Our Services
Financial Management
We will set up and execute the day-to-day systems and processes to manage your organization’s finances including budget preparation, general ledger maintenance, accounts payable, credit card, and bank reconciliations.
We will provide you regular reports making it easy to know where you are.
- Propose & maintain balanced budgets
- Process and maintain accounts receivables and accounts payables
- Process fee-for-service payments
- Reconcile monthly bank statements
- Provide monthly financial statements
- Work with CPA firm to prepare and file annual IRS 990 Form
- Obtain annual financial audit from independent CPA firm