Additional Resources

Additional Services Fees Sheet

To view the June 2024 updated form, click this link. This document has pricing for extra one-time fees that may occur for clients. Things like a re-run of financial statements or the unscheduled Christmas bonus run, for example, or if there is a request for consulting or a custom report needed.

Dashboard

A dashboard email is sent to our Level 2 and above clients every Friday updating them on the financial health of their organization. Information regarding cash available, trends, and budget information is provided. A customized dashboard is now available for an extra fee.

Donor Contribution Reporting

Each week, you will receive an updated “Contribution Worksheet” to use for the following week. In January of each year, after the year-end reports are balanced, we will print a set of contribution statements for anyone who contributed during the prior calendar year and provide them to you for distribution.  When the letters are folded properly, the statements fit into a #9 double window envelope, available at most office supply stores.  No labels or return addresses are necessary.

Online Access Program

This service allows 24/7 read-only access for two users to view and print your accounting, payroll information, accounts payable information, and donor contribution records (if applicable) data and reports.

Time and Attendance System

Human Resources and Workforce Management software with online and app access for both Administrators and Employees. Employees can time in and out and request time off, view check stubs and W-2 information, and view or edit W-4 information. Managers can approve work hours or time off requests through this system.

Payroll Portal

Through this avenue, you can enter employees time or set their schedule to submit your payroll information. You can also add new employees or update existing information.

Positive Pay

This service is set up through your banking system where you must approve all payment before they hit the bank. If this is something you’d like to look into, please reach out to your MM representative for more information on set up and the monthly fee.

Request a Quote:

To receive a quote for any of our services, or to find out how to add on additional services, use our contact form or call our office: 816.382.3050.