While none of these question are required, we value each and every one of your perspectives and input. Your participation will help us grow and evolve as an organization.
Accounting & Fiscal Management
Structure general ledger, chart of accounts, setup assistance
Monthly accounting support: accounts payable, accounts receivable, deposits and receipts, bank reconciliation
Payroll preparation
Preparation of management reports
Financial report preparation for board meetings
Grant tracking and reporting
Preparation of IRS Form 990
Preparation of annual 1099’s
Preparation of schedules for independent audit, assistance with audit completion
Cleanup of past accounting records
Budget preparation assistance, reporting and analysis
QuickBooks training
Governance & Strategy Development
Governance training
Executive mentoring and coaching
Board retreat facilitation
Strategic planning documents
Outcomes and impact measurement and reporting
Survey assistance
Database Management
Database design and development
Gift and demographic data entry
Donor acknowledgement letters
Import and export of data; mail merges; exports to mail house
Data and donor analysis
Integration with accounting systems, fund development and social media activities