The 6 Core Services Your Catholic Non-Profit Deserves for Financial Peace of Mind
1
Bookkeeping: The Foundation of Financial Clarity
What We Do:
We handle day-to-day financial records, ensuring every donation, expense, and transaction is accurately documented. This includes maintaining the general ledger, categorizing transactions, and reconciling accounts.
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Why It Matters:
Accurate bookkeeping forms the backbone of financial stability. By outsourcing this task, your non-profit gains peace of mind knowing your financial data is always up-to-date and ready for analysis or audits. Plus, eliminating bookkeeping errors means more time to focus on ministry.
2
Accounts Payable and Receivable Management: Cash Flow Simplified
What We Do:
We ensure all your bills are paid on time while keeping a close eye on incoming donations and pledged contributions. This service includes invoice processing, payment scheduling, and tracking donor contributions.
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Why It Matters:
Healthy cash flow is vital for any non-profit. By managing these processes, we prevent missed payments or delays in receiving funds, which can disrupt operations. Our system keeps your finances moving smoothly, ensuring you can meet your commitments without stress.
3
Restricted Fund Tracking: Keeping Mission Dollars on Target
What We Do:
We track and report on funds designated for specific purposes, such as building campaigns, charitable programs, or mission trips. This includes clear segregation of restricted funds in financial statements.
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Why It Matters:
Donors entrust you with their contributions for specific missions. Properly managing and reporting on these funds ensures transparency, builds donor confidence, and aligns your organization with non-profit accounting standards.
4
Financial Reporting: Informed Decision-Making
What We Do:
We deliver regular reports, such as cash flow statements, balance sheets, and profit-and-loss summaries. These reports are customized to give you actionable insights into your financial health.
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Why It Matters:
Timely and accurate reporting empowers leaders to make informed decisions. Whether planning budgets, launching new initiatives, or addressing financial challenges, having a clear financial picture is critical for responsible stewardship.
5
Budget and Audit Support: Planning and Accountability
What We Do:
We assist in preparing detailed budgets and support your team during audits by ensuring your financial records are audit-ready and compliant.
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Why It Matters:
Budgeting is more than forecasting; it’s about aligning resources with mission priorities. Meanwhile, audits are necessary for maintaining credibility and securing grants or donations. We make these processes seamless, so you can confidently plan for the future.
6
Compliance and Tax Support: Proper Vendor Management and Documentation
What We Do:
We focus on accurate W-9 collection, vendor tracking, and maintaining proper documentation for compliance purposes. This includes verifying vendor details and ensuring all records meet tax and regulatory requirements.
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Why It Matters:
Vendor management errors can lead to compliance risks and unnecessary penalties. By prioritizing proper documentation and reporting, we reduce risk, simplify tax filing, and support your non-profit’s commitment to ethical stewardship.
