Whip-smart. Determined. Dedicated. Industrious.

You work hard and go the extra mile. Putting in long hours to grow something you believe in. Between budgeting and board demands, donor requirements and IRS regulations, and a constantly changing technology landscape, with success comes responsibility. 

That’s why we’re here, to help you make a difference.

You need someone who dedicates their time to staying up-to-date on how the latest donor management technology and bill pay solutions integrate with your accounting system, or the latest covid releif availabe from the IRS.  You need someone who can crunch the numbers and give you actionable monthly reports, and who’s used to working in the unique nonprofit world of tight budgets and boards of directors.

There’s no 1-800 helpline for nonprofits…but we do our best

And That’s Where We Come In

Nonprofits are our specialty. That means we can advise you on the best technologies, workflows, and best practices for the unique circumstances nonprofits face. Restricted fund tracking, 990 preparation, donor receipt requirements, annual audit preparation, budget development…this is all we do. 

Ready to hire employees? We can get you setup with your state and federal government. Ready to offer employee benefits? We can assist you with that as well. Tax rules change due to covid (again?!)? Don’t worry, we’re already on it! You focus on raising revenue and running the show, we’ll take care of the rest. 

What could you do with a few extra hours each month? Focus on how to increase revenue? Build your brand? Help those you serve? 

BOOK A CONSULT

About

Hi, I’m Rosemary.

 

I’m your main bookkeeping gal. I’m a nerd for numbers, Enrolled Agent, QuickBooks Advanced ProAdvisor, founding member and board treasurer for the Ohio RSA, and (according to my kids when they want an extra helping of dessert) “best mom ever.” I’m here to join your journey, working diligently in the background to help your nonprofit run like a well-oiled machine.

I’m proud to say I have a job where I feel like I give back every day, helping  nonprofits succeed. I try to make giving back at the forefront of my business model and life, from volunteering at my local nonprofit SCORE chapter, to making a donation for every single business transaction we partake in, I like to feel like I’m using my knowledge to make the world a little bit better. I’ve been working with nonprofits on the accounting side since 2018 from small schools to large multi-million dollar international organizations, prior to that I volunteered, co-directed, and worked with nonprofits in the US, Mexico, and Peru on fundraising, management, and programmatic work, focusing on addressing issues of human rights and environmental concerns. 

Meet Bailey

Bailey is a graduate of the University of Dayton who we are lucky to have on the team! Her background working on human rights issues with nonprofits and education in public administration make her an amazing resource for clients. She’s been providing bookkeeping, payroll, accounts payable, budgeting, and cash flow services to nonprofits with Mosaic Bookkeeping since 2020 and is a QuickBooks certified ProAdvisor.

Services

Mosaic Bookkeeping’s mission is to maximize our clients’ impact and ensure longevity by providing efficient accounting and financial systems. 

As a boutique virtual bookkeeping service, we work clients across the country. As an outsourced consultant, you receive a higher level of service from a highly qualified accountant at a lower price-point than hiring an in-house CFO or bookkeeper. We work with many clients in the nonprofit world and can advise on best practices and the latest trends.  We charge a flat-monthly rate based on type and volume of work.  To find more about our on-boarding procedures and how we calculate prices click here.

*We offer bookkeeping and tax services to nonprofits and select service-based businesses. If you are a for profit company, please contact us to see if we are a good fit, if not we can refer you to another great bookkeeper.*

Services:

  • Ongoing Bookkeeping Services
    • Expense and Income tracking
    • Account Reconciliations
    • Accounts Receivable & Accounts Payable
    • Monthly Report Delivery
    • Receipt management assistance
    • Budgeting
    • Payroll Assistance
  • Tax Services
    • 990 and State Filings (Starting at $499 for 990 EZ, $859 for 990)
    • 1023 Filings & Business Registrations
    • 1099 and W2 preparation
    • IRS Representation
  • Additional Services
    • Historical bookkeeping cleanup
    • One-time QuickBooks setup
    • QuickBooks training
    • Technology consulting
    • Monthly/Quarterly bookkeeping check-in and advisory services

We are part of a great network of nonprofit and business professionals including fundraisers, certified fraud examiners, lawyers, investment advisers, and more. For services beyond our scope we can refer you to another great specialist!

Ready to talk more?

BOOK A CONSULT

On-boarding

Our on-boarding process follows these steps:

  • Introductory 15 minute phone: call to learn about your business and what services you’re looking for
  • Bookkeeping Checkup: Look over current bookkeeping systems to identify areas that need cleanup, check for missed issues, and see the scope of work
  • Send you a detailed estimate with various package options
  • Select the package you prefer and sign our engagement letter and ACH form
  • Begin Work!

Why do we require a bookkeeping checkup?

We’ve found that sometimes clients have hidden errors buried in their bookkeeping that may be causing inaccurate account balances or profit and loss statements. Sometimes these can be complicated and require more work than anyone realized! We think it’s important that you know the full cost before signing up with us and not receive any surprise charges, for that reason we need to know the true scope of the work. Depending on circumstances we may request access to your QuickBooks, other bookkeeping system, and/or the last 2 months of bank and credit card statements.

We’ll follow up with a detailed list of any issues we find and areas where we suggest you make changes to your current system.

How do we calculate our prices?

We use an internal pricing formula based on the services desired, number of accounts and transactions, number of employees, etc. We base our pricing on the amount of work, not the revenue of the organization or business. Our proposal will break down the costs per service and we try to offer options to meet every budget. Our basic full-service bookkeeping package typically starts at $299/month.

Contact

Ready to make the leap into something better, or just learn more? Fill out the form below!

Mosaic Bookkeeping LLC is E&O Insured