Services

What I do

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Bookkeeping Services

As an outsourced bookkeeping solution for non-profits and churches, I focus on taking the bookkeeping task completely off your organization’s plate. That process starts with a solid financial foundation. It is essential that bookkeeping is performed accurately and promptly, as it is the driver of actionable financial information and the basis for tax filings. Errors in the books can be very costly, from poor decision-making based on faulty data to overpaying taxes. Therein lies the benefit of having a bookkeeper handle your bookkeeping and taxes!

QuickBooks Online is our accounting platform of choice as it is the clear-cut industry leader and is robust enough to handle 100% of the accounting needs of virtually all organizational types. It allows integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay) that provide a more efficient accounting system, increasing accuracy and saving a tremendous amount of time and money. We do, however, work with clients who use QuickBooks Desktop as well, as it is sometimes a better fit for businesses requiring specific features. We are an advanced-certified QuickBooks ProAdvisor for both the online and desktop versions.

Our bookkeeping services include:

 

  • Capturing and properly coding all bank and credit card transactions (Income, expenses, and donations)
  • Bank and credit card reconciliation
  • Accounts receivable & Receivable Tracking
  • General Ledger Maintenance
  • Payroll Services
  • Monthly, Quarterly, and year-end financial Reports
  • Fund Accounting (tracking restricted vs unrestricted funds)
  • Donations and tithes tracking (by donor, campaign, or program)
  • Grant tracking and reporting
  • Program and ministry expense allocation
  • Budget preparation and monitoring
  • Designated Fund management

Tax Services

The primary benefit of having an IRS-registered tax professional handle both your bookkeeping and taxes is that you can be assured that you are taking advantage of every deduction and credit that you are entitled to. We have the experience to minimize your tax liability while planning for the future.

Our tax services include:

  • Business tax preparation (Sole Proprietorship, Partnership/LLC, S-Corp, and C-Corp)
  • Individual tax preparation
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Professional at what i do

Why Choose Me

Church-Specific Expertise

Unlike general accountants, I understand the unique nuances of church finance, including designated funds, non-cash contributions, and housing allowances.

IRS and Tax Compliance

I stay up-to-date with complex tax laws, helping your church avoid costly pitfalls related to payroll taxes, worker classification, and taxable benefits.

Cost-Effective & Reliable

Outsourcing offers specialized knowledge without the costs of a full-time in-house employee, and ensures continuity (no interruptions for vacations or turnover).

Transparency & Trust

I provide clear financial reports (Statement of Activities/Position) that demonstrate to your congregation that funds are used responsibly, building donor confidence.

Mission-Focused

I treat transactions not just as numbers, but as a testament to the generosity and faith of your members

QuickBooks Expert

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