Services

Our cost model has made it so you can collect more. Stop paying ridiculous fees and use your collections to fund operations to the max!

Typically, we can save organizations approximately 40 – 50% on billing fees, depending on your current cost structure.

Did you know that social clubs such as Fraternities and Sororities are considered “Social Clubs” under section 501(c)(7)? This means that income generated from member dues and donations is tax-exempt from federal income taxes.

We provide the guidance and resources necessary to either (1) obtain tax-exempt status and or (2) maintain tax-exempt status for our clients.

Invoices can be customized with your organization’s logo, contact information, and much more.

Additionally, you have the option to send recurring invoices to create a payment plan for your member’s convenience.

Everything you need is provided in a single dashboard. Update your client base, send invoices, and make transfers all from one central location.

Additionally, your dashboard and customer list will be set up on your behalf upon registration.

We are here for more than just questions. Consider us a reliable advisor that will walk you through the most difficult of situations.

Let us do the due diligence while you maintain focus on your organization’s goals.

As the treasurer of your organization, you’re tasked with critical responsibilities like filing tax returns and submitting your annual report to the state. Let us take that burden off your shoulders. Our team will manage these filings on your behalf—accurately, efficiently, and on time—so you can focus on what matters most.

After an invoice has been paid, your funds will be transferred the next business day.

You also have the option to instantly transfer your collections into your bank account (with a small fee).

Services such as Bookkeeping, Cash Flow & Budgeting Analysis, Financial Projections & Forecasts, Tax Management & Preparation are available!

Get connected with a C.P.A. to help manage your organization’s finances.

Upon request, we will generate a budget that reflects your industry. Additionally, the budget sheet will include visuals for further analysis and presentation purposes.