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.