More than just accounting!
No matter where you're at in your financial management, my services can be tailored to fit your needs and help build your capacity.
Nonprofits face unique accounting challenges: limited staff capacity, complex grant tracking, and additional reporting requirements. Furthermore, each nonprofit varies in their needs and capacities. I'm here to meet you where you're at and help you fulfill your mission.
Types of Services
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Budgeting & Planning
Training & Capacity Building
Unlike many accountants, I come from the nonprofit world and understand the specifics of nonprofits financial reporting needs. I provide nonprofit bookkeeping for many clients small and large. Some have no bookkeeping records at all, while others are multimillion dollar organizations.
Bookkeeping services include:
Complete oversight of income and expenses
Receipt collection and organization
Monthly reporting and board templates
Reconciliation of accounts
Everyone's needs are different. Please don't hesitate to call and discuss your needs.
Common Needs of Nonprofits
Correcting the System
Many nonprofits start their bookkeeping system ad-hoc, perhaps with little professional advice. Then the organization grows and they need an accounting system that does more.
Setting up a New System
It's great when organizations set up their accounting systems correctly from the start. Some start as fiscally sponsored projects but eventually need to track things themselves. Others want it correct from the get-go.
Need a New Bookkeeper
Especially for smaller organizations, outsourcing your bookkeeping makes sense. But it can be hard to find someone that truly understands nonprofits and knows how to track grants correctly.
Whatever your situation. Give me a call and let's see whats possible.
but don't just take it from me, here's what my clients say...
We didn’t have the time or the skill-set to create the systems we needed. Joe came in and did it all efficiently, intelligently, and was really good to work with.
He is not only timely, accurate, and well organized, but his easy-going, peaceful nature puts me very much at ease and makes dealing with our finances a no-stress situation.
Joe has taught me how to use online technology tools, and set up an accounting system. Joe is dependable, honest and reliable (just an email or phone call away!)