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SERVICES

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

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