Breathe LLC
ACCOUNTING SERVICES
FOR NONPROFITS + SMALL BUSINESSES

Services

I’m your partner, and I’m here to help you – to take a breath – to keep your focus on what it is that you do best.

I create and maintain and help troubleshoot accounting systems and support the internal management reporting process. I crunch numbers, yes…but I also understand what they mean.

It’s insight. It’s trust. It’s digging deep.

Running a small business or non-profit can be overwhelming and scary, but having an organized, carefully planned accounting process will save you time, money, and stress.

The short of it: Let me help manage the “business end” of your business, so you can take a deep breath and get back to what it is that lights you up.

Start-Up

ACCOUNTING

  • Business set-up in accounting platform
  • 1st time chart of account creation

LICENSING + INSURANCE

  • State + city business license assistance
  • Federal EIN application
  • Coordination of insurance with broker

PAYROLL

  • Set-up of city/state accounts for payroll
  • Communication with payroll provider
Established

ACCOUNTING

  • Multi-year catch-up accounting
  • Project/Fund accounting
  • General ledger management

MONTH + YEAR-END

  • Bank and liability reconciliations + oversight
  • Inventory + asset reconciliations
  • Adjusting entries
  • Month + Year-end close
  • Internal management reporting (scheduled + ad-hoc)
  • Preparation/submission of 1096/1099s

PAYROLL

  • Assistance with Workers’ Comp audit(s)
  • Communication with payroll provider
  • Payroll journal entries

DATA MANAGEMENT + CONVERSION PROJECTS

  • Data conversions (e.g. desktop to cloud)
  • Database management, migration + entry
Non-Profit

ACCOUNTING

  • Grant/fund accounting
  • Accrual accounting
  • Multi-year catch-up accounting
  • General ledger management

MONTH + YEAR-END

  • Bank and liability reconciliations + oversight
  • Inventory + asset reconciliations
  • Adjusting entries
  • Month + Year-end close
  • Internal management reporting (scheduled + ad-hoc)
  • Preparation/submission of 1096/1099s
  • Auditor liaison

PAYROLL

  • Assistance with Workers’ Comp audit(s)
  • Communication with payroll provider
  • Payroll journal entries

DATA MANAGEMENT + CONVERSION PROJECTS

  • Data conversions (e.g. desktop to cloud)
  • Database management, migration + entry

“There is a difference between listening and waiting for your turn to speak.”
—Simon Sinek