Charity Bookkeeping & Clean-Up

Your books shouldn't be one more thing to worry about.

Common bookkeeping frustrations

  • Our books are months behind.

    Receipts pile up and it becomes difficult to know where things stand.

  • I don't know whether these numbers are right.

    Reports are confusing and leadership is unsure what the numbers are telling them.

  • The board is asking questions I can't easily answer.

    The information needed is not always readily available.

What we can help with

  • Ongoing bookkeeping

  • Catch-up and clean-up work

  • Transaction recording

  • Account reconciliation

  • Chart of Accounts support

  • Preparation of financial statements

Three people engaged in a discussion around paperwork in an office with a brick wall background.

Who this service is for

  • Simple round clock showing 3:00.

    Organizations that are behind on bookkeeping

  • Line art icon of a person in business attire standing next to a hierarchical organizational chart.

    Organizations that need clean-up or catch-up work

  • Two curved arrows forming a circle, indicating refresh or reload.

    Organizations transitioning from another bookkeeper

  • Icon of a shopping bag with two handles and a small rectangle on the side.

    Organizations that need ongoing monthly bookkeeping

  • Line graph with ascending bars and an upward trend arrow.

    Organizations that need clearer and more organized financial records

How it works

  • 01

    Tell us what's happening

    Tell us about your charity and your current bookkeeping situation.

  • 02

    We review what you need

    We review the situation and determine what support may be appropriate.

  • 03

    We recommend next steps

    We recommend the appropriate service based on the charity's needs.

Spend less time worrying about the books. Spend more time moving your mission forward.

Talk to Our Team