OUR SERVICES

We’ll work with you to create an accounting and financial reporting system that fits your business, including an organization-specific chart of accounts, policies and procedures, and secure, cloud-based bookkeeping. Our goal is to provide a risk averse system of information that is consistent, timely, and driven to your organization’s needs. When it comes time to increase your in-house capabilities, you can rely on us to provide training and ongoing support. We’ll assess your organizational structure, outline roles and responsibilities, and even assist with recruiting efforts.

We partner with Bill.com to provide a cloud based, paperless accounts payable system that integrates directly with your accounting platform.

By elevating your business to the cloud, tools like direct bank feeds and digitized credit card receipts help streamline your day-to-day operations and provide you with the information you need, wherever and whenever you need it.

Our ongoing accounting management services include a monthly review and reconciliation of your general ledger and corresponding schedules. Additionally, we’ll prepare, analyze and interpret your monthly financial package.

Planning something big? We have the experience and expertise for complex accounting transactions, including real estate closings, new market tax credits, construction requisitioning, capital leases, and more.

We’ll manage the grant process from start to finish, from requesting, receiving, tracking and allocating, up to the final reporting required by the grantee. We stay up to date on government agency requirements, including uniform guidance standards, and remain aware of the intent of all granted funds, restricted or unrestricted, to ensure proper classification.

We provide fiscal policy oversight with relevant accounting standards expertise, including implementation of best practices. When it comes time for your audit, you can rest easy knowing your accounting information is audit-ready. We are aware of all the necessary timelines and deadlines required by your board, auditors, outside stakeholders, and government agencies.

We’ll work with you to create a budget aligned with your mission, projecting out multiple years that account for your short and long-term goals. We’ll provide you with an ongoing analysis, so you’re always aware of how your organization is performing.