OUR SERVICES

Our financial management, accounting, and software support services are customized to meet your organization’s needs. We handle projects of any size and duration. Susan can work on-site or remotely, and can be involved at whatever level your organization requires.

We provide services in the following areas:

Financial Management

Develop realistic organization-wide budgets as well as project-specific budgets that will allow you to track revenues and expenses.
Create revenue and expense scenarios as needed for program planning.
Prepare budgets and financial reports for grants.
Develop customized formats for financial reporting to managers, board members, and funders.
Prepare financial statements including budget-to-actual reports.
Develop year-end accrual forecasts and cash flow forecasts.
Hire and train bookkeeping or accounting staff including developing job descriptions.
Provide temporary on-site CFO services.

Accounting Services

Develop or modify your chart of accounts to meet budgeting and reporting needs.
Prepare annual audit schedules including functional allocations for expenses.
Provide monthly accounting support including bank account reconciliations and general journal entries.
Provide temporary, on-site or remote accounting services.
Review and revise your organization’s existing accounting policies and procedures, and recommend “best practices.”
Write documentation for accounting procedural manuals.

Software Support

Customized, on-site, one-on-one training for QuickBooks software including: entering payables and deposits, invoicing, processing payroll, reconciling accounts, posting journal entries, entering budgets, preparing financial statements.
Ongoing informal technical support for QuickBooks through email, phone, or on-site.
On-site, one-on-one training for Microsoft Excel or Access software including creating queries and reports in Access.
Management of accounting software conversion projects.