How I Can Help

Below is a list of standard offerings that I provide.

If none of the packages below feel like a proper fit, I'm always happy to meet and see how I can support your needs.

  • Tier I Support

    Full-service Finance Department

    Designed for organizations with a larger number of monthly transactions.

    • Invoicing & payment processing

    • Monthly reports and biweekly calls

    • Accounting software & records maintenance

    • Grant & regulatory reporting support

  • Tier II Support

    Full-service Finance Department

    Designed for organizations with a smaller number of monthly transactions.

    • Invoicing & payment processing

    • Monthly reports and calls

    • Accounting software & records maintenance

    • Grant & regulatory reporting support

  • Tier III Support

    Financial Summaries & Reviews

    For orgs that process their own deposits, payments, and that maintain their own accounting systems.

    • Monthly calls

    • Quarterly or monthly Reports

    • Grant & regulatory reporting support

  • Annual Audit Support

    Audit Coordination

    For those preparing for audit.

    • Internal review of Balance Sheet & Income Statement

    • Preparation of supporting documents for Balance Sheet amounts

    • Liaise with the audit team on your behalf

  • Cleanup/Catchup Bookkeeping

    Bring Books Current

    For those that need their books brought up-to-date.

    • Review of transactions

    • Review of chart of accounts

    • Classification of outstanding transactions

  • Setup Accounting Software

    Get Started in a New System

    For those ready to get out of spreadsheets and into a software system.