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  • We start at the center of bookkeeping - the chart of accounts - to be sure that the way your transactions are classified is useful to you, not just in line with accepted accounting practices.

  • By streamlining processes - getting bank feeds, point of sale, payroll, donations, credit card transactions to feed into a central system - we can help you get and keep all the transaction information in one place. 

  • A bookkeeping manual we create, and train staff to use, keeps things consistent. 

  • Keep it current.

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

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get it all together
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see the whole picture
start making sense

  • Accessible financial reports support organizational transparency. 

  • 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.

  • Working with you on budgets, metrics and models, we create tools to show how planning and reality come together.

  • Continued training-  and practice - reduces the mystery of figuring out where you stand, by revealing the events and patterns underlying the financial picture.

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build capacity
share the decisions, share the rewards

  • 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 train client side staff to increase their financial literacy, whether they are looking to interpret financial reports, improve quickbooks skills, or build general financial literacy. 

  • For organizations considering worker ownership or cooperative structures, we can help set up your accounting systems. 

  • We also train in the methodology of shared decision making that we use, called Sociocracy, and the transparent business review process called Open Book Management.

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