Strengthening the Numbers Behind Your Impact
Set up and Clean up
- Restructure Chart of Accounts
- Recoding past transactions
- Financial system optimization
- Programs/QBO Class set up
- Internal control design
Bookkeeping
- Full Quickbooks management
- Expense processing and approvals
- Monthly bank and credit card reconciliation
- Restricted fund tracking
Financial Management
- Monthly/Quarterly GAAP-compliant reporting
- Annual audit facilitation
- Budget vs. Actuals analysis
- Annual budget development
- Grant budgeting & tracking
Fractional CFO Services
- Financial orientation & coaching
- Cash flow forecasting
- Budget Model development
- Financial Projections
Our Technology Partners
We utilize a curated suite of software to streamline your accounting and administrative processes, ensuring accuracy and efficiency, and making premium accounting and bookkeeping accessible to small and medium-sized nonprofits.
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