If you are interested in learning more, please use the form below. I usually respond within one or two days. My first step will be to schedule a video call. At this point I can learn more about you, your organization, and what you are looking for.  When you email, please include general information about your organization. Please include: 

Time Zone

If nonprofit, EIN and  501(c) designation

If the organization had a prior bookkeeper: if everything is in spreadsheets or if the previous treasurer was doing their own thing

How far back (if at all) we need to backtrack

Anything else you feel is necessary

My goal is to provide a good faith estimate during or shortly after the video call. An organization that just filed the 990EZ for the first time will have different bookkeeping needs than a multi-chapter organization. These are things I can determine with the above information.