Our work together begins with a discovery process. The first step is to complete our quick questionnaire. Once you’ve completed the questionnaire, a member of our Accounting Team will contact you to set up a meeting with key staff, volunteers, and/or board members to discuss your needs, expectations, and budget.

Pricing is determined by a variety of factors including transaction volume, number of revenue sources and monthly reconciliation requirements. We provide a flat monthly rate that reflects the time needed to perform regular monthly bookkeeping, reporting and oversight, as well as annual audit and budget support. Our goal is to spread the costs associated with high-volume transaction periods (galas, annual appeals) and high-profile activities like the budget and audit over a 12-month term – this helps our clients budget for this expense and manage cash flow.

Upon engagement of our services, set-up typically includes the transfer and review of data from current financial systems; review/revision of policies and procedures; assessment of the chart of accounts, standard reports and other financial tools; and the documentation of roles and responsibilities including deadlines for submissions and reports. A strong working relationship with clear expectations and flat pricing means we never “start the clock” and our clients won’t hesitate to call or email whenever they need us.

Please contact Lisa Konsewicz to schedule an appointment to learn more about our accounting services.