Services

Starts at $300 per month

• Financial Reporting

  • Statement of Financial Position

  • Statement of Activities

  • Statement of Cashflows

  • Statement of Functional Expense

• Maintain the chart of accounts

• Categorize transactions

• Reconcile bank balances with ledger balances

• Reconcile credit card balances with ledger balances

• Manage accounts receivable

• Manage accounts payable

• Contractor management

• Monthly adjusting journal entries

Starts at $150 per month

• Employee onboarding

• Payroll systems management

• Payroll tax reconciliations and remittance

Starts at $50 per month

• Setup the integration of the donor management system with the accounting system

• Reconcile donor management system data with the accounting ledger

• Support the staff and board to ensure that all needed features of the donor management system are utilized

Starts at $100 per month

• Produce the requested budgets each reporting period

• Ad-hoc research analysis to support staff and board of directors decision making

Starts at $75 per month

• Assist with grant research

• Set up categorization in the accounting software to facilitate grant financial reporting

• Support any information reporting related to grant compliance

Starts at $75 per month

• Take ownership of contractor onboarding

• Coordinate payments to contractos

• 1099 compliance, reporting, and remittance