract is signed, I get to work!

 

The results

• Your financials are accurate and up to date. What does this give you?

  • detailed data for making decisions

  • timely reporting for board of directors, grantors, etc.

  • peace of mind knowing that everything is handled and all is in compliance

  • increased capacity to focus on your mission

 

A sample list of services I provide

• Import transactions to QuickBooks via bank feed

• Categorize all transactions (deposits, checks, debits, transfers, etc.)

• Reconciliation of all bank, credit card and other accounts (i.e. PayPal, investment, etc.)

• Produce monthly financial reports

• File and pay state and city taxes

• File 1099 forms for all required vendors 

• Outsource and oversee an affordable payroll solution

• Send year-end reports and/or copy of QuickBooks file to your CPA for federal tax filing

 

Additional nonprofit expertise

• Fund accounting for restricted income 

• Functional expense allocation (administrative / fundraising / programs)

• 990-N e-postcard filing for nonprofits with income and assets below the threshold 

• Additional reports for board of directors

• Audit preparation