How it Works
We keep it simple. First we look at what you’ve got. Then we clean it up or set it up. After that, we put a routine in place so the books stay clean.
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We ask a few basic questions: What’s your QuickBooks situation? What banks and credit cards are involved? Who does payroll? Do you have grants or restricted funding? What reports do you actually need? If you don’t know all the answers, that’s fine—we’ll walk through it.
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If you’re starting fresh, we set QuickBooks up the right way. If you’re behind, we reconcile and clean it up. Either way, we make sure the chart of accounts makes sense, tracking is set up correctly, and coding rules are clear so things don’t drift.
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Once the foundation is solid, we run the month like a routine: coding, reconciliations, documentation, payroll review (if included), then close. We send reports that are readable and useful.
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You’ll get financials that actually help you. Nonprofits get clearer visibility into programs and restricted funds. Businesses get clean P&Ls and balance sheets that reflect reality.
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As you add programs, grants, staff, or new accounts, we tighten the system so it keeps up.
The goal is for you to feel like: “Okay, we’re good now.” Clean books, steady close, and numbers you can trust.
Contact Us
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