I keep the books, so you can run the organization.
For non-profits and churches: books your board can trust
What’s included
Fund tracking
Restricted and unrestricted funds tracked separately (the building fund, a memorial gift, a designated offering) so you always know what’s actually available to spend.
Board-ready financial statements
Monthly statements a board member without an accounting background can read and act on.
Donor records and giving statements
Contributions recorded accurately through the year, with statements that go out on time and the acknowledgment language your givers need.
For small businesses: bookkeeping that keeps up with you
What’s included
Transactions categorized, accounts reconciled
All your monthly transactions categorized into the proper accounts and then reconciled to your bank and credit card statements.
Monthly financial statements
Customized statements that are easy to read, interpret, and apply to running your organization.
Year-end close
Books closed at the end of the year, clean and ready for tax time.
QuickBooks services
What I offer
QuickBooks Setup and Training
I offer initial QuickBooks file setup for new businesses, including creating your Chart of Accounts and a one-hour training session to show you how to manage the basics. Once your organization grows and needs an outside bookkeeper, I’d be happy to take over.
QuickBooks Cleanup
If your QuickBooks file needs cleanup for any reason, I charge a reasonable hourly rate to get things back to where they need to be.
Ready to hand off the books?
Tell me about your organization and what kind of help you need, and let’s figure out where to start.
Book a bookkeeping consultation
For small businesses and non-profit organizations, including churches.