ABC Services
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Consulting
Get support on your financial systems questions.
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Bookkeeping
ABC takes care of your books so you can focus on what you do best.
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Workshops & Trainings
Empowering financial education for individuals and groups.
UPDATE: We are currently fully booked for new clients through the end of the year. We are actively booking work for 2026! To inquire about working together in 2026, please review all of our services below and then click on the Complete Intake Form button. We can also set up a free 15-minute call to discuss your needs.
Consulting
Bring ABC in to support various aspects of managing the finances of your organization. Standard rate is $275/hr (info on our solidarity rates linked here). All consulting engagements start with a 1hr deposit.
New Books Setup
If you are just getting started with an accounting program, we can make sure it’s correctly configured and orient you to your new system. This process typically takes 4-5 hours and includes:
- Setting up your organization on QuickBooks Online, Xero, or GnuCash
- Configuring the chart of accounts
- Setting beginning balances for balance sheet accounts
- Setting up bank and/or credit card feeds
- An orientation on the basics of information entry and pulling reports
Advice and Support
ABC can provide coaching, advice, and support to help manage the finances of your organization.
Our areas of expertise include:
- Financial systems development
- Budgeting, cash flow projections, and financial modeling
- Nonprofit audit support
- Internal process review, internal controls, and creating financial policy manuals
- Transitioning accounting systems from fiscally sponsored to independent 501c3
- Product and service review and development
- Technology consultation, selection, and implementation
- Cooperative Technical Assistance (start-up and operating)
- Training on How to Do Bookkeeping: ABC can support sole proprietors and freelancers, staff, and members of organizations with training and professional development. We’ll build on what you already know and answer questions when you run into something new in your bookkeeping and finance processes.
Bookkeeping Review and Oversight
For organizations looking to strengthen their internal controls and separation of duties: If you do your books in-house, ABC can be another set of expert eyes for an added layer of accuracy in your financials. Depending on your needs, this can include:
- Quarterly Review and Oversight
- Quarterly Reconciliation
- Year End Review: Proofread to make sure your books are clean, complete, and ready for 1099 filing and for sending to a tax professional for on-time filing
Needs Assessment
Not exactly sure what services or support you need? We’ll review your current financial systems in depth and have a 1 hour call with you to look together at your books and get to know your needs. We’ll also share how our cooperative works and answer any questions you have about ABC. During the meeting, we will identify any issues and make recommendations on how to resolve them. We will follow up with an estimate for additional services if needed and desired, which could include clean up/forensic work, systems development, training/capacity-building, and/or referrals.
Bookkeeping
An ABC bookkeeping plan ensures your books are up-to-date and accurate, so that you have a strong financial foundation for your work. Monthly tasks can include:
- Input all transactions for bank accounts and/or credit card accounts
- Reconcile bank and/or credit card accounts
- Provide Balance Sheet, Profit & Loss, and any other basic financial reports needed
- Accounts payable and receivable: Tracking revenue, creating invoices, and recording payments; Entering vendor bills and payments
- Post journal entries (accruals, deferrals, AJEs, etc.)
- Running and recording payroll (outsourced)
- Record keeping and filing
- 1099 preparation and filing (additional cost for form plus applicable postage)
Standard rates listed below (info on our solidarity rates linked here)
Bookkeeping Plan FAQ
Intake process for new clients: We begin with an Initial Assessment (if you have books existing already) or a Set Up Package (if you’re starting from scratch). After this, we will give a quote for the monthly service plan level of your specific books and needs.
For ongoing clients, ABC reviews the scope of work periodically and adjusts service plan level if there are significant changes to volume or complexity so we can shift as your organizational needs shift.
XS Extra Small - These tend to be sole proprietors or freelancers with <$250K in annual expenses, fewer than 50 transactions per month in 1-2 bank accounts and credit cards.
Small - These tend to be small organizations with <$500K annual expenses, simple payroll for up to 5 employees, up to 100 transactions per month, and 3-5 bank accounts and credit cards. Extra small organizations with additional manual or more complex bookkeeping needs may fall into this service plan level.
Medium - These tend to be medium organizations of <$1M in annual expenses, payroll of up to 10 employees, up to 200 transactions per month, and 6-8 bank accounts and credit cards. Small organizations with additional manual or more complex bookkeeping needs (including fiscally sponsored projects, patronage tracking, and investments) may fall into this service plan level.
Large - These tend to be large organizations of over $1M in annual expenses, payroll of more than 10 employees, more than 200 transactions per month, and more than 8 bank accounts and credit cards. Medium organizations with additional manual or more complex bookkeeping needs (including fiscally sponsored projects, patronage tracking, and investments) may fall into this service plan level.
A Bookkeeping Service Plan may include some or all of the tasks listed above, and the tier will vary for each client based on volume and complexity.
The majority of communications for Bookkeeping Service plans are asynchronous, however, Bookkeeping Service plans's flat rate can include up to 1 hour per month for calls for bookkeeping-related questions. Additional meeting time beyond 1 hour per month, if needed, will be billed under our Consulting service rate.
Workshops and Trainings
Cosmos: Financial Education for Other Worlds is the branch of the coop that houses ABC’s workshop and facilitation offerings. We believe that financial education is a powerful tool for organizational success and social change. Workshop clients include cooperatives, nonprofits, businesses, fellowship cohorts, and organizing and capacity-building groups. Learn more about workshop offerings for groups at this link.
Please Note: ABC is only taking on remote work for the duration of the Covid-19 crisis. Coop workers do not travel for work, and all client engagements are 100% online.