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.
Monthly
Bookkeeping
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
- Updating Quickbooks accounting software
- Custom monthly reporting
- Monthly/annual reconciliation of loans, mortgages, investment accounts
- Tracking of classes
- Income detailing in Quickbooks and matching to deposits
- Reconciliation: CRM to Quickbooks
- Export Payroll and match-up (when available)
- Bookkeeping best practice advice
- Review and documentation of all balance sheet items
For an annual budget of:
$250,000 - $500,000.
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
- Weekly bookkeeping
- Updating Accounts and Credit Cards
- Full Accounts Payable Management
- Accounts Receivable Management
For an annual budget of:
$500,000 - $1.25 Million.
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
- 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.
CRMs we work with
- Chabad Management System (CMS)
- Chabad OneCRM
- Kindful
- Rakefet
- Procare
- Snowman