What I offer

Services built around your organization.

Every quote is custom, because no two nonprofits are the same. Here's what I can help you with.

Core service

Monthly Bookkeeping

Clean books, every single month. No surprises, no scrambling before your board meeting, no dreading what you'll find when you open QuickBooks.

Foundation

Solid, reliable books

  • Monthly transaction categorization
  • Account reconciliation
  • Profit & loss statement
  • Balance sheet
  • Email support

Best for: Small nonprofits with straightforward finances

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Growth

For growing organizations

  • Everything in Foundation, plus:
  • Fund & class tracking
  • Grant reporting by funder
  • Board-ready financial package
  • Monthly check-in call

Best for: Nonprofits managing multiple grants or programs

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Premium

The full picture

  • Everything in Growth, plus:
  • Payroll coordination
  • Form 990 prep support
  • Audit-ready documentation
  • Priority phone & email support

Best for: Established nonprofits needing full-service support

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Every service is scoped to your specific situation. I'll ask questions before I make recommendations, not after.

Cleanup
One-time service

Cleanup & Catch-Up

Been putting off your books? Months behind? Not sure what year it all went sideways? No judgment. This is one of the most common reasons people reach out, and it's completely fixable.

I dig into your QuickBooks file, reconcile everything, re-categorize what needs it, and hand you back books you're not afraid to look at. Some cleanups take a few weeks. Some take longer. I'll give you an honest timeline upfront.

  • Full transaction review and re-categorization
  • Account reconciliation from the point of divergence
  • Chart of accounts cleanup if needed
  • Summary report of what was found and fixed
  • Recommendations for keeping things clean going forward
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Good to know

Cleanup projects are scoped individually based on how far back we're going and the state of your books. I'll review your file before quoting anything.

Payroll
Ongoing service

Payroll Services

Payroll has to be right every single time. For your team's sake and for compliance. Late or incorrect payroll creates real problems, the kind that damage trust and trigger penalties.

I handle payroll processing so you're never sweating a pay date, second-guessing a tax filing, or manually running numbers at 4pm on a Friday. Everything goes through correctly and on time, every time.

  • Payroll processing for each pay period
  • Federal and state payroll tax filings
  • W-2 preparation at year-end
  • Direct deposit setup and coordination
  • Integration with your QuickBooks file
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Good to know

Payroll pricing depends on the number of employees and pay frequency. Most clients bundle this with monthly bookkeeping for a seamless setup.

Setup
Setup service

QuickBooks Setup

QuickBooks out of the box isn't built for nonprofits. It takes real configuration to make it work the way your organization works, with fund accounting, class tracking, and restricted grants set up from the start.

I set up your QuickBooks file from scratch, or clean up and restructure an existing one that's grown into something unrecognizable. Either way, when we're done, your chart of accounts makes sense and your reports actually tell you what you need to know.

  • Chart of accounts built for nonprofit reporting
  • Class and location tracking for programs and grants
  • Restricted fund setup
  • Bank and credit card connection
  • Custom report templates for your board
  • Training session so you know how to use it
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Good to know

This is a great starting point if you're new to QuickBooks or inheriting a messy file. Many clients follow setup with an ongoing monthly bookkeeping arrangement.

Clarity
Let's talk

Ready to stop dreading your books?

Let's start with a free 30-minute call. Tell me where things stand, I'll tell you honestly what I think you need, and we'll go from there.

Book a free discovery call