Although I’d been using QuickBooks for years, I was stuck when it came to refinements and pulling good reports, and really understanding why items should appear in certain places. By the time I found Wendelyn I’d made some messy choices….and she quickly fixed my mistakes, clarified so many issues for me, and helped me feel comfortable doing what I need to do to keep good records. And of course now I know she is valuable resource I can call on, which is the best! Christine Graham, Consultant to Nonprofits, CPG Enterprises, Inc.
With a deep understanding of non-profits, we appreciate the unique challenges you face. From an individualized assessment of your organization’s needs to the creation of an accounting system that specifically addresses those needs while saving time and money, we work with you every step of the way using the most popular accounting products available.
Awash in spreadsheets? Having difficulties pulling together the required numbers you need for grant reports and applications? Need better reporting for your board? Do your financials tell the story of your mission? Do you scramble for audits or at year-end?
Many non-profits run lean. Your current accounting may be a task that someone has been assigned in addition to other job responsibilities. It may be cumbersome and not set up to serve the organization’s needs. But, it doesn’t need to be that way. We’ll design a system that is simple and easy to use and provides the relevant data you need to access so you can do what you do best—spending more time fulfilling your mission.
Our services include:
- QuickBooks File Check-Ups
- QuickBooks Set-Up & Implementation
- Training, Support & Consultation
- Donor Management Software Integration
- Customized Reports
- Monthly/Quarterly Reviews