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Services to Keep You Moving UP

Taking away your bookkeeping worries!

Monthly Financial Statements You Can Understand

I will keep your books current, with clear, accurate and on time reports. Let me take the worries out of staying on top of your financial performance.

You Focus on Business, I'll focus on bookkeeping details.

Don't worry about missing critical payments like rent, tax payments or other details.  I will reconcile and verify expected payments and receipts.

Year End Financial Statements

With current books, year end statements will be a breeze.  I will prepare and present standard and any needed custom reports.

Working with your CPA

Don't let tax time take you away from your business focus.  I will work directly with your CPA to provide the information needed for successful tax filing.

 

Customizations for Your Church or Nonprofit

Monthly Statements on Your Terms

Donors, grants, designated giving and spending.  Data presented they way you need to see it. 

Segregation of Duties

Most cases of fraud can be traced to poor segration of duties which many small organizations struggle to maintain.  I will work with you to implement effective internal controls to keep things looking up.

You Focus on Serving, I'll focus on bookkeeping details.

Don't worry about missing critical payments like rent or other details.  I will reconcile and verify expected payments and receipts.  

Year End Financial Statements

With current books, year end statements will be a breeze.  I will prepare and present standard and any needed custom reports.

Working with your CPA

Don't let 990 reporting time take you away from your focus.  I will work directly with your CPA to provide the information needed for successful filing.

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