SERVICES
We’ve been working with nonprofit organizations for over eight years, both locally and remotely.
Our work takes different forms. Some organizations come to us in a moment of transition created by staff or board changes, or with a specific project in mind. Together, we define their requirements and create time and cost budgets for meeting their target.
Other organizations contract with us to provide ongoing operational or accounting/finance services to expand their internal capacity without adding overhead. We become an integral part of their team and connect with the staff and mission of the organization.
Whether we're working on a project or long-term basis, we value the chance to share the insights and information we've acquired through our work, and to learn new things which can help other nonprofits thrive.
Project Management
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Set up a new QuickBooks system
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Convert existing QuickBooks software, or review and update how systems are set up and used
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Help define and acquire new technology tools for accounting, reporting, and other management tasks
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Train new system users
Outsourced Accounting
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Provide accounting/bookkeeping services on a weekly or monthly basis:: posting; bank and credit card account reconciliations, payroll.
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Routine/strategic financial report generation; board reports; cash flow projections
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Federal, state, and local tax report preparation and filing
Operational Consulting
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Review workflow and procedures for accountability and efficiency
- Help create, implement, and document new procedures and internal controls
- Assist with selecting and implementing new software tools for time management,