Services
We offer tiered service options based on organizational complexity.
Just the Books
Reliable monthly bookkeeping support for organizations that need clean, current financial records and standard reporting.Includes:Monthly transaction categorizationBank and credit card reconciliationsMonthly financial statementsYear-end trial balance for external accountant
Best for organizations with straightforward operations.Books, Plus
Bookkeeping support with added operational visibility.Includes everything in Just the Books, plus:Accounts payable supportAccounts receivable trackingPayroll journal entries from external providersBudget vs. actual reporting
Best for organizations needing more visibility into financial activity.The Works
More comprehensive bookkeeping and reporting for organizations with greater complexity.Includes everything in Books Plus, plus:Fund accounting / class or project trackingAccrual-based adjustments and month-end close supportMore detailed reporting
Best for organizations with restricted funding or structured reporting needs.Add-on Services
Catch-Up & Clean-UpBookkeeping Set-UpYear-End Audit SupportYear-End Tax Preparation SupportCustom Financial Reports
Not sure which level of support is right for your organization?
Let’s discuss your needs to find the best fit.