SERVICES

WHAT IF YOUR TEAM NO LONGER HAD TO WORRY ABOUT…

Monthly Reconciliations

You spend and deposit it; we’ll track it. We also provide receipt management to ensure that your organization’s books are always audit-ready.

Accounts Payable

We use a reputable bill pay platform that offers individualized approval rules, enabling you to maintain control over what is paid, without having to keep track of when the bills are due.

Payroll Management

We work with a payroll software company to manage pay runs and ensure that payroll tax filings and withholding payments are submitted on time.

Monthly Reporting

We provide easy-to-read financial reports that keep your team updated on restricted and designated fund balances, event profitability, operating activity, and the financial position of your organization.

Need additional support? We’ve got you covered!

Whether you are currently using QuickBooks Desktop, an Excel spreadsheet or another bookkeeping software, we can get you set up on QuickBooks Online with a Chart of Accounts that suits the unique needs of your organization.

QuickBooks Online
File Set Up

If you aren’t sure that your books are in good order, we can perform a thorough diagnostic review and file clean up to make sure you are getting an accurate picture of your organization’s financial health.

Catch Up & Clean Up Services

End-of-Year
Reports & Filings

We can collect W9s and prepare and file 1099s for your contract laborers and services providers. We can also provide EOY reports to your denominational headquarters and/or auditor, as needed.

End-of-Year
Donation Letters

For organizations that do not use a donor management system, we can provide EOY donation statements for you to print and send to your donors or church members.