Finance Directors for Small Nonprofits
Here's a quick summary of what your monthly service will include (see a complete list in the 'Services' tab):
1. Daily QuickBooks® data entry and bookkeeping;
2. Weekly processing of your payroll;
3. Monthly electronic reconciliation of your bank and credit card accounts;
4. Monthly preparation and review with Executive Director of your receivables and payables;
5. Quarterly review of your 12-month cash flow projections;
6. Mid-year review of your budget-to-actual performance;
7. Up to 2 consultations per year with your Board of Directors regarding your non-audited financial statements;
8. Assistance in preparing your IRS Form 990 and State tax returns;
9. Help in preparing your operating budget for next fiscal year; and
10. Various email/phone customer support options on any QuickBooks®, Payroll and/or Controller issues.
Service guarantee - If you're not completely delighted with our month's work, we will try our best to correct it. If you're still not satisfied, we will refund you the portion of the monthly payment that reflects your level of dissatisfaction, up to the entire month's payment.
You Focus on Fixing the World; We'll Focus on Managing Your Finances
Larios Financial, LLC
Email - email@example.com
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