Our Services

We offer a wide variety of financial services, primarily to organizations not large enough to retain their own full time accountant. 

Bookkeeping for Associations

We keep accounting records, all the way through unaudited financial statements for more than 15 associations.


Here is how it usually works:

An overview

Membership Database Cleansing

With our propriety MS Excel based analysis model, we will analyze your membership database for flaws that can cause a variety of large problems and annoying nuisances.

An overview

Membership Database Analysis and Presentation

With our propriety MS Excel based analysis model, we will compile a comprehensive analysis of the demographic information contained in your membership database, and provide our results back to you in a variety of formats.


An Overview

Microsoft Excel-based Solutions Development

We develop MS Excel-based solutions for a wide variety of business situations such as complicated expense allocations, time recording solutions, extensive costing analysis, etc.

An overview

CFO Transitional Solutions

We will provide controllership assistance in transitional situations

An overview