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Last Updated June 1, 2026
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There are a number of things that can be done to keep fees down and we’re here to help you identify them. Below are just a few things to consider. - Organized books save time with year-end tax preparation and audit/review (if applicable). - Link Bank accounts to QB – saves time manually entering transactions. - Create and send invoices to clients in QB automatically (memorized transactions). This works the same with automatic payables. - Assist with creating a budget – shows a complete picture of finances to see where you can save costs. Accurate reporting shows where funds are spent so you can cut unnecessary costs. - Secure electronic file transfers – send files electronically, so you do not have to mail documents, or drop them off. - Class reporting – specific to non-profits having to report expenses to grantors. - Maintain employee wage records needed for WC audit