FINANCIAL MANAGEMENT

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Meet Luna! She is new to Excel, but picking it up quickly.

We can help with all phases of your finances, from assisting your treasurer with basic bookkeeping to full service management of your accounts, budget, and reporting.

  • QuickBooks expertise

  • Accounts payable/receivable

  • Monthly bank reconciliations and financial reports

  • Budget preparation and tracking

  • Membership dues management

  • Filing state and federal reports

  • 990 preparation and filing

  • PAC registration, bookkeeping, and compliance