Shared Financial Services

Our unique financial services combine standard accounting services and advanced technical assistance nonprofit organizations need to implement best practices in financial management. Our experienced team of financial professionals includes accountants, bookkeepers and outside consultants in financial management. We are committed to providing efficient, high-quality back-office financial management support, consulting and customer service.

We are more than a standard bookkeeping service. We help you create a solid financial management platform that gives you peace of mind in your financial reporting and instills confidence with your board, staff and funding partners. Educating our member clients concerning the importance of segregation of duties and internal controls is paramount to our goal of being recognized as the “go-to” financial management resource for Oklahoma’s nonprofit sector.


OUR SERVICES

Our Financial Management team works with nonprofit organizations across the state and has listened to the feedback of our clients to create a system that will allow any nonprofit in Oklahoma to utilize this important service. We offer monthly bookkeeping and accounting services, as well as one time consulting engagements. Some of our more regular services include, but are not limited to:
  • Segregation of duties for small to mid-size nonprofit organizations
  • Monthly accounts receivable and accounts payable
  • Recording and reconciling payroll reports, bank statements, and credit cards
  • Preparing GAAP compliant financial statements
  • Reviewing and creating best practices for your chart of accounts
  • Establishing protocol for financial processes and practices
  • Providing financial reporting for grants and funders
  • Review of financial policies and recommendations

READY TO GET STARTED?

If you are interested in our financial services, please complete the form below to begin the process. If you have questions, you can also call Shared Services at (405) 286-6207, or click here to email us.

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OKLAHOMA CITY

701 N. Lindsay Ave., 
Oklahoma City, OK 73104

(405) 463-6886

TULSA

5330 East 31st Street.,
Suite 200, Tulsa, OK 74135

(918) 392-7984

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