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Zoom In and Assess

Set Up, Catch Up, Clean Up 

  • When you bring CBC onto your team, we begin by assessing the unique needs of your business using our collective skills, knowledge and experience.

  • We look for opportunities to streamline processes, keeping all transaction information in one centralized and accessible system, including bank feeds, point of sale, payroll, donations, and credit card transactions.

  • We create a custom accounting manual for each of our clients, for consistent practice in recording transactions and training of anyone who is involved.

  • We create ​a customized bookkeeping manual to keep things consistent and train your staff or co-owners to utilize it.

  • We create accessible financial reports that support organizational transparency. 

  • We work with you on budgets, metrics, and models and create visual tools to show how plans become reality.



Regular maintenance keeps things flowing smoothly and creates opportunity to build capacity

  • We handle periodic report needs - grant reports, data needed for annual tax filings, detailed reports on income or expense items that are key to your financial health - as well as the regular readouts of transaction flow.

  • Quarterly tax stuff?

  • Working onsite or remotely, we do a regular reconciliation of bank accounts and send end of month reports so that you know your financial position.


Zoom Out and Grow

Continued training, open communication, and transparent practices allow for big-picture collaboration, capacity-building, and growth.

  • We’ll help you use these tools and systems to identify the underlying patterns, illuminating inefficiencies and opportunities for growth

  • We work with client-side staff to increase financial literacy, whether they are looking to interpret financial reports, improve Quickbooks or other accounting software skills, or simply become more comfortable discussing financials.​

  • We train in Sociocracy, the methodology of shared decision making that we use ourselves.

  • We offer training in Open Book Management, a transparent business review process. By seeing how each individual’s contributions contribute to the success of the whole business, staff becomes empowered, proud, and committed to the success of the business. People will fight for that which they have helped create.

  • We can help organizations considering worker ownership or cooperative structures to explore their options and make the switch

Click to fill out our client intake form. CBC will be in touch with you shortly!

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