Accounting and Bookkeeping:
Start-up Consulting and Entity Improvement
- Accounting system implementation and set up
- Policies and procedures set up, review, improvement
- Organizational systems set up, review, improvement
- Training and on-boarding
Bookkeeping
- Transaction recording
- Accounts payable
- Accounts receivable
- Bank and credit card reconciliation
- Account schedules
- Restricted assets tracking
Compliance
- Fiscal year-end closing procedures
- Year-end filings: 1099s, W2s, 990s
- Registrations and renewals
- Audit preparation
Planning and Review
- Monthly/quarterly/annual reporting
- Board reporting
- Cash Flow Forecasting
- Budget planning and review
- Donor database management
- Gift recording
- Donor tax receipts and acknowledgments
- Pledge reminders
- Reporting and tool design
- Policies and documentation
- Gift Acceptance Policy updates
- Gift and record management
- System, compliance review
- Donor research
- Donor, campaign, fundraising reporting, and analysis
- Prospect management systems review
- Donor database system conversions
