Get Your Books in Order in 30 Days
Schedule A Free Consultation
Frequently Asked Questions
Yes. Even though you have an accountant, you may still need a bookkeeper. Why? Because these two financial professionals deliver different services.
Accountants provide high-level guidance and oversight, while bookkeepers handle the day-to-day tasks like data entry, reconciliations, and reporting. While some accountants offer bookkeeping services, having a dedicated bookkeeper can free up your accountant’s time for more strategic work, ultimately benefiting both of you.
Not sure if a bookkeeper is for you? Consider the following:
Time Management: “Am I dedicating several hours each week solely to managing our financial records?” If bookkeeping tasks are consuming a significant portion of your time that could be better spent on mission-critical activities, it may be time to engage a bookkeeper.
Overwhelm and Complexity: “Do I feel overwhelmed by the complexity and volume of financial paperwork and reporting requirements?” A bookkeeper can alleviate the stress and confusion associated with financial management, ensuring compliance and organization.
Financial Insight and Accuracy: “Am I confident in the accuracy of our financial data, and do I have the insights needed to make strategic decisions?” A bookkeeper not only ensures the accuracy of financial records but also provides valuable insights for informed decision-making, which is crucial for a nonprofit’s growth and sustainability.
We can help you get caught up, stay organized, and make informed decisions based on accurate data.
It depends on your needs. Our pricing is a flat monthly rate customized to your specific needs. This means no surprises and predictable budgeting for you. We base the rate on the estimated minimum number of hours per month you’ll need, and in the long run, you often save money compared to hourly rates or hiring in-house staff.
If you’d like a quote, please don’t hesitate to get in touch.
We specialize in working with nonprofits, where accurate financial management is crucial for grant applications, donor accountability, and program impact.
