Financial Management Services
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BOOKKEEPINGIncludes: Accounts Payable processing (online payments only), Accounts Receivable processing, Payroll processing, Bank reconciliations, General Ledger maintenance and Financial Statement Preparation Controllership oversight and General Ledger restructure is also included.
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GRANT MANAGEMENTIncludes: Funding Agency billing, budget modifications and periodic grant reports
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ANNUAL REPORTINGIncludes: Preparation of Form 1099, Statement of Information renewals, Form 990, Form 199, and Form RRF-1
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ORGANIZATION SUPPORTIncludes: Human Resources assistance, annual audit assistance and staff training.
STANDARD SERVICE PLAN
Designed for annual budgets of $1 million or less
Enroll in autopay and receive a 10% discount on the monthly fee
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BOOKKEEPING
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GRANT MANAGEMENT (up to 3 grants)
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ANNUAL REPORTING (Form 1099 and Statement of Information filing only}
Select Plan
Form 990 and Form199 services and Organization Support provided at an additional cost.
Popular
ESSENTIAL SERVICE PLAN
Designed for annual budgets of $1 to $3 million
Enroll in autopay and receive a 10% discount on the monthly fee
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BOOKKEEPING
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GRANT MANAGEMENT (up to 7 grants)
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ANNUAL REPORTING (all filings)
Select Plan
Organization support services provided at an additional cost.
BEST VALUE
COMPLETE SERVICE PLAN
Designed for annual budgets of $3 million or more
Enroll in autopay and receive a 10% discount on the monthly fee
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BOOKKEEPING
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GRANT MANAGEMENT (unlimited)
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ANNUAL REPORTING (All filings)
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ORGANIZATION SUPPORT
ALL INCLUSIVE