ABC takes care of your books so you can focus on what you do best.
Get support on your financial systems questions.
Workshops & Trainings
Empowering financial literacy education for individuals & groups.
Solidarity rates may be available. Please get in touch with us to find out more.
Initial Assessment $295
All bookkeeping clients start with an Initial Assessment.
In this assessment, we’ll get an in depth sense of your current bookkeeping practices and needs. From there we will create a plan for tasks and responsibilities and move to systems creation, books cleanup, consultations, ongoing bookkeeping services and/or referrals. Initial Assessments are conducted via telephone/conference call or in person at our office.
Set Up Package $650
Set up file (on GnuCash, QuickBooks Online, QuickBooks desktop for Mac/PC or Xero)
Configure chart of accounts
Beginning balances for balance sheet accounts
Set up bank feeds and credit cards
Bookkeeping Services $95/hr
$380/month retainer for up to 4 hours of bookkeeping; $95/hr beyond that
Input all transactions for bank accounts and/or credit card accounts
Reconcile accounts and /or credit card accounts
Provide Balance Sheet, Profit & Loss and any other reports needed
Journal entries (accruals, deferrals, AJEs, etc)
Running and recording payroll (outsourced)
Record keeping and filing
Full Service Books Cleanup $5,500 per tax year
Prepare your books on time and properly before sending them to an Accountant or tax professional.
Professional assessment of accounting file
Reconcile bank/credit card accounts and correct entries
ABC can work with you to develop your systems and help your organization run more smoothly and effectively. Get in touch for specific bookkeeping questions or larger assessment and overhaul projects!
Sole Proprietor Consultation $275
1 hour phone call and handouts
Recordkeeping to make your life easier come tax time
The basics of a sole proprietor tax return
The ins and outs of business income and expenses
Customized Trainings $275/hr
Targeted trainings on topics from how to use your accounting software to budgeting for your values to understanding financial statements. We´ll work with you to build your group´s skills around Finance. Workshop rate is for prep + delivery.
Financial Literacy Intensive
Join us for a day of engaging activities where you will explore and (re)define success, financial priorities, and how your values fit into your organization's financial statements. In the morning session, we will focus on increasing a) your financial literacy skills and b) engagement in financial decisions by going over four basic financial reports: Profit & Loss, Balance Sheet, Budget, and Cash Flow Projections. You will leave with a better understanding of how to create and read these reports and use them to answer your most common fiscally-oriented questions.
In the afternoon session, we will form small groups in a simulation exercise. With the guidance of facilitators, you will learn how to create and share your own Profit & Loss, Balance Sheet, Budget, and Cash Flow Statements together with your fellow participants. We will also have lots of fun sharing creative ways to better engage your other teammates in reading financial reports.
Understanding Coop Finances
3 hour workshop
We will go over the basics of cooperative finances including defining terms, going over basic bookkeeping and how to read different financial statements. This is great grounding for new cooperatives and for already operating cooperatives looking to build financial literacy among all membership.
Solidarity Financial Assessment for Black-led groups
This is a pay-what-you-can, sliding scale offering for Black-led groups ($0-295).
Whether you’ve had a sudden influx of donations or an abrupt drop in income, if you’re wondering, ‘where are we?’ and want to get a handle on your current resources in order to make decisions with intention right now, this if for you.
How it works:You send us the financial information you’re working with (e.g. bank statements, budgets, spreadsheets, accounting software).
We’ll review the materials and have a 1 hour virtual meeting to overview your situation and dig into your questions.
Afterwards, we’ll send a deliverable that outlines some recommendations that you can use as a guide for next moves.
At our current capacity, we are able to offer four assessment spots per month. Fill out our contact form to get in touch: https://bookkeeping.coop/contact/