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SERVICES

Your business will receive accurate and timely reports along with industry specific financial advice, a knowledgeable representative to your CPA, Board, Finance Committee, and more. Let me know what YOU need and I will either take care of it or connect you to someone with more expertise. 

 

No surprises with a set monthly price agreed upon via signed proposal catered to your specific organization before the work commences.

PREMIUM
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  • Quickbooks Online Account Set-up

  • Record & classify up to 200 transactions / month

  • Reconcile up to 4 accounts (checking, savings, credit card)

  • Basic Financial Reports 

    • Statement of Financial Position (Balance Sheet)​

    • Statement of Activities (Profit & Loss)

    • A/P & A/R Aging Reports

  • Financial Statement Analysis & Consultation

  • Year End processing & reporting

  • Liaison with CPA, Tax Accountant, Board of Directors, etc.

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Starting at

500.00 / month

BASIC

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  • Quickbooks Online Account Set-up

  • Record & classify up to 100 transactions / month

  • Reconcile up to 2 accounts (checking, savings, credit card)

  • Basic Financial Reports 

    • Statement of Financial Position (Balance Sheet)​

    • Statement of Activities (Profit & Loss)

    • A/P & A/R Aging Reports

  • Financial Statement Analysis & Consultation

  • Year End processing & reporting

  • Liaison with CPA, Tax Accountant, Board of Directors, etc.

​

Starting at

$350.00 / month

ELITE
​

  • Quickbooks Online Account Set-up

  • Record & classify 200 plus transactions / month

  • Reconcile up to 6 accounts (checking, savings, credit card)

  • Accounts Payable (A/P)

  • Basic Financial Reports 

    • Statement of Financial Position (Balance Sheet)​

    • Statement of Activities (Profit & Loss)

    • A/P & A/R Aging Reports

  • Financial Statement Analysis & Consultation

  • Year End processing & reporting

  • Liaison with CPA, Tax Accountant, Board of Directors, etc.

  • Prepare supporting documents & analysis desired by Auditor &/or Tax Accountant

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Starting at

750.00 / month

CUSTOM
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You let me know what you need and I will design a package specifically for your organization

ADDITIONAL 
Quoted after Free Consultation

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  • Quickbooks Online Payroll

  • Historical data processing                    (Prior months &/or years)

  • Accounts Payable (A/P)

  • Accounts Receivable (A/R)

  • Budgeting

  • Grant Reporting

  • Donation Tracking

  • Pledge Tracking

  • 1099 Processing

  • and more...

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