Service Packages

Waggoner Professional Services can help you succeed the through use of our expertise and services. Below is a high-level overview of services we provide. Don't see what you are looking for? Let's talk! Waggoner Professional Services will help you create a custom plan to fit your specific needs and budget.

Keep It 

Simple

Bookkeeping

It Takes

 Two

Bookkeeping

+

Membership Management

OR

Event/Training Support

Want It

 All

Bookkeeping

+

Membership Management

+

Event/Training Support

Let's Be

Unique

Create a

Custom Plan

Bookkeeping

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

  • Accounts receivable and payable

  • Data entry/coding of imported transactions

  • Standard financial reports

  • Bank reconciliation

  • Invoicing support

*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:

  • 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: 

  • 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

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One Size Doesn't fit All

Waggoner Professional Services offers a free consultation to help you evaluate needs and create a custom plan to fit your specific requirements and budget. Pricing is tailored based on the client's needs.

Contact

Fort Worth, Texas

​Tel: (817) 768-6848

info@waggonerprofessionalservices.com

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