We assume responsibility for your back office - Bookkeeping, Payroll and Controller functions of your organization.  

We work with you to create efficient processes with relevant controls that utilize our respective talents, and provide you with timely financial information that can drive performance.

How we work

We understand you, because
this is what we do.

Our clients rely on us to handle everything from the basics to the complex. Every day we take care of routine accounting, payroll, and cash management for our clients.

Our holistic approach also strengthens internal controls, supports strong corporate governance, and provides the measurement tools to assess financial performance and mission outcomes.

Non-profits are
not all the same.

We tailor our approach to meet the specific operating requirements of each type of
non-profit organization.

Community Institutions

We navigate complex budgeting issues, challenging software, and provides critical decision support for executive directors and the board. Revenues from admissions, gift shops, educational programs, and fundraising events can be individually budgeted and tracked.  Timely reporting, automated workflow, and custom board report packages support your programs and mission.

Charitable  Organizations

We track the program detail needed to apply and report on grants, donor restricted contributions, annual fund gifts and capital campaigns. We access and reconcile to Raiser’s Edge, Donor Perfect, and other donor management systems.

Foundations & Endowments

We calculate equitable allocations of investment performance in accordance with investment policies. Contributions are recorded and managed in accordance with donor intent.

Membership Associations

We promote an environment that enhances fiduciary responsibility. We establish formal policies with proper segregation of duties that promote sound internal controls and corporate governance.

Value add set-up

We believe in doing things right from the beginning. Our set-up not only ensures a seamless transition, but also features a comprehensive systems review.

Migrate Accounting records

We use a secure desktop accountant's version of QuickBooks hosted on RTA's virtual desktop environment. Upload your books to our server located in a level 4 data facility. We provide secure 24/7 user login to our desktop and your financial records.

Controller level operations review

We document the accounting and financial work-flow. Then we eliminate process breakdown and employee departure risk.

General ledger review

We fine-tune the general ledger for greater simplicity, clarity, more precise bookkeeping. As a result, you can easily generate reports that are useful and informative for you and the board of directors.

Standardized Reporting

With standard memorized reports, we offer easy access to financial information. You get up-to-date financials in real time, whenever you need them. Track the financial metrics and make data driven decisions that support your mission. Create the building blocks for management dashboards that go beyond the P&L.

Custom work flow

We deploy a financial record management on the cloud with a custom work flow and audit trail. Enjoy our secure and searchable document storage, then retrieve documents of your financial transactions. 

Get a free quote today.

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