McMurtry Financial Services, LLC


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Bookkeeping and Accounting Services



We provide expert accounting services to both nonprofit organizations and for-profit businesses.



At McMurtry Financial Services, we provide expert accounting services to both nonprofit organizations and for-profit businesses. Our services are tailored to meet the unique needs of each sector, ensuring that your financial systems align with your organizational goals.



nonprofit



Managing finances in the nonprofit world requires a specialized approach. We understand the complexities of nonprofit accounting, from restricted funds to grant management.





OUR SERVICES INCLUDE:


Bookkeeping and Accounting Services: We handle accounts payable, accounts receivable, bank reconciliations, and trial balance (cash on hand) reporting, ensuring accurate tracking of your finances.


Financial Statements: Our nonprofit clients receive detailed Profit and Loss Statements, Balance Sheets, General Ledger Reports, and Statement of Cash Flows to stay on top of their financial health.


Annual Budget Plans: We assist in preparing your annual budget plans, helping you meet your strategic goals while remaining compliant with regulations.


We are committed to providing transparent and reliable financial reporting to help your nonprofit organization thrive, maintain donor trust, and meet regulatory requirements.



for profit



For businesses focused on growth and profitability, we offer comprehensive accounting services that support strategic decision-making.





OUR SERVICES INCLUDE:


Bookkeeping and Accounting Services: Whether it’s managing accounts payable, accounts receivable, bank reconciliations, or trial balance (cash on hand) reporting, we provide detailed and accurate records to help you track your financial progress.


Financial Statements: We offer Profit and Loss Statements, Balance Sheets, General Ledger Reports, and Statement of Cash Flows to give you clear insights into your business’s financial position.


Annual Budget Plans: Our expert team will work with you to create annual profit plans aligned with your strategic goals, helping you achieve sustained growth and profitability.


Our goal is to help your business stay financially healthy, ensuring you have the tools and insights needed to make informed decisions and drive success.



WE value consistent communication



All monthly packages include a one-hour monthly meeting to review financial statements, receive expert advice and insights into financial strategies, and assist with creating sound financial systems to obtain financial data to manage your business effectively.



Ready to get started with services?


Our Unique Pricing



Connect. Partner. Grow.



262-307-2244

INFO@MCMURTRYFINANCIALSERVICES.COM

MCMURTRYFINANCIALSERVICES, LLC



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