Our Services
Everything your books need — nothing you don't.
From day-to-day bookkeeping to nonprofit fund accounting and clean monthly reporting, we handle the numbers so you can lead your organization.
Core Bookkeeping
The essentials, done right every month.
Monthly Bookkeeping
The full-charge bookkeeping function, handled start to finish so your books are always current and decision-ready.
- Transaction categorization & coding
- Bank & credit-card reconciliations
- Month-end close & journal entries
- Chart-of-accounts maintenance
Financial Reporting & Insights
Clean statements delivered on a set schedule, with a plain-English summary of what changed and why it matters.
- Profit & loss and balance sheet
- Cash-flow & budget-vs-actual reports
- Custom reports for your board or lender
- Monthly review call on request
Payables, Receivables & Payroll
Keep money moving on time — bills paid, invoices collected, and payroll coordinated with your provider.
- Accounts payable & bill pay
- Invoicing & accounts-receivable follow-up
- Payroll coordination & recording
- 1099 contractor tracking & prep support
Software Setup & Cleanup
Get your accounting system built the right way — or fixed — so it saves you time instead of creating confusion.
- QuickBooks Online setup & cleanup
- Chart of accounts design
- Bank feeds & app integrations
- Migration from spreadsheets or old systems
Nonprofit Bookkeeping
Fund accounting that keeps funders confident.
Nonprofit books have rules of their own. We speak fund accounting fluently — tracking restricted and unrestricted funds, grants, and programs so your reporting is clean, compliant, and always ready for the board or an audit.
What's included
- Restricted & unrestricted fund tracking
- Grant and program-level reporting
- Donor & contribution recording
- Board-ready statement of activities & financial position
- Budget-vs-actual by program or grant
- Form 990 preparation support for your CPA
- Audit-ready documentation year-round
Catch-Up & Clean-Up
Behind on the books? We'll get you current.
Whether you're a few months behind or a few years, we bring order to the chaos — reconciling accounts, fixing miscategorized transactions, and rebuilding a clean, trustworthy foundation. Then we keep it that way.
- Diagnostic review & clear catch-up scope
- Historical reconciliation, month by month
- Correcting miscategorized & duplicate entries
- Clean handoff into steady monthly bookkeeping
Common Starting Point
“We haven't reconciled in months and taxes are coming.”
It's one of the most common calls we get — and one of the most satisfying to fix. You'll go from dreading the numbers to actually trusting them.
Every Engagement Includes
More than data entry.
Every client gets the fundamentals that make books genuinely useful — not just technically correct.
A dedicated bookkeeper
One consistent point of contact who learns your organization — not a rotating call center.
Secure & confidential
Encrypted document sharing and careful handling of every piece of your financial information.
Real, responsive support
Questions between closes? A real person answers — clearly, and without the jargon.
On-time, every time
A predictable monthly close and reporting schedule you can actually plan around.
Tax- & audit-ready books
Reconciled and documented all year, so year-end is a handoff — not a scramble.
Insight, not just entry
We flag trends and questions worth your attention, so the numbers actually inform decisions.
Let's Build Your Plan
Not sure which services you need?
That's exactly what the free consultation is for. Tell us how your organization runs and we'll recommend the right mix — no obligation, no jargon.