Services
Specializing in bookkeeping and accounting for non-profit organizations and for motivated artists, Heather brings twenty-seven years of experience to serve the specific needs of each client.
bill paying and accounts payable
invoicing and account receivable
general ledger entries and adjustments
bank account reconciliation
financial statements and specialized reports
annual / project /event budgets
1099 prep
state and federal filings
set up for audit prep
Standard Services for Non‑Profits:
restricted funds accounting and tracking
grant fund tracking
pledge/dues tracking
Additional Non-Profit Service Options:
transitioning financial records from checkbook register / paper files / spreadsheets (or no files at all!) to software-based accounting in QuickBooks
migrating records from QuickBooks Desktop to QuickBooks Online
setting up time-saving processes and reports in QuickBooks
establishing or updating your Chart of Accounts to facilitate prep for filing your 990 return
researching and resolving complex and/or long-standing accounting/recordkeeping issues
digitizing records; establishing online records storage
making recommendations for updated checks and balances / internal controls
writing / revising financial procedures guidelines; streamlining bookkeeping processes
training staff / volunteers on QuickBooks, on accurate data entry and best bookkeeping practices, on internal controls
Special Projects for Non-Profits:
set up basic bookkeeping in QuickBooks / Quicken and train you to use the software
set up supplemental tracking for projects / grants in Excel spreadsheets or Google sheets
set up systems for tracking income / expenses to align with Schedule C
set up online receipts and records management
advice on business budgeting
Services for Individual Artists:
NOTE: Heather does not do individual tax returns, but she can refer you to reputable firms that do!
Start a Conversation
Please reach out to start a conversation!
If Heather is unable to help, she can likely refer you to someone who can.