Bookkeeping has transformed in the past few years with cloud technology and automation enabling organizations to eliminate dated systems and save money. The Trellis Club is on the forefront of introducing this automation to organizations to maximize efficiency and save them time and money. We will setup and manage your bookkeeping operation, map out processes that save you time, and send you monthly financial reports.
Full Service Payroll
Cloud-based software has made full-service payroll more simple and affordable than ever before. We’ll setup and manage your payroll via Gusto. Simple transparent pricing ($39 per month + $6 per employee per month). Never worry about payroll tax filings and payments again. Gusto takes care of it all.
Budgeting and Forecasting
Step one to getting a financial plan in place for your organization is getting a budget that enables you to set goals, track actual spending compared to budgeted, and know where adjustments need to be made. Simply having a budget in place and following it can save your organization thousands of dollars a year in expenses. We help build your budget and forecasts with you step by step.
Would you like to include our annual budgeting services?
Simply put, having a budget and sales projections on paper is step one to tracking and achieving goals and managing costs. We will assist you in developing your budget. We'll input it and update it as needed throughout the year.
Free up time by having us enter and pay bills! You'll upload all of your bills via email or a bill pay app we use, we'll make sure they are input, you'll approve, and a check will be printed and sent out to the vendor.
This includes any software outside of your accounting software you record and track sales/donations (Shopify, Ebay, Donation Software, Practice Management Software, etc).
For most organizations to reduce fees, we recommend a monthly entry of sales/donations in QuickBooks Online as specific sales reports are available in your Point of Sale System. However, If you'd like Daily or Weekly sales entered on the books, please indicate. If you have a Point Of Sale that directly integrates with QuickBooks Online, we should be able to import each sale into QBO without an increase in our monthly fees.