NPO Services

We’ll record, categorize, and reconcile transactions from up to two bank or credit accounts to keep your financial records clean and accurate.

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You are responsible for having proper documentation. Electronic filing could be included in your package.

Each month, we ensure your records match your actual bank and credit card statements - catching errors, duplicates, or missed entries before they become a problem.

You'll receive essential monthly reports - including a Profit & Loss (Income Statement) and a Balance Sheet (Statement of Financial Position). You will always know where your organization stands financially.

We will make sure you have the proper systems to get paid and pay others. We'll configure streamlined invoicing or accounts payable processes tailored to your needs.

We'll help setup and process payroll - making sure your employees or contractors are paid accurately and on time. We help manage pay schedules, taxes, and compliance tracking.

We prepare reports designed to meet the expectations of grantors and board members - clean, clear, and easy to present with confidence.

Need specialized reports for grants, boards, or internal tracking? We create custom views of your financial data so you can see what matters most.

We'll help you build a budget and look ahead with projections that support growth, sustainability, and smart planning.

Let us worry about your monthly or quarterly tax obligations and help prepare what's needed for accurate filing.