Accounting & Finance

Working with our Partners’ leadership, Bearing Tree provides financial support ranging from primarily transactional activities all the way through overall financial management. We provide the expertise, resources and technology needed to ensure timely, accurate and auditable accounting, transactions, reporting and insights.

How we can help

  • Maintain bank accounts including checking, savings, investments, and credit cards
  • Complete credit card reconciliation
  • Process accounts payable and receivable
  • Oversee expense reimbursements
  • Provide board meeting financial statements and analysis
  • Complete annual Form 990 filing
  • Manage annual financial audits
  • Provide timely reporting dashboard, monthly close and critical insights