Services
What We do
Virtual Bookkeeping
Sound Familiar?
- Feeling unprepared for tax season?
- Struggling to keep track of all your transactions?
- Wasting time searching for invoices and receipts?
- Struggling to make sense of your financial statements?
- Lagging further and further behind on updating your books?
- Tired of keeping piles of receipts?
How Can SmartFlow Help?
- Record, post, and classify your transactions
- Create customized processes that keep you organized
- Interpret financial statements so you understand your numbers
- Clean up and catch up your books so that they are accurate and up to date
Virtual Controller
Sound Familiar?
- Having difficulty creating and sticking to a budget?
- Having difficulty managing cash flow?
- Focusing too much energy on managing financial processes?
How can SmartFlow help?
- Create budgets that help keep you accountable
- Analyze cash flow and implement standards that promote improvement
- Implement accounting processes that save you time
Virtual CFO
Sound Familiar?
- Wondering how your organization performs compared to the competition?
- Struggling to understand how to make your organization more profitable?
- In need of help with a complex financial project?
How Can Smartflow help?
- Help establish benchmarks that gauge performance against competitors
- Perform monthly break-even analysis to ensure that you are on track to meet profit goals
- Customize financial reports that give you the answers you need, i.e. salary projections, cost-benefit analysis, and more
Nonprofit Bookkeeping Services
Need nonprofit expertise?
- Need assistance tracking restricted and unrestricted funds properly?
- Stressing over the next annual audit?
- Struggling to manage grant funds effectively in your accounting software?
How can SmartFlow help?
- Classify all contributions to the appropriate categories (with or without donor restrictions)
- Provide audit prep and serve as audit liaison
- Create processes and supporting schedules to effectively manage all grant funds
Schedule A Consultation
Schedule a free consultation today to find out how we can help!