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


  • Transaction recording
  • Accounts payable
  • Accounts receivable
  • Bank and credit card reconciliation
  • Account schedules
  • Restricted assets tracking


  • 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

Nonprofit Donor Records:

  • 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