Rivertown Finance

Now with Rehmann

Our Services

We believe that all organizations are not created equal, therefore choosing between pre-determined service packages isn’t ideal. Similarly, a strict hourly billing model can be surprising and costly. This is why Rivertown Finance customizes accounting packages per client. You get a fixed cost for routine services with the flexibility of adding hourly add-on services for irregular or infrequent tasks.

Our team is especially skilled with QuickBooks Desktop & QuickBooks Online and has experience with many of the Intuit software integrations for time management, e-commerce and payroll processing. We can also work with your team to manage integrations between online bill pay, point of sale, project management, donor database & sales tax software.

Don’t have it all figured out yet? We can help.

Our team is skilled at creating processes and the flow of data to streamline operations and maximize efficiencies. We can offer recommendations and help document how all aspects of the organization’s accounting works.

Non-Profit Services

  • Business services above

  • Track revenue by function and restriction

  • Provide grant reporting

  • Tie bank activity to donor software

  • Prepare annual budget

  • Prepare board packets

  • Attend finance committee meetings

Business Services

  • Make and/or record deposits

  • Reconcile accounts

  • Communicate cash position

  • Enter & pay bills

  • Categorize credit card activity

  • Manage sales tax

  • File 1099’s

  • Calculate & remit payroll

  • Track employee benefits

  • Prepare financials

  • Bring context to monthly performance

  • Offer best practices

Senior Services

  • Daily Money Management

    • Reconcile accounts

    • Communicate revenue, expense & cash balances

    • Coordinate with support network

    • Resolve financial issues

    • Sort mail, pay bills

  • Prepare conservatorship & trust accounting reports

  • Prepare specialized personal income tax & trust/estate tax returns

  • Act as power of attorney or trustee

  • Assist with trust administration

High Net Worth Services

  • Reconcile accounts

  • Communicate revenue, expense & cash balances

  • Prepare financials for business entities or rental properties

  • Sort mail, pay bills

  • Organize records

  • Manage budgets

  • Manage financial contracts

  • Prepare tax packages for tax professionals

  • Review insurance coverage

  • Assist with property management coordination

  • Collaborate with other professional advisors/family as needed