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BASIC NONPROFIT BOOKKEEPING PACKAGE

$500.00

Includes:

  • Monthly transaction entry

  • Categorization and coding

  • Bank & credit card reconciliations

  • Monthly financial statements (P&L & Balance Sheet)

  • Digital receipt management

  • Year-end accountant prep

  • Up to 1 monthly review meeting (30 min)

    $450–$750/month

Includes:

  • Monthly transaction entry

  • Categorization and coding

  • Bank & credit card reconciliations

  • Monthly financial statements (P&L & Balance Sheet)

  • Digital receipt management

  • Year-end accountant prep

  • Up to 1 monthly review meeting (30 min)

    $450–$750/month

What is Included:

  1. Entering transactions (bank/credit card)

  2. Categorizing income & expenses

  3. Monthly bank reconciliation

  4. Monthly credit card reconciliation

  5. Generating a monthly financial report:

    • P&L (Statement of Activity)

    • Balance Sheet (Statement of Financial Position)

  6. Donation entry (if very simple)

  7. Tagging by class or category

  8. Filing receipts electronically

  9. Maintaining vendor files

  10. Light communication with ED/board treasurer

  11. Up to 1 hour/month of review meeting