“Don’t sit down and wait for the opportunities to come. Get up and make them.”
-Madam C.J. Walker
OUR SERVICES
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.
Bookkeeping
Services
We'll keep your books clean,
up-to-date, organized and
ready for tax season.
All Packages Include:
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QuickBooks Online subscription
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Integration of your bookkeeping system with other software to increase efficiency
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Recording & proper classification of transactions
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Monthly account reconciliation
(bank, credit cards, and other loans)
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Monthly financial statements
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Monthly video/phone conference consultation (up to 1 hour)
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Receipt management
QuickBooks 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.
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QuickBooks Online set-up
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Historical clean-up & correction
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Catch up of overdue bookkeeping
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QuickBooks consulting & training
Additional
Services
We offer more than just standard bookkeeping services. From payroll assistance to budgeting and more, we've got you covered.
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Assisted Payroll
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Invoicing & accounts receivable management
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Bill Pay & accounts payable management
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Budgeting and Benchmarking
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1099 analysis and filing
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Sales tax filing
“I will work until every penny is balanced.”
Lisa A Lewis, founder of Money Matters LLC
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 antiquing and spending time with their rescue cats, pigs, chickens, and growing puppy at their country home in Stanly County, NC.