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
www.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


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