Chart of Accounts

• Make sure your Chart of Accounts is set up correctly.
• Organize income and expenses into correct tax categories.

Annual Check-Up

• We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts ANNUALLY.
• We efficiently and accurately verify coding and data entries.
• Securely import transactions from your bank, credit cards, PayPal, Square, and more*

Annual Reports

Managed reports customized by Boards needs, examples are:

• Balance Sheets
• Income Statement (Profit and Loss) Report
• Monthly management reports
• Statement of Cash Flows
• AR Aging-Accounts Receivables
• AP Aging-Accounts Payables

Invoice & Payments

• Invoice member for dues.
• Paper-less data entry.
• Cloud-based bill payments, with faster payment processing & reconciliation.
• Cloud-base bank fetch.

Phone & Email Support

• Free phone and email support
• Cloud-based and 24/7 access to your accounting books
• Xero or QuickBooks Online subscription NOT included.

Do you have an additional 501 (c)3?

Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).

Chart of Accounts

• Make sure your Chart of Accounts is set up correctly.
• Organize income and expenses into correct tax categories.

Monthly Check-Up

• We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts MONTHLY.
• We efficiently and accurately verify coding and data entries.
• Securely import transactions from your bank, credit cards, PayPal, Square, and more*

Monthly Reports

Managed reports customized by boards needs, examples are:

• Balance Sheets
• Income Statement (Profit and Loss) Report
• Monthly management reports
• Statement of Cash Flows
• AR Aging-Accounts Receivables
• AP Aging-Accounts Payables

Invoice & Payments

• Invoice member for dues.
• Paper-less data entry.
• Cloud-based bill payments, with faster payment processing & reconciliation.
• Cloud-base bank fetch.

Phone & Email Support

• Free phone and email support.
• Dedicated Team Advisor.
• Cloud-based and 24/7 access to your accounting books.
• Xero or QuickBooks Online subscription NOT included.

Do you have an additional 501 (c)3?

Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).

Chart of Accounts

• Make sure your Chart of Accounts is set up correctly.
• Organize income and expenses into correct tax categories.

Quarterly Check-Up

• We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts QUARTERLY.
• We efficiently and accurately verify coding and data entries.
• Securely import transactions from your bank, credit cards, PayPal, Square, and more*

Quarterly Reports

Managed reports customized by Boards needs, examples are:

• Balance Sheets
• Income Statement (Profit and Loss) Report
• Monthly management reports
• Statement of Cash Flows
• AR Aging-Accounts Receivables
• AP Aging-Accounts Payables

Invoice & Payments

• Invoice member for dues.
• Paper-less data entry.
• Cloud-based bill payments, with faster payment processing & reconciliation.
• Cloud-base bank fetch.

Phone & Email Support

• Free phone and email support.
• Dedicated Team Advisor.
• Cloud-based and 24/7 access to your accounting books.
• Xero or QuickBooks Online subscription NOT included.

Do you have an additional 501 (c)3?

Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).

Chart of Accounts

• Make sure your Chart of Accounts is set up correctly.
• Organize income and expenses into correct tax categories.

Monthly Check-Up

• We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts MONTHLY.
• We efficiently and accurately verify coding and data entries.
• Securely import transactions from your bank, credit cards, PayPal, Square, and more*

Monthly Reports

Managed reports customized by boards needs, examples are:

• Balance Sheets
• Income Statement (Profit and Loss) Report
• Monthly management reports
• Statement of Cash Flows
• AR Aging-Accounts Receivables
• AP Aging-Accounts Payables

Invoicing

• Invoice member for dues.
• Paper-less data entry.
• Cloud-based bank fetch.

Phone & Email Support

• Dedicated Team Advisor.
• Cloud-based and 24/7 access to your accounting books.
• Xero or QuickBooks Online subscription NOT included.

Do you have an additional 501 (c)3?

Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).

Bill Payments

• Dual signature or Electronic Dual Authorization Service.
• Cloud-based dual authroization, bill payments, with faster payment processing & reconciliation.