Our Services
Bookkeeping
Accurate, audit-ready and complete books.
Wire Transfers
Internal control procedures and written approval of all transfers.
Preparation of Annual Budget
Budgets built from consultant fee quotes, prior-year results, current assumptions, and board priorities.
Board reports printed directly from QuickBooks with no manual input in order to provide up-to-date accurate financial information. Presentation of monthly payables. Online access to QuickBooks file during meeting in order to provide any additional, available information requested.
Monthly Board Reports and Attendance
Bill Pay
Vendor payment management, budget oversight and record keeping.
Investment Services
PFIA approved investment of funds. Continued oversight to ensure maximum return on investment.
Payroll
Preparation and issuance of monthly payroll. Timely and accurate payroll tax reporting and filing.
