Treasury Services for Non-Profits

We offer outsourced Treasury functions so that your organization can focus on growth and sustainability.

 

The Treasurer services we offer include:

  • Reviewing bookkeeping entries for accuracy especially donations being assigned to proper categories

  • Present reports to governing bodies

  • Review bank reconciliations and sign off

  • Ensuring 1099’s and W2’s are prepared and sent out in a timely manner

  • Review payroll practices and assist in obtaining outside vendors as required

  • Review insurance coverage including property and workman’s compensation

  • Ensure timely payments of accounts payable

  • Recognize changes occurring with your congregation and making recommendations on how to address them

  • Prepare reports for governing bodies

We can provide many of these services remotely.

 

Copyright 2021 Your Portable CFO

267-474-1868  •  Frank@YourPortableCFO.com

PO Box 3284 • Warminster PA 18974

Powered By: Peregrine Associates