Deep Dive into Our Services
We want to learn more about your business and fully understand your concerns and hopes. We want to learn where you want your business to be in 5 years. Let’s chat and see if there is something we can do to help you reach your goals. Reach out to us for a free consultation.
OUR SERVICES
Categorize & Organize Your Books
Cleanup Services
We provide cleanup services and reconcile your book. As a nonprofit, having accurate books is critical for grant applications and building trust with donors. This leads to more funds and allows you stay focused on your business.
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Free consultation to determine scope of project.
Reconciled books by month.
Presentation and statement review.
Monthly Financial Planning
Plan ahead and entrust your monthly financial statements to us. We provide monthly statement reviews and answer any questions you have. Our monthly call will also be a planning session so your business is on track to meet its financial goals.
Based on our analysis during the month, if anything urgent comes up, we will reach out before our scheduled meeting.
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Prepare and organize financial documents needed for application.
Presentation during application process if necessary.
Grant Application and Audit Support
Presenting financial documentation is necessary for grant applications. We help you package and present those documents so the process goes smoothly and your nonprofit gets its funds sooner.
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Each month we will review the following financial documents with your Board:
Statement of Financial Position / Balance Sheet
Statement of Activities / Income Statement
Statement of Cash Flows
Statement of Functional Expenses
Projections and Cash Flow Forecast
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