BOOKKEEPING
Strong financial management is the backbone of any successful organization. With bookkeeping expertise and a commitment to clarity, we help nonprofits and small businesses streamline their finances, improve accuracy, and build systems that support long-term sustainability.Whether you’re just starting out, growing quickly, or looking to strengthen existing processes, we provide personalized consulting to keep your books—and your mission—on track.
Who We Work With
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Nonprofits and foundations
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Small to mid-sized businesses
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Start-ups establishing strong financial systems
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Leaders navigating growth or transition
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Our Bookkeeping Consulting Includes:​
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System Setup & Optimization:
Establish or refine bookkeeping systems (QuickBooks, Excel, or other platforms) to fit your organization’s needs.
Reconciling Accounts:
Comparing financial records with bank statements to identify discrepancies and maintain accuracy.
Recording Transactions: Systematically documenting all financial transactions, including income, expenses, and payments, to ensure accurate financial tracking.
Categorizing Financial Data: Organizing transactions into appropriate accounts, such as assets, liabilities, revenue, and expenses, for clear financial reporting.
Generating Financial Reports: Preparing statements like profit and loss, balance sheets, and cash flow reports to assess business performance.
Ongoing Support:
Continued guidance to help you stay on top of changing needs as your organization grows.
We know every organization is unique. That’s why our approach is hands-on, collaborative, and tailored to your size, budget, and goals. We make the numbers clear so you can make smart, mission-driven decisions.