

Serving small businesses & nonprofits, so they can better serve others!
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
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Record & classify up to 200 transactions / month
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Reconcile up to 4 accounts (checking, savings, credit card)
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Basic Financial Reports
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Statement of Financial Position (Balance Sheet)
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Statement of Activities (Profit & Loss)
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A/P & A/R Aging Reports
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Financial Statement Analysis & Consultation
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Year End processing & reporting
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Liaison with CPA, Tax Accountant, Board of Directors, etc.
Starting at
500.00 / month

BASIC
-
Quickbooks Online Account Set-up
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Record & classify up to 100 transactions / month
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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
-
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Financial Statement Analysis & Consultation
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Year End processing & reporting
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Liaison with CPA, Tax Accountant, Board of Directors, etc.
Starting at
$350.00 / month
ELITE
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Quickbooks Online Account Set-up
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Record & classify 200 plus transactions / month
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Reconcile up to 6 accounts (checking, savings, credit card)
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Accounts Payable (A/P)
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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
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Liaison with CPA, Tax Accountant, Board of Directors, etc.
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Prepare supporting documents & analysis desired by Auditor &/or Tax Accountant
Starting at
750.00 / month

CUSTOM
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
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Historical data processing (Prior months &/or years)
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Accounts Payable (A/P)
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Accounts Receivable (A/R)
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Budgeting
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Grant Reporting
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Donation Tracking
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Pledge Tracking
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1099 Processing
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and more...