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Who we serve
Two tiers built for operating businesses, with invoicing and monthly video recaps, plus financials your tax preparer can file from.
Overview
We work with small businesses as well as ministries, and the small business tiers are built differently rather than the non-profit service with the words swapped out. Creating and sending your invoices is included, alongside accounts receivable tracking.
Which tier fits depends on revenue. Under $250,000, Simple Small Business Bookkeeping runs on a cash basis and closes by the 20th. Between $250,000 and $1,000,000, Priority runs cash or accrual, closes by the 10th, and adds job tracking, department and location reporting, cash flow statements and A/P detail.
Both include chart of accounts management and optimization, document storage, annual 1099 filing and W-9 management and a monthly video recap walking through your reports. Financials are kept tax-prep ready and we work directly with your chosen tax preparer. Bi-weekly payroll is available as an add-on, and two months of catch-up is included with a twelve-month contract.
What that means in practice
Accounts receivable tracking with invoice creation, so getting paid is not another job on your list.
Job, department and location reporting at Priority, for businesses that need profitability by line.
Kept in shape rather than left as whatever got set up on day one.
A recorded walkthrough of your reports, so the numbers get explained, not just sent.
Common questions
Also serving
Contributions, designated gifts and building funds tracked separately, so you can tell a giver exactly where their money went.
See how it works Audience 02Unlimited grant and restricted fund tracking, functional reporting and financials your auditor does not have to rebuild.
See how it worksStart here
Tell us about your organization and we will recommend the tier of support that fits. You can request a quote first or book a consultation directly.
Talk to us directly
[email protected] 219.204.2801Every engagement is quoted after we review your financial data, so the first step is a conversation rather than a form.