Bookkeeping Basics
full-service bookkeeping
The skilled bookkeepers of Key Figures can take care of all aspects of financial management. From bank reconciliations and classifying transactions to tax readiness and financial statements, we make sure you have the information and time you need to focus on what really matters to you.
Invoicing and Bill Payment Management
Our accounts receivable and accounts payable systems enable you to always know who owes you money and what payments you have coming up. We facilitate effective communication with your customers and vendors, and can manage collections and payments, so everyone is paid on time.
Payroll services
Whether you have one employee or dozens, we have a payroll solution to meet your needs. Our professional payroll services take the worry out of payroll tax payments and filings, guarantee your staff are paid on time with ease, and ensure effective maintenance of your employee records.
Bookkeeping training & Support
We teach you and your staff how to take control of your finances and business. We stay with you through the long haul and will be there to handle things as they come up and meet the challenges and changes as your business grows.
Effective Systems
SYsteM Design & Implementation
We work with you to create customized, sustainable, and effective workflows for managing your financial data and administrative activities. From simple record keeping to controlling complex organizations, we build solutions tailored to meet today’s needs, and flexible enough to grow into tomorrow’s.
EFFICIENCY and e-platform integration
Many of today’s business applications are designed to work together, streamlining time consuming and often redundant data entry procedures. Whether you need your CRM data to translate into sales data, or your timesheets transformed into payroll, we can identify and implement the best integrations for you.
Inventory Valuation & COGS Tracking
Whether you are buying and selling products at a markup, or running a sophisticated manufacturing operation, an accurate understanding of your inventory value and true cost of goods sold enables you to make the best pricing and purchasing decisions. Our use of COGS calculation and inventory tracking systems get you there.
GRANT MANAGEMENT
Ensure effective management of restricted and conditional grants with systems designed to streamline reporting and payment requests, along with clarifying your outstanding obligations to your fund providers. Our approach sheds light on how restricted and unrestricted funds are deployed to meet your mission and build organizational sustainability.
Financial Advisory
Budget & Cash flow forecasting
Our use of custom-built budgeting tools enable you to plan for the near future, measure progress toward goals, and effectively manage organizational performance. We can facilitate your budgeting process, provide multiple scenario analysis, streamline regular budget reporting and cash flow projections, giving you the information you need to identify and respond to both problems and opportunities.
Dashboards & Metrics
Focus on the factors that drive your organization’s success with custom dashboards and metrics tailored to your operations, your industry, and your strategic goals. Integrate financial and operational data to succinctly track where your organization or business is now, and where it is heading.
Financial Policies
Ensure solid financial management practices and promote financial stability and transparency with financial policies tailored to your needs. We’ll work with you to identify your policy needs around internal controls, asset management, risk management, cash handling, spending authority, and financial record-keeping. We’ll collaborate with you to design right-sized financial policies to address those needs, and provide a policy handbook clearly documenting these critical decisions.
Co-op Conversions
As your business moves through the process of converting to a cooperative structure, consult with experts in cooperative finance who have been through the process themselves. We provide consultation and review of documents and how they will impact your business’ financial operations, tax impacts, and cooperative governance, as well as review of the financial information underlying buy-out negotiations.
Patronage
We offer expert consultation services to support cooperatives in making informed patronage decisions. Our team works with boards and leadership to develop tailored patronage policies, provide guidance on board decision-making, and create practical tools to implement policies and manage payout schedules—especially when a portion of patronage is retained. We also advise on related accounting practices and assist in developing both qualified and non-qualified written notices of allocation. Whether you're establishing a new patronage system or refining an existing one, we’re here to help you create an approach that is fair, compliant, and effective.
To request information about our Bookkeeping or Consulting Services click here.
Tax Preparation & Compliance
TAX PREPARATION & CONSULTING
Let our skilled tax team take the stress out of tax time. We offer tax preparation and consulting services for businesses and non-profits - including Multi-MemberLLCs, Corporations, Non-Profit Organizations and Cooperative Associations. You can trust us to work with you as part of your team, talking in a language you understand.
COMPLIANCE ASSISTANCE FOR ALL BUSINESSES & ORGANIZATIONS
From 1099s to State Franchise Tax, we will enable you to stay aware of the licenses and tax filings required of your organization or business to stay in compliance with federal, state, county, and local regulations.
To obtain a personalized Tax Quote click here.
