Only with financial clarity, can sound decisions be made.
Lisa S Gertsch LLC specializes in the nonprofit sector. We are committed to using our knowledge to provide organizations with useful financial data. Collectively we pool our experiences in auditing, internal control processes, information technology and general ledger accounting to provide a wealth of knowledge and support.
Our Goals for You
Ideally, we’d like to make you self sufficient—or close!
- After we make sure your accounting structure is informative and sustainable, we can train one of your staff to record the transactions, and then we’ll routinely review and analyze to make sure everything is on track.
But if you’d like us to handle everything, that’s fine too.
- We can maintain your accounting information on an ongoing basis either in-house, or remotely.
We’re also here to handle any other routine or non-routine financial needs. We can set-up the level of services you need.
Common nonprofit accounting missteps:
- Not properly tracking the spending of your restricted funding
- Unable to quickly get accurate financial information
- Not allocating overhead or shared expenses appropriately
- Using QuickBooks as merely a check register instead of a multi-faceted reporting tool
- Not being able to forecast your cash balance
- Not understanding the Form 990's uses as a marketing tool
Lisa S. Gertsch LLC can remedy all of the above.
Services at a Glance
QuickBooks
set-up/restructuring
Whether you use the desktop version, or online, we can handle the initial set-up, or adjust what you have so that it provides you with the day-to-day information you need, while also making it pliable to compliance requirements you may have.
Compliance
required FILINGs
We can prepare and file your annual Form 990, as well as your annual payroll and vendor filings. We’re experienced in government grant reporting as well.
Bookkeeping
TAILORED FOR YOU
We can train one of your staff to record transactions, or we can do your bookkeeping ourselves. Either way, we’ll make sure your transactions are entered and allocated accurately.
Auditing
audit PREPARATION
Our years of audit experience make our assistance with your “prepared by client” schedules invaluable. We can get you ready quickly.
Analysis
unlimited analysis possibilities
The most important tool for a nonprofit is forecasting the cash balance. We can set up that, and provide other analysis you may need.
Development
grant applications and reporting
Each foundation’s reporting requirements are a little different, and we’re experienced is making sure you supply the requested data so that those grantors keep funding your mission.
“I provide organizations with the financial information they need to become self-sufficient and sustainable.”