Controller Services and Bookkeeping
Our premium service provides annual budgeting, cash flow management, payroll management, financial oversight, customized reporting, grant tracking and more, so you can run your organization as efficiently as possible. For those shluchim with a larger annual budget between $750,000 – $1.5 million.
Full Service Bookkeeping
Providing weekly bookkeeping, accounts payable and accounts receivable management, we cover all your daily financial needs, so you can focus on growth, with only the most critical issues needing your input. For those with an average annual budget between $350,000 – $1.25 million.
Monthly
Receive customized reporting and accountability with this monthly service. Income detailing and categorization, class tracking, best practice bookkeeping advice, loan and mortgage reconciliation. For shluchim with a budget between $250,000- $500,000.
Controller Services and Bookkeeping
Our premium service provides annual budgeting, cash flow management, payroll management, financial oversight, customized reporting, grant tracking and more, so you can run your organization as efficiently as possible. For those shluchim with a larger annual budget between $750,000 - $1.5 million.
Full Service Bookkeeping
Providing weekly bookkeeping, accounts payable and accounts receivable management, we cover all your daily financial needs, so you can focus on growth, with only the most critical issues needing your input. For those with an average annual budget between $350,000 - $1.25 million.
Monthly
Receive customized reporting and accountability with this monthly service. Income detailing and categorization, class tracking, best practice bookkeeping advice, loan and mortgage reconciliation. For shluchim with a budget between $250,000- $500,000.
Services
At Fifth Light Advisors, all our services are grouped together in three separate options, allowing you to choose the perfect Accounting and Bookkeeping Solution to suit your needs.
Controller Services
and Bookkeeping
Proactive cashflow oversight, precise financial reporting and optimized day to day operation.
- Financial Oversight and Reporting
- Regular Quickbooks Review
- Customised Regular Reporting
- Streamlined Processing of Receipts
- Payroll Management and Benefits Tracking
- Time Tracking Implementation
- Export/Syncing of all income streams
- Grant and restricted fund tracking
- Annual budget creation and oversight
- Receipt and purchase information collection
For an annual budget of:
$750,000 - $2.5 million.
Full Service Bookkeeping
Consistent financial practices, built-in accountability, and smooth operations that free the shliach to focus on shlichus.
- Weekly bookkeeping
- Updating Quickbooks accounting software
- Monthly and Annual reconciliation of all Balance Sheet Accounts
- Class Tracking
- Income Detailing in Quickbooks
- Payroll import
- Full Accounts Payable Management
- Accounts Receivable Management
- Custom Monthly Reporting
- Best practice advice
For an annual budget of:
$750,000 - $2.5 Million.
Donor Financial Data Management
Transparent accountability to donors, accurate contribution reporting and specialized financial insights.
- Weekly Entry of all transactions to CRM, preparation of thank you letters
- Coordinate with client on proper categorizatio of donations and correct thank you letter.
- Detailing of all income in Quickbooks – Export from CRMs and matching to deposits, or breaking down batch deposits by category (up to 75 txns per month)
- AR Management
- Custom Monthly Reporting
- Advise as to best bookkeeping practices
- Custom Annual Reporting
For an annual budget of:
$750,000 - $2.5 Million.
CRMs we work with
- Chabad Management System (CMS)
- Chabad OneCRM
- Rakefet
- Procare
- Snowman