Services Offered:

• Day-to-day accounting tasks such as accounts payable and deposits
• Account reconciliations
• Chart of Account development and maintenance
• Fixed asset schedules and depreciation calculations
• Budget development and monitoring
• Payroll
• Financial analysis and reporting to include:
  • Monthly review highlighting significant variances with explanations
  • Budget revisions and projections including recommendations for alignment of expenses to income
• Timely and accurate completion of month-end and year-end processes
• Seamless process transmitting information to CPA for tax preparation
• Assist with annual review/audit and tax preparation
• Special projects

Additional services for non-profit organizations:

• Donor relations including recording contributions and preparing donor statements
• Financial analysis including giving trends and projections
• Chart of Account development and maintenance including accounts for designated giving