Our Services
We bring years of experience to our accounting, operations, & human resources services, which can be customized to fit your unique needs. We’re happy to help you choose the right package for your organization including, but not limited to, the items below.
Note that some services are only offered as add-ons to other services.
Accounting & Finance
Bookkeeping and bill payments
Setup, clean up, and catch up of your accounting system, general ledger, and chart of accounts.
Ongoing forecasting and financial reports
1099-MISC and 1099-NEC filings
Operations & Systems
Policy creation and implementation
Process automation and optimization
App & systems consulting, selection, and setup
HR & Payroll
Payroll setup and processing
Hiring and recruitment support
New employee onboarding
Employee offboarding process and facilitation of exit interviews
Setup of HR systems
Our Standard Bookkeeping Package
If your needs are relatively simple, you may prefer our standard bookkeeping package. This package is not customizable and includes only the following services listed below for a flat fee on a sliding scale.
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It’s ok if you occasionally go over 100 in a month. But if it’s a regular occurrence, we may need to adjust the service to something more appropriate.
Bookkeeping will occur in our preferred accounting system. We’ll cover the subscription cost while our services are active.
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* 3 bank accounts means 2 active accounts (often a checking account and credit card) and 1 rarely used account (often a savings account). The exact configuration will depend on your setup.
Any account where you hold cash or credit must be counted. This includes things like PayPal, investment accounts, and physical cash boxes. An additional fee will be added for each additional bank account beyond the number listed.
Why the limit on the number of accounts? Each bank account must be reconciled (i.e., matched) with the accounting records. So the more accounts you have, the more work that will be needed.
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After we finalize the bookkeeping for each month, we’ll provide you with a standard Income Statement (aka Profit & Loss) and Balance Sheet.
We’ll also prepare Accounts Payable and Accounts Receivable Aging reports. These reports are meant to assist you with monitoring outstanding money you owe to vendors as well as money due to you from funders, clients, and patrons.
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We’ll meet with you and your team on a quarterly basis to stay on top of any upcoming changes, challenges, or other items of note.