Umbrella Bookkeeping provides a wide range of services, allowing our clients to identify a scope of work that best suits their needs and budget
Accounting
Tracking Income and Expenses
Tracking Restricted Revenues
Monthly Reconciliations
Generating Invoices
Accounts Payable
Managing Ledgers
Adjusting Entries
Grants
Restricted Net Asset Tracking
Fiscal Grant Management
Revenue and Expense Tracking
Budget Assistance and Reporting
Preparation of RFRs (Requests for Reimbursement)
Audit Readiness
Year-end preparation for Independent and/or Single Audit.
Year-end entries and schedules
Documentation & facilitation
Audit Firm Collaboration
Compliance
Sales & Use Exemption
Secretary of State Filings
Local Business Licensing
Forms 1099
Workers Comp Audits
Payroll Taxes
