Owner
CurrentDrawing from over 20 years' experience in bookkeeping and nonprofit administration, I help busy leaders make informed financial decisions for their organizations. Services include:• Managing accounts payable, recording all expenses to an organized chart of accounts• Managing accounts receivable, tracking outstanding invoices and cash flow• Establishing and maintaining a recordkeeping system for all financial transactions• Fund accounting for specific programs• Processing employee expense reimbursements• Running payroll and handling new employee setup• Payroll taxes and quarterly reports• Producing ongoing financial reports• Monthly reconciliation of bank and credit card accounts• Domestic and foreign wires• Producing annual donor giving statements• Annual tax forms, including W-2s and 1099s• Coordinating annual tax return with CPA• Weekly client meetings to discuss any current needs and answer questions