Financial Management

• Independent Quickbooks Services

• Accounts payable and receivable (Manage bills, invoices, receipts, payments and cash flows)

• Accounts reconciliation (Maintain all transactions so your bank account matches your Quickbooks account)

• Monthly financial reporting (Balance Sheet, Profit and Loss and Budget)

• Create/follow internal control procedures (Checks and balance to know where your money is at all times)

• Chart of accounts

• Workflow optimization

• Audit and tax preparation support. (Provide CPA with all necessary information so your tax forms are filed on time)

Operational Services - Board and committee meeting support.

• Provide CPAs (Certified Public Accountants for tax filing) and Nonprofit Law (legal and strategic advice) referrals.

Contract Management - Manage documentation and deadlines.