Wisteria Co.
Work with Us
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BASIC BOOKKEEPING
Month to Month - No Commitment!
Ideal for small businesses seeking temporary or day to day support.
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Compliance Guidance
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Accounts Payables / Accounts Receivable
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GL Management
ESSENTIAL
SERVICES
BOOKKEEPING PLUS+
Minimum 3 Month Commitment
Ideal for expanding businesses seeking support.
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"Basic Bookkeeping" Package
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Monthly Reconciliations
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Standard Financial Analysis Reports
Systems & Technical Tools
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Microsoft Power BI
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Excel Reporting & Analysis
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SharePoint
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Oracle
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QuickBooks
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Sage100
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Bill.com
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Microsoft Dynamics 365
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Salesforce
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Financial Workflow Documentation
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Data Visualization
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Reporting Process Improvement
Grow Your Vision
DASHBOARD & REPORTING
Minimum 6-month commitment
Transform operational and financial data into clear, actionable reporting tools.
Services include:
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Expense and reimbursement tracking dashboards
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Grant and program expenditure reporting
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Budget forecasting support tools
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Workflow and operational reporting visuals
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KPI and financial trend visualization
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Excel reporting optimization
Currently expanding technical reporting expertise through the Microsoft Power BI Data Analyst training program in preparation for the PL-300 certification exam.
PREMIUM
SERVICES
ADDITONAL SERVICES
Ideal for expanding businesses seeking support
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Historical System Clean Up
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Financial Operations Coaching
DISCLAIMER: Experience supporting grant-funded financial operations, reporting systems, and workflow optimization across nonprofit and operational finance environments.
Its Never Too Early or Late to Improve the Health of Your Business.
Engagement of Services
Wisteria Co. works with a limited number of clients to ensure each engagement receives focused attention and high-quality support. To maintain this standard, all prospective clients are asked to complete the Engagement of Services form prior to scheduling a consultation.
This form helps assess your current financial systems, business goals, and support needs so I can determine whether my services are the right fit for your organization. It also allows me to prepare for our initial conversation with relevant context and recommendations.
Completion of the Engagement of Services form is required for access to premium consulting and ongoing bookkeeping services.
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