Services
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Services include:
- Accounts payable and Accounts Receivable, general ledger management, bank reconciliations, sales tax filing
- Meetings with accountants and lawyers
- Budgeting, cash flow management, expense analysis
- Payroll, Human Resources
- QuickBooks and Quicken software administration and setup, Cobra administration
Services for non-profits include all of the above, as well as:
- Foundation management for grant making organizations
- Donation recording, tax letters for donors
- Coordination with accountants for 990 preparation and accounting audits
Services for individuals include but are not limited to:
- Bill paying, bank statement reconciliations, expense analysis and breakdowns, coordination with investment managers, lawyers, and accountants, help with divorce-related income and expense statements, Quicken set up and management
Software Proficiencies:
- QuickBooks (expert since the early 1990's), Quicken, Excel, Word, Access, ACT, Blackbaud Sphere
