Monthly Bookkeeping
We specialize in ongoing bookkeeping support so you have the specialized reporting you need and can carry on with what matters.
Catch-ups & Clean-Ups
A little, or a lot, behind? No problem! We can help you get caught up so you can go forward with organized and efficient books.
Business Essentials
01
Income & Expense Tracking
We can help you track your income and expenses so you can easily track your finances.
02
Reconciliations
We will reconcile your accounts monthly so you know your data is up to date and accurate.
03
Invoice Tracking
We will track your customer invoices so you know who owes you money and so you can anticipate cash flow.
04
Customized Financial Statements
We can create specialized reports so you and your team can have in-depth visibility into your finances.
05
Job Costing
We can help you track your income and expenses by job so you can track your profit margins.
06
Vendor/Contractor 1099 Preparation
We can help you gather necessary W-9s and prepare 1099s for qualifying vendor and contractor payments.
Nonprofit Essentials
01
Grant & Special Event Tracking
We can help you track your income and expenses tied to grants or special events so you can easily report to grantors and stakeholders.
02
Budgeting
We can help you stay on track by entering and managing budgets and reports for your operations and grants.
03
Pledge Tracking
We will track your funding pledges so you can stay compliant with revenue recognition and anticipate cash flow.
04
Customized Financial Statements
We can create specialized reports so you and your board can have in-depth visibility into your finances.
05
Audit and Form 990 Support
We will support your CPA during financial reviews, audits, and Form 990 filings.
06
Vendor/Contractor 1099 Preparation
We can help you gather necessary W-9s and prepare 1099s for qualifying vendor and contractor payments.
Pricing
We know that every nonprofit and business is unique.
Contact us today for a personalized quote!
Starter
For nonprofits and small businesses with simple bookkeeping needs. Services starting at:
$300
per month
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Monthly Bookkeeping Services
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Business/Nonprofit Essentials
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Monthly Meetings
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Cancel Anytime
Growing
For nonprofits and small businesses with moderately complex bookkeeping needs. Services starting at:
$600
per month
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Monthly Bookkeeping Services
✓
Business/Nonprofit Essentials
✓
Monthly Meetings
✓
Cancel Anytime
Established
For nonprofits and small businesses with advanced bookkeeping needs. Services starting at:
$1200
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Monthly Bookkeeping Services
✓
Business/Nonprofit Essentials
✓
Monthly Meetings
✓
Cancel Anytime