Services

Professional Bookkeeping & Reports for Non-Profits

Monthly Bookkeeping Package for Non-Profits

The Monthly Bookkeeping package offers non-profits such as churches & christian ministries a comprehensive and reliable financial management solution, ensuring your ministry’s financial health is effectively tracked, organized, and reviewed. From day-to-day expenses to monthly reconciliations and year-end contribution statements, I'm with you every step of the way.

What's Included:

  • Track & Categorize Expenses
    Accurate tracking of all expenses, categorized to give clear insights into your spending patterns and to help guide budget decisions.

  • Track & Categorize Income/Donations to Appropriate Funds
    Every donation or income source is accurately recorded and categorized into designated funds, keeping your organizations’s income well-organized and transparent.

  • Record Assets and Liabilities
    Maintain a clear and accurate balance of assets and liabilities, ensuring a complete picture of your organizations's financial standing.

  • Monthly Reconciliation with Bank Account(s) & Credit Cards
    Regular reconciliations of your bank accounts and credit cards provide peace of mind, catching discrepancies early and maintaining financial accuracy.

  • Monthly Financial Statement Preparation
    Monthly preparation of core financial statements, including the Statement of Activities, Statement of Financial Position, and Statement of Cash Flows, keeps you informed and allows for strategic decision-making.

  • Monthly Budget Reports
    Gain insight with detailed budget reports showing Year-to-Date Budget vs. Actuals and Monthly Budget vs. Actuals, supporting financial stewardship and planning.

  • Monthly Video/Phone Call Reviewing Financial Statements
    A monthly call to review your organization's financial statements provides clarity and accountability, allowing you to discuss questions or concerns in real time.

  • QuickBooks Online App for Easy Receipt Tracking
    Snap, track, and organize receipts with ease through the QuickBooks Online app, streamlining record-keeping for added convenience.

  • Annual Contribution Statement Preparation
    Preparation of year-end contribution statements for your donors, making tax season simple and acknowledging the generosity of your community.

This package offers all the essential tools and support to keep your organizations’s finances clear, organized, and on track. Let me handle the details, so you can focus on ministry with confidence.

Professional Bookkeeping & Reports for Small Businesses

Standard Bookkeeping Package for Small Businesses

The Standard Bookkeeping package provides small businesses with consistent, accurate financial management to support sustainable growth. With a focus on simplicity, organization, and compliance, this package delivers everything needed to keep your business finances on track and your decisions informed.

What's Included:

  • Track & Categorize Income and Expenses
    Comprehensive tracking and categorization to give a clear view of revenue streams and spending patterns, ensuring efficient financial management.

  • Track Business Assets and Liabilities
    A complete record of assets and liabilities, providing an accurate picture of your business's financial position.

  • Monthly Reconciliation with Bank Account(s)
    Monthly bank reconciliations ensure accuracy and accountability, catching discrepancies early.

  • Monthly Financial Statement Preparation
    Key financial statements, including the Income Statement, Balance Sheet, and Statement of Cash Flows, keep you informed and aid in strategic planning.

  • Monthly Video/Phone Call Reviewing Financial Statements
    Monthly review calls offer clarity and allow for a personalized discussion of your financial statements.

  • QuickBooks Online Plus Subscription
    A subscription to QuickBooks Online Plus provides essential tools to support your bookkeeping needs.

  • QuickBooks Online App for Easy Receipt and Mileage Tracking
    Easily snap, track, and categorize receipts and log mileage, making record-keeping simple.

  • Annual Reports for Easy Tax Preparation
    Preparation of year-end reports streamlines tax season, ensuring you’re ready and compliant.

This package is designed to provide reliable, hassle-free financial support, allowing you to focus on your business growth. Let me handle the details, so you can focus on what matters most.

1099 Filing

1099 Filing Services

Managing 1099s for contractors doesn’t have to be a hassle. This 1099 filing service ensures compliance and ease by taking care of every step—from collecting W9s to delivering completed forms to contractors. Here’s how tax season is made simpler for your business:

What's Included:

  • W9 Collection 
    Collect and securely store W9 forms from contractors, ensuring accurate information for 1099 filings.

  • Contractor Payment Tracking
    Track payments made to contractors throughout the year, so filings are accurate and complete.

  • Federal and State E-Filing
    Handle electronic filing of 1099s with both federal and state agencies, ensuring compliance with all requirements.

  • Electronic Delivery to Vendors
    Provide contractors with their 1099 forms electronically during tax season, making distribution fast and convenient.

This comprehensive 1099 Filing service ensures that tax season goes smoothly and your business stays compliant.