Services

Everything you need to keep your finances accurate, organized, and working for you — not against you.

01

Monthly Bookkeeping for Nonprofits and Businesses

Clean books, every month — without lifting a finger.

Accurate, up-to-date records every month, categorized transactions, reconciled accounts. For Nonprofits only, clean financials you can actually use.

Nonprofits and businesses with regular monthly activity who want ongoing financial clarity.

What's included

  • Transaction categorization & coding
  • Monthly financial statements (P&L, Balance Sheet)
  • Accounts payable & receivable tracking
  • Dedicated monthly review call
02

Tax Preparation for Nonprofits only. 990's only.

No surprises at tax time — ever.

I keep your books tax-ready all year long, so when filing season arrives, everything is organized and your CPA (or I) can file quickly and accurately.

Nonprofits and businesses who want to minimize their tax burden.

What's included

  • Year-round tax-ready bookkeeping
  • Quarterly estimated tax calculations
  • Deduction identification and documentation
  • Coordination with your CPA if needed
03

Financial Reporting

Understand your numbers. Make better decisions.

Beyond just keeping the books, I provide clear, readable financial reports that help you understand your business performance and plan for growth.

growth-minded owners who want data-driven insight into their business.

What's included

  • Monthly profit & loss statements
  • Balance sheet reporting
  • Cash flow statements
  • Budget vs. actual analysis (if your budget is set up in QuickBooks Online)
Small business owner reviewing financial documents with a bookkeeper

Not sure which service fits?

Let's talk. A free 30-minute consultation helps us figure out exactly what your nonprofit needs — no pressure, no commitment.