MUST HAVE REFERENCE GUIDE

Site Map or Site Search

CHURCH ACCOUNTING PACKAGE

Bookkeeping Packages

Below is a list of our bookkeeping packages, but first let me share with you that we here at Vickey's Bookkeeping Services operate a little differently than traditional bookkeeping firms. 

We believe that our relationship with you is just as important as your financial data.

We are passionate about our clients and strive to set up and maintain an accounting system that will enable you and your governing body to make sound and informed financial decisions. Also, please note that we specialize in cloud based accounting systems, specifically QuickBooks Online and Aplos.  

Below is an example of our different levels of bookkeeping packages...

NOTE: We would love to work with you! However, we need you to know that we specialize and work exclusively in QuickBook Online and Aplos accounting software. If you are already set up or would consider using one of those accounting systems, then please read on and contact us about our services!

Team Bookkeeper Level

We come alongside of you with this bookkeeping package!

  • Are you unsure if you are assigning all transactions correctly?
  • Have some "uncleared" transactions sitting in your bank reconciliation window each month?
  • Would like to have an accountant looking at your bookkeeping each month and instructing you how to correct anything that needed to be fixed?

With this service we will using the same checklist we use to check our own bookkeeping each month to check your prior month's bookkeeping. 

PLUS...

We will

  • reconcile all your accounts 
  • generate monthly, quarterly, and annual *basic financial Statements
  • provide you with a secure dedicated Sharefile folder to share and store documents
  • guarantee​ our services

Optional Add Ons:​

  • Payroll Package
  • 1099 Process/File

*Basic reports include: Transaction Detail by Account, Statement of Activity, Balance Sheet, and Statement of Cash Flow

**DIY Training package outline below is a pre-requisite for this level

Outsourced Bookkeeper Level

With this bookkeeping package we do it together in real time!

We provide all of the services listed above in the Team Bookkeeper package

PLUS...

We will

  • record deposits and reconcile with your donation tracking software
  • ​record expenses
  • process receipts weekly​
  • create journal entries when required
  • customize up to 3 reports in addition to the basic reports in the Team Bookkeeper level
  • process and manage Payroll (direct deposit)
  • process and file quarterly 941s and W-2/W-3s
  • provide an employee portal for pay stubs and W-2s
  • process and file up to 5 1099s (additional 1099s processed/filed for $25 each) 
  • provide unlimited email support

NOTE: Inputting historical data is not included in this level but may be purchased as another engagement.

Inclusive Bookkeeper Level

We support your growth with this bookkeeping package!

We provide all of the services listed above in the Team Bookkeeper AND Outsourced Bookkeeper packages.

PLUS...

We will

  • record your donations in your donation tracking software
  • process your annual contribution statements 
  • create and customize unlimited financial reports
  • process and file up to 10 1099s (additional 1099s processed/filed for $25 each) 

NOTE: Inputting historical data is not included in this level but may be purchased as another engagement.

NOTICE: We are at capacity right now and cannot take on new clients until I can hire more staff. You can still use the contact button below and I can send you a referral to other bookkeeping firms that I personally know work with church and nonprofits. We will take this notice down as soon as we are able to take on more clients, but we treat our clients as family and friends and will not take on more than we cannot personally give each one the individual attention each one deserves. Thank you for understanding.





*DIY Training Package

This Do-it-yourselfer package is a great option for those who want to handle the books themselves, while still getting a good deal with some guidance on setting up and using Aplos or QuickBooks Online effectively for a church or nonprofit.

The package includes: 

- Initial file set up (or set up review) and 1 to 2 hour consultation to ensure you are off to a good start

- Unlimited access to all resources you will need for training on a dedicated page with password access INCLUDING all of my digital ebooks and spreadsheets sold on this site 

-  A 1 to 2 hour follow up consultation to ensure you are on the right track and answer any questions you may have 

- A final one-hour follow up consultation to ensure you continue on the right track and answer and questions you may have



NOTICE: We are at capacity right now and cannot take on new clients until I can hire more staff. You can still use the contact button below and I can send you a referral to other bookkeeping firms that I personally know work with church and nonprofits. We will take this notice down as soon as we are able to take on more clients, but we treat our clients as family and friends and will not take on more than we cannot personally give each one the individual attention each one deserves. Thank you for understanding.





Enjoy this page? Please pay it forward. Here's how...

Would you prefer to share this page with others by linking to it?

  1. Click on the HTML link code below.
  2. Copy and paste it, adding a note of your own, into your blog, a Web page, forums, a blog comment, your Facebook account, or anywhere that someone would find this page valuable.