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Services

We're here to help accounting pros and nonprofits alike, offering personalized support and solutions to navigate financial compliance with confidence and transparency.

For nonprofits

If you're a nonprofit, we know you are passionate about the work you do. And despite what you might see in an ad during the Super Bowl, QuickBooks doesn’t know how to do the work for you. That's why we're here to help.

You have complex compliance requirements and many different stakeholders who all need different views of your financial data, from your internal teams, to the board of directors, funders, and the IRS. Squeezing all of that information into QuickBooks in a way that allows you to easily get it out again requires both a deep understanding of your needs and a thorough familiarity with the tool. 

 

I start with these Key Principles:

  • Keep the data in the data file. We’ve failed if you are tracking financial information in outside spreadsheets.

  • You shouldn’t need a calculator to get important information, but you might need a custom report. 

  • Make things as simple as possible, but as difficult as it needs to be. And keep looking for an easier way.

 

Whether you are seizing the opportunity to rethink your file as you transition from Desktop to Online or just have an inkling that the way your QuickBooks is structured makes things harder than they have to be, I can help you think it through. 

Waiting Room

Schedule an hour to work

on it together.

One hour not enough?

Book a two hour block

Let's get started with a Data File Review. We'll go through your file together and come up with a plan for next steps. 

For accounting professionals

You already know accounting, or QuickBooks, or both. But maybe you have less experience working with nonprofits. Maybe government grants are outside your wheelhouse. Maybe you are comfortable in QuickBooks Desktop but less familiar with the features of QuickBooks Online. Maybe you’ve been handed a heck of a mess and need someone to help you think through the path from chaos to clarity.

 

Whatever your “maybe,” my goal is to help you look like a hero to your nonprofit clients! 

Let’s figure it out, so you can get back to doing the work.

Waiting Room

Schedule an hour to work

on it together.

One hour not enough?

Book a two hour block

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