Bookkeeping

Finally feel in control of your finances through monthly bookkeeping support!

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• Accounts receivable and payable

• Data entry/coding of imported transactions

• Standard financial reports

• Bank reconciliation

• Invoicing support

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*Our clients primarily use Quickbooks Online. We do not handle taxes or payroll at this time.

Membership Management

We support members and a variety of membership types for your club, professional society, advocacy group or program through:

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• Recruitment, engagement, and retention support

• Communications

• Reporting

• Processing payments, orders, and registrations

• Member database management

Event/Training Support

Providing support for online and in-person meetings including trainings, facilitated discussions, webinars, courses, and retreats through: 

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• Registration Process - payments, orders, registrations, and greetings

• Customer communications

• Venue and/or tech set-up and support

• Meal/refreshment coordination

• Moderation and Q&A support

• Meeting Material Prep - slides, handouts, nametags, notices

Add On Services

• Nonprofit board/leadership support

• Office organization

• Workflow/Efficiency/Procedural evaluations

• File systems/Paper organization

• Social media management

• Website content management and updates

• Quickbooks Online set-up

• Catch-up and historical clean-up of books

• Budgets