You have too much on your plate to worry about mastering the entire accounting process, too. We offer transparency for your stakeholders and a way to capture the information you need to make decisions and plan for the future. Our services include:

Cloud Accounting

You need real-time, reliable data to make decisions with confidence. We’ll automate routine processes to reduce data entry and the potential for errors, and ensure your books are always up-to-date and accurate.

Workflow Management

We’ll never put you in a box. We’ll work with you to develop personalized, scalable accounting solutions that can grow as you grow.

Financial Analysis

Finally, your accountant is as forward-thinking as you are. Together, we’ll develop reporting and forecasting tools that promote transparency and meet the needs of your investors, grantors, board, audits, taxes, and more.


Just need to get your books cleaned up so you can file your taxes? Switching to QuickBooks Online and feeling overwhelmed? We’re here for you, with no-strings-attached help for your one-time accounting projects.

Training and Support

We’ve got your back. Moving to the cloud and automating your workflow can be daunting. Get comfortable your new accounting process with tailored trainings for you and your staff, and give us a call if you ever need a hand. No surprise fees, ever.

Referrals You Can Trust

With 30+ years of experience serving organizations and businesses like yours under our belts, we know some of the best tax accountants, auditors, and fundraising pros around. If you need anything we can’t provide, we’ll do our best to set you up with folks who can.

We’ll help you maximize back office efficiency in a capacity that works for you and your wallet. Contact us to discuss your needs, solutions, and pricing.

Commitment to Accounting Autonomy

At Streamlined Accounting, we want you to be successful at what you do – no matter what. Your books are your books. Your entire workflow, including the apps you use, custom reports we develop, and any other aspect of your accounting process is easily transferable to you at any time to ensure seamless continuity between us and whoever looks at your books next.

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