Home / Services / Priority Monthly Bookkeeping
For churches and non-profits
Cash or accrual bookkeeping closed by the 10th, with weekly accounts payable, custom board reporting and audit assistance built in.
Overview
Priority is the tier most churches and non-profits land on, because it is the point where the books stop being a compliance chore and start being useful. The month closes by the 10th rather than the 25th, which means your finance team is discussing last month while it still matters.
The reporting is where the difference shows. Alongside the Balance Sheet and Budget vs. Actual you get custom department reports, cash flow statements, A/P detail and board reports formatted for the people who have to make decisions from them. Accounts payable moves to weekly, accounts receivable tracking covers up to five invoices a month, and document storage keeps bank statements, invoices and receipts where an auditor can find them.
Audit and review assistance is included from this tier up. That means working directly with your auditors and providing the financial data they request. We do not conduct the audit or review, and no bookkeeper should.
What’s included
Weekly accounts payable processing and a month-end close early enough that the numbers still inform decisions.
Department reports, cash flow statements, A/P detail and board packets, on top of the standard statements.
Your auditors get the data they ask for, from someone who has prepared for the questions before.
Unlimited restricted and designated funds, plus help with external reporting and grant applications.
Keep exploring
If this is not quite the fit, one of these usually is.
Cash-basis monthly bookkeeping closed by the 25th, built for smaller churches and non-profits.
Learn moreEverything in Priority, plus budgeting, forecasting, internal controls and a monthly call.
Learn moreFor businesses under $250,000 in revenue, closed by the 20th on a cash basis.
Learn moreCommon questions
Next step
