We begin with getting to know YOU and your business and personal goals.
OUR TOP SERVICES
Non-Profit Formation
We are passionate about helping non-profit organizations with their accounting and bookkeeping needs and provide our services to non-profits across the U.S.
We can help with:
- Applying for an EIN
- Filing IRS Form 1023
- And more!
Contact us for more details…
Accounting/ Bookkeeping
Do you want to get back to what you do best and the reason you started your business? Our accounting services include:
- Monthly review
- Monthly bank and credit card entries
- Monthly reconciliations
- Budgets
- Sales tax
- Monthly and quarterly financials
- Year-end reporting and filing
- Payroll
Interim Comptroller/CFO
Are you looking for an expert to provide guidance to help your business grow?
- Are you looking to minimize risk in business compliance?
- Do you need the higher level accounting work/advice but don’t want to pay a full time salary?
- Do you want to know your true financial position on a monthly or quarterly basis?
- Do you have a business that has rocketed to the top and need reliable and knowledgeable eyes on your financials?
Get complete control over the financial health of your organization.
Go from cashflow crunch to confident data-driven decision-making!
Make the first conversation useful
Tell us what kind of organization you run, which accounting software you use, and where you need help. That might be ongoing bookkeeping, records that need attention, or a specific reporting question. We can use that context to discuss the relevant services and next steps.
Choose the accounting support around the task
The right starting point depends on whether you need routine records maintained, a system organized or temporary support for financial oversight.
| Your situation | Support to discuss | Useful starting records |
|---|---|---|
| Ongoing bookkeeping needs | Recurring accounting and bookkeeping, reconciliation and reporting. | Current software, the period to be maintained and the reports you use. |
| A setup, migration or backlog | QuickBooks setup or migration, organizing records and staff training. | The current system, where records are held and the periods needing attention. |
| A gap in finance leadership | Interim Comptroller/CFO support and higher-level reporting needs. | Existing reports, recurring deadlines and the decisions that need support. |
Agree on the handoff before work begins
Identify who supplies records, who answers transaction questions and which reports or other deliverables are expected. For a temporary engagement, include how work will be handed back to your team. Agree on the scope and schedule directly; a service description alone does not define an engagement.
The frequently asked questions cover software, training and working with your tax preparer.