Services

As a Certified Quickbooks Online Advanced Advisor Pro with decades of experience in Non-Profit bookkeeping, I can provide the solution to the pain points endured by Non-Profit boards.

Accurate Record-Keeping: As a professional bookkeeper I will ensure that all financial transactions are accurately recorded, categorized, and maintained in compliance with accounting standards. This consistency reduces the risk of errors and omissions in the financial records.
Detailed Financial Reporting: I provide timely and easy-to-understand financial reports, such as balance sheets, income statements, and cash flow statements, which give board members a clear overview of the organization’s financial health. This helps the board make informed decisions based on reliable data.

IRS and Legal Compliance: I will help ensure that your non-profit complies with IRS regulations, including the proper filing of Form 990, and they can track restricted and unrestricted funds accurately. This reduces the risk of penalties or loss of tax-exempt status due to reporting errors.
Audit-Ready Records: I maintain comprehensive, well-organized financial records that are ready for audits or reviews by donors, regulators, or grant providers. This can prevent stress or panic during financial reviews and ensures transparency.

Cash Flow Monitoring: I track income and expenses regularly, helping to manage cash flow more effectively. They can project future cash needs, ensuring the organization remains solvent and can plan for leaner financial periods.
Tracking Restricted vs. Unrestricted Funds: By properly managing and recording donations and grants, bookkeepers help ensure that restricted funds are used according to donor requirements and that unrestricted funds are tracked separately, preventing potential financial mismanagement.

Support in Budget Creation and Monitoring: I help create realistic, data-driven budgets and monitor actual spending against the budget. I provide regular updates on where the organization stands financially, helping the board manage its resources wisely and avoid overspending.
Expense Tracking and Categorization: I ensure that all expenses are accurately tracked and properly categorized, allowing for clear visibility into how funds are being used. This is especially helpful for multi-program organizations.

Reduced Administrative Burden: By handling the day-to-day bookkeeping, such as data entry, invoice processing, and reconciliation of accounts, I free up board members to focus on higher-level strategic decisions. This reduces the time commitment and workload for volunteer board members.
Organized Financial Data: I ensure that all financial data is well-organized, easy to retrieve, and properly stored. This minimizes confusion and prevents the board from having to dig through records or fix errors later on.

Donor and Grant Reporting: I ensure that donations and grants are properly recorded and reported in compliance with donor expectations and grant agreements. I can produce reports that clearly show how funds were used, increasing transparency with donors and maintaining their trust.

Have any questions? I am always open to talk about your business, new projects, creative opportunities and how I can help you.