
Services
📊 Bookkeeping & Financial Management
• Ongoing bookkeeping • Accounts payable & receivable • Financial organization • Monthly reporting support
📁 Reporting & Compliance
• W-9 and 1099 preparation • Form 990 support • Year-end reporting • Financial documentation systems
⚙️ QuickBooks & Systems Support
• QuickBooks setup and maintenance • Cleanup and organization • Cloud file storage systems • Process improvement
📈 Financial Guidance & Support
• Budgeting support • Financial oversight • Investment guidance • Board and leadership support
🎓 Training & Organizational Support
• QuickBooks training • Financial process training • Board financial education • Ongoing support and consultation