Wholehearted Bookkeeping has been a delight to work with and they rescued us when we had a handful of bookkeeping challenges at Sustainable Economies Law Center! Emma, Iliana, and Garrick helped us catch up on an 8-month bookkeeping backlog, solved a bunch of puzzles in our books, and helped us prepare for an audit all on a very short timeline! They are kind and lovely humans, which makes it fun to be in meetings with them and solving problems together. Their whole team brings a range of skills and experience working with specific platforms (Gusto, Bill.com, etc) and in specialized areas, like nonprofit accounting and audits. They set up a great work-flow system with us to ensure tasks don't fall through the cracks, and have been helping streamline our systems. We also have an unusual organizational structure and a lot of staff involved in our financial work, and they have been very adaptable in working with our structures.
Here are some additional testimonials from members of our financial team:
Sue: I have enjoyed working with Emma and Garrick so much and I have learned so much from them. They are patient with our decentralized work group and so supportive of our whole team. I am so relieved by their "we can do that" attitude. They've taken the time to understand our systems and help us improve them without forcing us to change things in ways that don't fit for us.
Erika: +1 everything said already! In addition, I've found them very flexible and quick to respond to questions and requests. read more