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All entrepreneurs and small business managers should pay acute attention to how their finances are being used to advance the efforts of the company. Poorly managed finances can irreparably damage an organization and cause its premature demise. Financial Management Services are designed to help for-profit and nonprofit small business managers successfully operate their organization.



Financial Management Services Activities




  1. Your support team enters financial transaction data into the company’s accounting system

  2. Your support team reconciles bank account(s)

  3. Your support team manages the transfer of payment receipts from third party payment systems (e.g.: PayPal, square, WePay, etc.) to the company’s accounting system




  1. Your support team assists with the basic setup of an accounting system (QuickBooks only)

  2. Your support team assists with designing chart of accounts


Donor Records Management


  • Data entry of gifts donated to the company into company’s donor management software (e.g.: DonorPerfect, Raiser’s Edge, etc.)

  • Reconciliation of donor records with accounting system



Reports Management

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