“Don’t sit down and wait for the opportunities to come. Get up and make them.”
-Madam C.J. Walker
We understand the day-to-day operations of nonprofits and small businesses and will customize a package that’s just right for you. We will make sure you understand cash flow and where your organization stands financially.
We'll keep your books clean,
up-to-date, organized and
ready for tax season.
All Packages Include:
QuickBooks Online or Xero subscription
Integration of your bookkeeping system with other software to increase efficiency
Recording & proper classification of transactions
Monthly account reconciliation
(bank, credit cards, and other loans)
Monthly financial statements
Monthly video/phone conference consultation (up to 1 hour)
QuickBooks or Xero Support Services
Navigating your software is essential. We'll make sure you have the support you need. We can also help you get caught up on overdue bookkeeping tasks or corrections.
QuickBooks or Xero online set-up
Historical clean-up & correction
Catch up of overdue bookkeeping
QuickBooks or Xero consulting & training
We offer more than just standard bookkeeping services. From payroll assistance to budgeting and more, we've got you covered.
Invoicing & accounts receivable management
Bill Pay & accounts payable management
Budgeting and Benchmarking
1099 analysis and filing
Sales tax filing
When it comes to helping nonprofits and small business owners with their bookkeeping, it’s hard to find the dedication and expertise that Lisa A Lewis brings to the table. With a degree in accounting and nearly two decades of experience working with various industries, Lisa A has helped dozens of nonprofits and businesses get their bookkeeping back on track and organized. Her clients have also gained a much better understanding of where they stand financially. Accessibility is very important and Lisa A takes the time to be available whenever her clients need help.
Working hard for her clients is what Lisa A likes best in life. When she does take a break, she and her husband enjoy remodeling their home in the country and antiquing. Recently, they adopted two kittens that definitely keep them on their toes!
“I will work until every penny is balanced.”
Lisa A Lewis, founder of Money Matters LLC
Get Back To Business,
NOT Your Bookkeeping
We are on a mission to empower you, whether you are a nonprofit or small business. We’ll clean up, catch up and maintain your books to put you in control of your finances. We’ll help you look at the bigger picture in order to make sound financial decisions.
Lisa A Lewis is a superb and friendly bookkeeper. I am a founder and treasurer of a non-profit choral group. Lisa A has been a crucial factor in our ability to get on track and operate successfully. When she took over our books I have to say they were a mess, and she worked with me closely to reorganize our CoA and sort out a myriad of details. Working with her has been an educational and very cordial experience.
— John S. —
Secretary/Treasurer, Schiller Institute NYC Chorus