There are four distinct levels of accounting services tailored to meet your organization’s specific needs:

Monthly Processing

This service is designed for small to medium organizations that need quality records, payroll services and professionally prepared financial statements. Representatives from your organization writes checks and make deposits, then copies are sent to us on a monthly basis.

The service includes:

  • General ledger
  • Check register (including 1099s)
  • Deposit register
  • Payroll processing (including W-2s)
  • Monthly, quarterly, and annual payroll tax preparation
  • Basic set of monthly financial statements including: statement of activity (income statement), statement of financial position (balance sheet), and a detailed trial balance
  • Monthly bank reconciliation

Also available:

  • Direct deposit of payroll checks
  • Contribution recordkeeping and preparation of giving statements
  • Automated giving (ACH)

Weekly Processing

This service is designed for medium to larger organizations who want to increase quality, save money and spend less time performing administrative functions. This service can often replace a part or full time employee. This level of service includes:

  • Weekly processing
  • Courier pickup and delivery
  • Accounts payable check processing (including 1099s)
  • General ledger
  • Check register
  • Deposit register
  • Payroll processing (including W-2)
  • Monthly, quarterly, and annual payroll tax preparation
  • Customized set of monthly financial statements including: statement of activity (income statement), statement of financial position (balance sheet), and a detailed trial balance
  • Custom charts and graphs
  • Monthly bank reconciliation

Also available:

  • Direct deposit of payroll checks
  • Contribution recordkeeping and preparation of giving statements
  • Automated giving or payments (ACH)
  • Consulting
  • Online access (see Level III)
  • Customized training

Weekly Processing + Online Access

This service is designed for larger organizations that have a need for immediate access to their financial data.

  • Online access – allows the organization 24/7 read-only access to view their accounting and/or contribution information.

Plus all Level II Services:

  • Weekly processing
  • Courier pickup and delivery
  • Accounts payable check processing (including 1099s)
  • General ledger
  • Check register
  • Deposit register
  • Payroll processing (including W-2s)
  • Monthly, quarterly, and annual payroll tax preparation
  • Customized set of monthly financial statements including: statement of activity (income statement), statement of financial position (balance sheet), and a detailed trial balance
  • Custom charts and graphs
  • Monthly bank reconciliation

Also available:

  • Direct deposit of payroll checks
  • Contribution recordkeeping and preparation of giving statements
  • Automated giving or payments (ACH)
  • Consulting
  • Customized training

Weekly Processing + Online Access + CFO Services

Perfect for organizations needing CFO services as well as weekly processing and online access:

  • Contract CFO Services – A highly qualified staff member provides monthly oversight, analysis, and report of recommendations regarding financial issues of the organization.

Plus all Level III Services:

  • 24/7 Online access
  • Weekly processing
  • Courier pickup and delivery
  • Accounts payable check processing (including 1099s)
  • General ledger
  • Check register
  • Deposit register
  • Payroll processing (including W-2s)
  • Monthly, quarterly, and annual payroll tax preparation
  • Customized set of monthly financial statements including: statement of activity (income statement), statement of financial position (balance sheet), and a detailed trial balance
  • Custom charts and graphs
  • Monthly bank reconciliation

Also available:

  • Direct deposit of payroll checks
  • Contribution recordkeeping and preparation of giving statements
  • Automated giving or payments (ACH)
  • Consulting
  • Customized training