Keith Clark-Hoyos brings more than a decade of accounting expertise and CFO Level accounting practice. Keith served as the Chief Financial and Operations officer of a medium sized nonprofit in Southern California for eight years and has built a business of serving small organizations with accounting, consulting and coaching. He has served as Treasurer for several nonprofit organizations, chaired finance and audit committees click here, and has consulted with many organizations around finance and governance. He is a Certified Public Bookkeeper, a Certified Quickbooks Advisor and a Registered Tax Preparer.
Accounting Services:
Receive CFO level accounting that includes bookkeeping level services. Clark-Hoyos Bookkeeping is familiar with and continues to receive training in GAAP and will ensure your accounting system meets GAAP standards and that your internal financial controls provide a protected environment that your auditing firm will appreciate. We specialize in nonprofit and small business accounting.
- Accounts Payable Process
- Accounts Receivable Process
- Calculation of all revenue expenses by accounting category based on client’s standards.
- Maintenance and processing of payroll and reporting of applicable tax and other deductibles.
- Maintenance of all accounting records and financial statements.
- Tax reprting & returns.
- Staffing of annual audit.
- Timely financial, investment and risk assessment reports.
Financial Analysis:
Clark-Hoyos Bookkeeping brings a breadth of experience to provide your organization mission oriented service, financial savvy, and strategic partnership to allow your organization to live into its destiny.
- Customized dashboards.
- Standard Accounting Ratio Reporting
- Executive Summary of Financial Reporting.
- Days Cash On-Hand reporting.
- Financial forecasting/budgeting.
- Risk Management/Assessment.
- Cash Management.
Consultation:
Clark-Hoyos Bookkeeping provides you with executive level service, collaborating with you in planning, forecasting and problem solving. As a member of your team, we bring you the skills of integration, organizational leadership, strategic planning, performance optimization, best practice, benchmarking and consensus building.
Accounting Service Packages
Small Organization CFO Package
Have an expert maintaining your financial system, providing you accurate financial statements, and meeting with you quarterly to help you maintain your financial health. Ensure your organizational leadership understands their role as a governing body . Receive coaching on the development of individualized financial controls and procedures that safeguard your resources. Receive expert analysis of your budget and have help just a phone call away.
- Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements.
- Maintain accounting, recording all transaction, reconciling bank accounts, and providing contribution receipts to donors.
- Tax reporting.
- Provide governance training seminar for governing body.
- Provide fraud prevention seminar for leadership.
- Customized financial policies & procedures coaching.
- Review and assist with classification of employees vs. independent contractors.
- Quarterly video-conference to review financials, fund raising efforts, and operational issues. The objective of these meetings will be to identify areas that need attention and develop action plans designed to strengthen the organization.
- Review and make recommendations regarding organization’s annual budget.
- Telephone hot line – Contact us with your questions regarding finance, administration, or governance questions.
- Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements.
- Maintain accounting, recording all transaction, reconciling bank accounts, and providing contribution receipts to donors.
- tax reporting.
- Provide governance training seminar for governing body.
- Review and assist with classification of employees vs. independent contractors.
- Quarterly video-conference to review financials, fund raising efforts, and operational issues. The objective of these meetings will be to identify areas that need attention and develop action plans designed to strengthen the organization.
- Review and make recommendations regarding organization’s annual budget.
- Telephone hot line – contact us with your questions regarding finance, administration, or governance questions.
Small Organization Financial Advisor Package
Have an expert review your financial system monthly and prepare your statements for you. Receive quarterly analysis and help in developing action plans to maximize your potential. Receive expert analysis of your budget and have help just a phone call away.
- Prepare monthly financial statements, including income statement with comparisons to budget and prior year, balance sheet, and cash flow statements.
- Quarterly video-conference to review financials, fund raising efforts, and operational issues. The objective of these meetings will be to identify areas that need attention and develop action plans designed to strengthen the organization.
- Provide governance training seminar for governing body.
- Review and assist with classification of employees vs. independent contractors.
- Review and make recommendations regarding organization’s annual budget.
- Telephone hot line – contact us with your questions regarding finance, administration, or governance questions.