A few of our clients
Types of Clients
Small Business Owners
Nonprofit Organizations
Nonprofit Organizations
Who need a part time Bookkeeper so they can focus on their core service offerings
Nonprofit Organizations
Nonprofit Organizations
Nonprofit Organizations
Who need consistent bookkeeping to support the Board of Directors
Home Offices
Nonprofit Organizations
Home Offices
Who want their home office professionally managed
Small Business Owners
Create and/or maintain financial records in Quicken® or QuickBooks™ Online and Desktop
Reconcile all accounts to financial statements, including cash, credit cards, and loans
Prepare financial records for tax purposes and communicate with client CPA as needed
Historical Data Clean Up
Create and Send Invoices, Manage Accounts Receivable
Enter and Pay Bills upon approval, Vendor Management
Process payroll using a trusted, 3rd-party platform
File Texas sales tax
Deposit checks, record against Accounts Receivable, maintain accurate records of deposit
Send monthly reports of reconciled accounts for full financial transparency
Annual 1099 compliance
Nonprofit Organizations
Create and/or maintain financial records in Quicken® or QuickBooks™ Online and Desktop
Reconcile all accounts to financial statements, including cash, credit cards, and loans
Prepare financial records for tax purposes and communicate with client CPA as needed
Create and track pledges from Donors
Enter and Pay Bills upon approval, Vendor Management
Process payroll using a trusted, 3rd-party platform
Deposit checks, record against Accounts Receivable, maintain accurate records of deposit
Send monthly reports of reconciled accounts for full financial transparency
Support audits/reviewed financial process
Track Grants/Restricted Donations
Annual 1099 compliance
Specific project-based work
Households