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Services

Services

I have worked in accounting for over 20 years and have learned that keeping all accounts current every month is the best way to have a reliable and useful accounting system. With professional level support, organizations can know where they stand financially at all times.

Monthly Accounting

Our firm provides monthly accounting services for non-profits. We only work with non-profits because we value the important role that these organizations play in our society. We are partners with our clients and work with them every month to produce useful finance reports.

Monthly accounting includes reconciling all accounts, allocation of shared costs, proper tracking of grants and financial reporting.

Implementation of Monthly Accounting is billed hourly and takes a month or two to complete. This one-time process is where we reveal systems deficiencies, implement improvements and train staff. We have many templates and best practices that we are glad to share with new clients. We want to make sure that accounting is an area that you no longer worry about.

Rates:

Monthly Accounting: $600 - $1,200/month

Initial Implementation: Approximately $3,000 - $4,000 total

Contact us for our detailed scope of services.


Webinar Presentation: Mitigating Nonprofit Financial Fraud

Led by Mark Halpert of Halpert CPAs, this webinar shares best practices for executive directors to identify and mitigate financial fraud within their organizations. (70 min)