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Bookkeeping and CFO Services

Full service bookkeeping and CFO services that helps you track and manage all of your accounts

Starting at $400/month

Accurate bookkeeping matters. Not only do we make sure that your finances reflect your current financial position, we make sure that you understand and feel comfortable with the information and financial reports we provide. Our customized services work with your organization’s goals and budget so that you’ll have confidence in your books.

Services include:

  • Setting up Quickbooks Online account for your nonprofit organization and transferring historical data
  • Processing accounting records including accounts payable & receivable, and payroll
  • Bank & accounts reconciliations
  • Preparing monthly and year end financial statements
  • Creating and maintaining chart of accounts
  • Budget planning and management
  • Tax and regulatory filings
  • Reviewing and maintaining adequate insurance and other policies
  • Grant funding tracking and reporting