Specialized Services for Complex Financial Needs
We focus on three specific areas where businesses often need particular expertise. Each service addresses distinct challenges with tailored solutions.
Return HomeFinding the Right Fit for Your Situation
Rather than offering general bookkeeping for everyone, we've developed deep expertise in specific complexity areas. This focused approach means we can handle nuanced situations that generalists find challenging.
Each service below addresses a particular type of financial management challenge. Review them to see which aligns with your current needs, or reach out to discuss which might serve you effectively.
Multi-Currency Bookkeeping
When your business operates across different currencies, tracking becomes complex quickly. Exchange rate fluctuations, conversion documentation, and consolidated reporting create layers of difficulty.
We manage financial records for businesses with international operations, handling currency conversions and exchange rate tracking with clarity. Your records maintain information about original transaction currencies while presenting consolidated views that support decision-making.
Who This Serves
- Organizations with clients or suppliers in multiple countries
- Businesses managing revenue or expenses in foreign currencies
- Companies needing regional performance visibility alongside consolidated reporting
- Organizations where exchange gains and losses need proper recognition
Ongoing service with consistent monthly support
Grant Financial Management
Grant funding brings specific tracking and reporting requirements. Different grantors have different rules about allowable expenses, documentation standards, and reporting formats.
We provide specialized tracking and reporting for grant-funded activities and programs. We maintain records according to grantor requirements, including restricted fund accounting where needed, and ensure appropriate documentation for compliance.
Who This Serves
- Organizations managing multiple grants with different requirements
- Nonprofits and research institutions with funding from various sources
- Programs needing budget-to-actual reporting for funders
- Entities facing audit requirements for grant compliance
Ongoing service with consistent monthly support
Financial Process Documentation
When financial procedures exist only in people's heads, organizations become vulnerable. Knowledge loss happens during transitions, and training new team members becomes difficult without clear guidelines.
We create clear written procedures for your organization's financial operations. We observe and document current practices, then develop written guides that capture institutional knowledge and support consistency across your team.
Who This Serves
- Growing organizations needing to formalize undocumented processes
- Businesses dependent on key individuals for financial knowledge
- Companies wanting to support cross-training and staff transitions
- Organizations preparing for audits or quality reviews
One-time project with deliverable documentation package
Service Comparison
Each service addresses different needs. This overview helps clarify which might fit your situation.
| Feature | Multi-Currency | Grant Management | Process Documentation |
|---|---|---|---|
| Service Type | Ongoing Monthly | Ongoing Monthly | One-Time Project |
| Investment | $950/month | $1,200/month | $2,200 |
| Primary Focus | International operations | Grant compliance | Knowledge capture |
| Best For | Multi-country businesses | Funded organizations | Growing companies |
| Timeline | 3-4 weeks setup | 4-5 weeks setup | 6-8 weeks completion |
Not Sure Which Service Fits?
Many organizations have needs that span multiple areas, or situations that don't fit neatly into one category. That's completely normal.
Let's Have a Conversation
The best way to determine the right approach is to discuss your specific situation. We can explore which services would serve you well, whether you might benefit from combining approaches, or if something entirely different would work better.
This initial conversation carries no obligation. It's simply an opportunity to understand your needs and see whether we're a good fit for working together.
Common Questions About Our Services
Can services be combined?
Yes. Many clients use multiple services. For example, an organization might need both multi-currency bookkeeping and grant management. We design integrated approaches that handle overlapping requirements efficiently.
What if my needs change over time?
Services can be adjusted as your situation evolves. Organizations often start with one service and add others as needs develop. We're accustomed to adapting our work to match changing circumstances.
How do you handle transitions?
We invest time in understanding your existing systems before making changes. Transitions happen gradually to maintain continuity. Documentation ensures that processes remain clear regardless of personnel changes.
What software do you work with?
We're experienced with most common accounting platforms and can work with your existing systems. If you're considering a change, we can advise on options that would serve your specific needs effectively.
Ready to Explore How We Can Help?
Whether you know exactly which service you need or you'd like to discuss your situation to determine the right approach, we're here to help.
Start a Conversation