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

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