Partnering with leaders to build and grow remarkable organizations
We’re here for you
From full service bookkeeping to specialized consulting,
we’re ready to meet you and your business right where you are.
Accounting
Weekly and Monthly Bookkeeping
Drive your business forward with clear, concise, and hassle free financial reports. Your dedicated account manager will handle all the day-to-day financial tracking, freeing you up to focus on doing what you do best.
Consulting
Business Consulting
You’ve invested time, money, and love into creating your company. Let us help you take it to the next stage in your business journey. We can help empower your team, tighten your workflows, and automate your systems to grow a truly remarkable company.
Non-Profits & Ministries
Weekly and Monthly Bookkeeping
Having worked in and with non-profits, we are well equipped to handle your organization’s reporting needs. Let us help you with all the day to day tracking and financial management, so you can focus on doing what you do best: serving the community.
Our Process
How we get to know you and your business
We want to help! We know that each client’s needs are as unique as their company. Our team of experienced professionals work with you to get you the information that matters most to you.
We believe accounting should be predictable. You shouldn’t have to worry about the cost fluctuating. You should get reports on time. You should know what our team does for you and you should receive value from it. There isn’t a cookie cutter approach that works for every organization, so we tailor our services to fit your needs.
Accounting
Find out which services are right for you! Contact us for a free review and recommendation.
Core Services
Receipt capture and backup subscriptions
Record standard transactions
Monthly account reconciliations
Monthly financial snapshot
Annual reports and coordinate with tax preparer
Unlimited email support
Common Add-ons
Record advanced transactions
Category specific tracking
Annual 1099 filing
Sales tax returns
Monthly management reports
Quarterly financial review meetings
Custom weekly reporting
Monthly KPI reporting
Monthly financial review meetings
Business Consulting
We get to know your team with a comprehensive discovery process. After in-depth assessment, we can highly customize our consulting services to meet your team’s needs. Contact us to learn more.
Core Services
90 minute discovery session
In depth analysis of workflows and team assessment
Proposal for project with roadmap
Goal setting and implementation strategies
Tailored access to Accrew resources and referral partners
Personalized company values assessment
Common Add-ons
Detailed roadmap planning
Strategy implementation support
Guidance and accountability for achieving milestones
Dedicated consultant integrated into your team
Goals and values assessment
Project planning and integrated execution
Specialized Services for Non-Profits & Ministries
We understand the nuances of running a non-profit. Contact us to learn how we can partner with your organization.
Core Services
Receipt capture & Backup subscriptions
Record transactions to appropriate budget line
Monthly account reconciliations
Monthly financial & budget to actual reports
Annual reports & coordinate with tax preparer
Unlimited email support
Common Add-ons
Follow up to ensure all receipts received
Custom board reports
Track donations in donor management system
Quarterly/annual donor statements
Sales tax returns
Annual 1099 filing
Quarterly financial review meetings
Custom weekly reporting
Specialized monthly reports with KPIs
Monthly financial review meetings