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
Billing
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