From AP and AR to Taxes and Audits
While your solution and services may make others green with envy, we know you'll need funding to accomplish that goal. Our finance team is here to assist so you can stay focused on your mission vs. money management. We follow financial best practices and leverage decades of experience managing millions of dollars in transactions every year for our clients, helping you stay in the black.
- Create and maintain bank account to manage daily banking activity
- Manage investment accounts
- Complete Accounts Payable and Account Receivables management and processing
- Automated invoicing and processing of member dues
- Perform VAT/tax recovery after qualifying events
- Execute bookkeeping in accordance with standard accounting practices
- Prepare and disseminate monthly financial and cash flow reports
- Support annual operating budget with reporting and analysis
- Work with outside CPA to prepare/file annual tax return
- Conduct audits with outside CPA
- Secure and maintain necessary insurance policies
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