Happy Clients Include
Aspects of our Bookkeeping Service
We are a small team obsessed with detail, simplicity, and processes.
Knowledge meets simplicity
Yes, we know how to track all the complexities of restricted funds, but most importantly, we know how to set up a simple process that is easy for the client, and delivers clear reports. We use technology to leverage our extensive accounting into clear processes and deliverables. This means accurate books with less hassle.
Unlimited Support
You have constant access to one on one consultations and unlimited support when questions arise. Nothing is static as a nonprofit and we are there to adjust and integrate processes as things change and grow. Joe is always just a click or a phone call away.
Smooth Process
We can quickly and smoothly fix your books and restructure your system while customizing it to fit your needs and unique staffing structure. We can also setup and integrate payroll, online bill pay, etc. This is what we do.
Nonprofit Specific
We only do bookkeeping for nonprofit organizations. Therefore we understand your specific needs and reporting requirements. We also understand your limitations and will meet you where you're at.
You'll get the reports you need, when you need them, every month. And yes, this even includes reports on your grant balances.
What sets us apart?
01
Personalized Services
Joe answers the phone when you call and is integral to every client relationship. We have grown over the years, but slowly, often closing our doors to new clients for 6 months at a time or more. You are our partner, not just another number. We care about what you do, and the services you receive reflect this.
Highly Experienced Team
02
The majority of our bookkeepers have a bachelor's degree in accounting. They are also highly trained in the specifics of nonprofit bookkeeping. This is unusual for a bookkeeping company because bookkeeping does not require a degree or any certification. This means every level of your bookkeeping has a professional set of eyes on it from top to bottom.
03
All-Inclusive Services, Simple Rate
Everything we do is one low rate. This allows you to easily predict your cashflow and manage your precious dollars. We do all the higher level monthly closing and oversight of your books including cost allocations, reconciliations, restricted fund adjustments, and more. We also manage your payroll, store all your receipts, file 1099s, provide reports on a monthly basis, give feedback on processes and procedures, and answer all your questions.
04
Automated Approach
We are an adaptive company that embraces new technologies once they are proven to be effective. We use the most up-to-date technologies and integrations both internally as a team, and with our bookkeeping processes. Our team is trained and certified on these software and we have relationships with these companies. Having these automations saves everyone time and money. Current integrations include QuickBooks Online, Bill.com, Gusto, Ramp, Stripe, Square, Donor Box, Expensify, GiveButter, Network for Good, and more.
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 a bookkeeping system that does more.
Setting up a New System
It's great when organizations set up their bookkeeping 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.