Financial Operations Services
Practical bookkeeping, reconciliation, and financial reporting support for nonprofits and small businesses.
Services are structured to support organizations at different stages—from initial cleanup and system setup to ongoing monthly financial operations and reporting.
Monthly Financial Operations Support
Ongoing bookkeeping and financial reporting to ensure accounts are accurate, reconciled, and reliable for decision-making.
Services typically include:
Monthly bank and credit card reconciliations
Expense classification and general ledger maintenance
Monthly financial statements (P&L, Balance Sheet)
Ongoing corrections and adjustments as needed
Limited email support
This service helps organizations maintain accurate books, reliable financial reports, and organized accounting systems without needing a full-time finance team.
Financial Operations Setup & Cleanup
Establish or correct accounting systems to ensure accurate records, proper structure, and clean financial reporting going forward.
Services typically include:
Chart of accounts setup or reorganization
Historical cleanup and reconciliation corrections
Transaction review and reclassification
System alignment with QuickBooks Online
Documentation of structure and processes
Board Financial Reporting & Oversight
Structured reporting designed for nonprofit leadership and boards requiring clear, reliable financial insight.
Services typically include:
Board-ready financial reporting packages
Budget vs. actual analysis
Financial summaries and commentary
Support for leadership review and interpretation
Ongoing reporting consistencies
Financial Health Review
Targeted review of financial records and reporting practices to identify issues, risks, and areas for improvement.
Services typically include:
Review of financial statements and structure
Identification of inconsistencies or gaps
Evaluation of reporting practices
Recommendations for improvement
Summary findings report