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Vision.Strength.Woman-Owned Business.
Bookkeeping systems that work better.
We review how your bookkeeping is set up, identify what could work better, and improve the structure, processes and reporting behind it.
This can include your chart of accounts, account connections, job costing, workflows, document handling, financial reporting and how responsibilities are divided between your team and your bookkeeper.
Bookkeeping Structure & Setup
Chart of accounts, account types, tracking methods and overall bookkeeping structure.
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Chart of accounts review and restructuring
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Account types and mapping
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Bank, credit card and account connections
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Job, class, program or fund tracking setup
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Bookkeeping software settings and configuration
Processes & Workflows
Reporting & Tracking
In-House Bookkeeping Support
Clear processes for how financial information moves through your organization, including responsibilities, approvals and documentation.
Financial reporting set up around what you actually need to track, including jobs, programs, departments or funding.
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Bookkeeping workflow review
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Accounts payable and receivable processes
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Receipt and document handling
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Financial approval processes
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SOP and process documentation
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Financial statement structure
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Job and project reporting
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Program, grant and fund reporting
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Department or class tracking
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Custom management reporting
Review, guidance and monthly oversight for teams that handle some or all of their bookkeeping internally.
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Monthly bookkeeping review
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Reconciliation oversight
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Guidance for internal staff
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Issue identification and guidance
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Ongoing process and reporting support
