Focus on growing your business again.

 

Our Services

We are industry experts in quick and stress-free solutions for all your financial and accounting needs. With a team of accountants just a phone call away, we proudly provide:

 

    • Chart of accounts setup

    • Cleanup of books

    • Transaction coding

    • Grant tracking

    • Bank reconciliation

    • Accrual & cash based financial statements

    • Balance sheet

    • Income statement

    • Cash flow statement

    • Insightful analysis

    • Payroll setup

    • Payroll processing

    • Paystub distribution

    • Benefit tracking

    • Payroll tax filing

    • W2 & W3 processing

    • Create customer invoices

    • Process customer payments

    • Maintain account balances

    • Prepare A/R aging reports

    • Process vendor invoices

    • Prepare vendor checks

    • Process vendor direct deposits

    • Prepare A/P aging reports

    • Main vendor accounts

    • Schedule preparation

    • Document organization

    • Auditor collaboration

    • Post adjusting entries

    • State of Washington excise taxes

    • City excise taxes

    • 990 tax postcard (for non-profits with under $50K in revenue)

    • Operational budgets

    • Grant budgets

    • Program budgets

    • Budget to actual reporting

    • Track expenses

    • Track income

    • Reporting

    • Review contracts

    • Invoicing

    • Restricted funds tracking

    • Personalized service

    • Long-term relationship building

    • Understands your grants & programs

    • Accessible & responsive

    • Supports your mission

 

Always Safe & Secure

We help protect your sensitive data against brute force attacks, ransomware, malware and data breaches. Our leading accounting and productivity software is hosted securely in the cloud with bank-level encryption.

Your McBooks bookkeepers are regularly trained on methods to safeguard your financial data, so your company finances are always in safe hands.

Things We’ll Need From You

  • Receipts

    Collect all expense receipts and prepare to scan in to us via Canopy.

  • Chart of Account Coding

    According to the agreed upon COA, write the appropriate code for each expense on the receipt before uploading.

  • Login Credentials

    Save time by giving your accountant direct access to your online portals.

  • Invoices

    Provide either the details needed to invoice on your behalf or share the copies of invoices distributed throughout the month.

  • Grant Award Letters

    Have you received any grants? Yay! Send us a copy of your award letter and anticipated payment schedule.

  • On Time Submission

    Submit your documentation according to our mutually agreed-upon annual calendar. Stay up to date by completing requests in your Canopy To Do List, each of which indicates the due dates needed for on-time financials.

Industries Represented

    • Global health

    • Non-profit assistance

    • Aromatherapy

    • Small businesses in South Seattle

    • Midwives

    • Foster care

    • Environment

    • Veterinarian technicians

    • Civic engagement

    • Funeral service providers in Washington

    • Mental health

    • Arts

    • Cooperative preschool

    • Day care

    • Drug rehabilitation center

    • Juvenile crime prevention

    • Interracial focus groups

    • Senior center

    • Volunteer fire rescue

    • Women's health care

    • Foreign exchange program

    • Domestic violence counseling & aid

    • Neighborhood community centers

    • Food assistance program

    • Art therapy

    • Student cycling program

    • Transgender awareness & support group

    • P-patch fiscal sponsor

    • Public access radio & television

    • Homeless women's shelter

    • Spay & neuter clinic

    • Animal sanctuary

    • Elementary school tutoring

    • Latino film festival

    • Churches

    • Fundraising for schools in foreign countries

    • Fundraising for high school scholarships

    • Fundraising for American Indian groups

    • Fundraising for children's programs

    • Fundraising for Somali immigrant community

    • Fundraising for mental illness research

    • Fundraising for various social service organizations

    • Advocates for youth voting

    • Advocates for women voting

    • Advocates for city businesses

    • Advocates for environmental awareness

    • Advocates for rights of previously incarcerated individuals

    • Advocates for public transportation

    • Advocates for transportation for disabled

    • Advocates for girls in sports

    • Advocates for abortion rights

    • Restaurants

    • Plumbing services

    • Auto mechanical services

    • Painting services

    • Security

    • Legal services

    • Art appraisal services

    • Fly fishing travel group & retail store

    • Blockchain sales

    • Botanical retail store

    • Transportation services

Ready to get started? Let’s schedule a chat!

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