Your Chief Financial Officer
Your Affordable Partner Specializing in Helping You Understand
Your Organization's Finances.
Treasury Services for Non-Profits
We offer outsourced Treasury functions so that your organization can focus on growth and sustainability.
The Treasurer services we offer include:
-
Reviewing bookkeeping entries for accuracy especially donations being assigned to proper categories
-
Present reports to governing bodies
-
Review bank reconciliations and sign off
-
Ensuring 1099’s and W2’s are prepared and sent out in a timely manner
-
Review payroll practices and assist in obtaining outside vendors as required
-
Review insurance coverage including property and workman’s compensation
-
Ensure timely payments of accounts payable
-
Recognize changes occurring with your congregation and making recommendations on how to address them
-
Prepare reports for governing bodies
We can provide many of these services remotely.