Financial Processing & Consulting

  • Prepare monthly financial statements; present to the board of directors and answer any questions
  • Provide consultation about which financial metrics the organization should be tracking to accomplish their mission
  • Process payroll for employees in multiple states, calculate and deposit all payroll taxes and process annual W-2.
  • Prepare monthly bank reconciliations
  • Process accounts payable, including preparation of annual 1099s
  • Assist with audit preparation and management
  • Assist with investment management
  • Provide consultation on unit cost and rate setting
  • Provide consultation on annual budget, including budget reports specific to United Way

Handle the entire billing process, including medical billing

  • Includes process of client billings, whether on our system (Microsoft Dynamics) or on client system (EHR, QuickBooks, Peachtree, etc.)
  • Medical billing process includes invoicing the primary, secondary and tertiary payors

Reporting and consulting on receivable collections

Grant Compliance & Reporting
Prepare and file financial reports for United Way and other grantors

Contact Us

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