Hi there,
Our previous Executive Director was a CPA and handled all financials except for the 990. Our 990 has always been prepared with a local tax firm that has graciously donated that service year after year. I would highly suggest getting this service donated if possible, but obviously requires a good personal relationship/connection to someone qualified to do that task.
When I took the reins a year and half ago; we contracted with a local accounting practice for general book keeping (Quickbooks) and what was great was there was a sort of 'menu' to chose from with this smaller and local agency. For X service = $/month, for this service plus X = $ per month and so on.
For our staff structure and skill set of the Board of Directors- it made sense to hire a book keeper, reconcile monthly expenses, run monthly reports, etc. and then other aspects we were able to keep in house to fit our capacity and budget.
I'm not sure what- if any- help this might be, but I responded because I remember our organization being in that same spot two years ago.
Best of luck.
Keep riding and keep it fun, Daniel
*Daniel Byrd* Executive Director Kids on Bikes 719-355-3573 daniel@kidsonbikes.net http://www.kidsonbikes.netwww.kidsonbikes.net
On Thu, Mar 1, 2018 at 1:23 PM, Sterling Stone < sterlingstone@gearinupbicycles.org> wrote:
Hello there all,
I am seeking some assistance in making a decision. For the Past 5 years, we have handled all financial matters in house with our board members. Payroll, accounting, and end of year reporting (990's) are the primary fun tasks that I am looking to outsource for a no-to-low cost. Does anyone have any experience with any companies (Paychex, ADP, etc) that they would be willing to share, or any suggestions?
Thanks,
Sterling
-- Sterling-A. Stone Executive Director Gearin' Up Bicycles 314 Randolph Pl., NE Washington, DC, 20002 202-780-5174 <(202)%20780-5174> - Shop 202-487-0179 <(202)%20487-0179> - Cell SterlingStone@gearinupbicycles.org
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