Expert Financial Services
QuickBooks Management
We handle QuickBooks setup, reconciliation, ongoing management to ensure accurate financial records, helping your nonprofit maintain squeaky clean books.
- QuickBooks setup and management
- Accurate reconciliation and reporting
- Ensuring financial compliance
Bill Pay
Streamline payments with our efficient bill pay services, ensuring timely vendor payments, reduced errors, improved cash flow management for your organization.
- Timely vendor and bill payments
- Automated tracking and accuracy
- Improved cash flow management
Monthly Reports
Get detailed financial reports every month, providing clear insights into your nonprofit’s financial health, helping you make informed decisions with confidence.
- Clear monthly financial summaries
- Data-driven decision support
- Expense tracking and insights
Pledge Pursuit
Track and manage donor pledges effectively, ensuring timely follow-ups and collections to maximize fundraising success and sustain long-term donor relationships.
- Donor pledge tracking system
- Timely reminders and follow-ups
- Maximizing fundraising success
Six-Month CFO Report
Receive a comprehensive financial review every six months, offering strategic insights and projections to guide your nonprofit’s financial planning and growth.
- In-depth financial performance review
- Strategic budgeting recommendations
- Growth and sustainability planning
Fundraising Support
- Accurate up to the minute reports
- Maximize your fundraiser
- Fundraising strategy review