Every organization needs a financial trellis. A trellis is a framework used to support growing plants and vegetables. Just as a trellis enables healthy and increased vine growth, The Trellis Club exists to help organizations thrive through establishing and maintaining a financial trellis.

We partner with small businesses and nonprofits to help them create automated financial systems, know their numbers by providing accurate monthly reports, and enable them to grow their organization.

Welcome! I started The Trellis Club to serve small businesses and nonprofits after spending years working within small businesses and nonprofits. Finances are the backbone of any organization. We exist to save organizational leaders TIME through automating their financial processes, MONEY through accurate reporting, budgeting, and efficiencies we create, and STRESS from worrying about keeping track of money in and out and managing books, payroll, bookkeepers, and budgeting. Based in Chicagoland, we are setup as a location independent business, meaning we can seamlessly keep your books no matter where you are located. Please let us know if we can answer ANY questions!

TESTIMONIALS

The financial health of my business has never been better! The Trellis Club has gone above and beyond their bookkeeping and accounting responsibilities. The Trellis Club was with me every step of the way which included payroll help when I hired our first employee. If you want to grow your business the right way, I would strongly recommend partnering with The Trellis Club.
Brittany Whitenack, Antique Candle Works
Prior to our working with The Trellis Club I spent a ridiculous amount of time each month getting my book keeper and accountant reports and information they needed to get my books done correctly. The Trellis Club has completely streamlined our processes which has freed up valuable time for me. They also have been able to give me detailed monthly reports like I have never had before which has been incredibly valuable for our planning and forecasting. Both myself and my accountant have never been happier. We would highly recommend their services to anyone.

All Plans Include

  • Transactions Entered Monthly
  • Bank/Credit Card Reconciliations
  • Month End Financial Reports
  • Unlimited Support
  • Sales Tax Filing
  • Communication with your CPA or Tax Preparer
  • No long-term contracts.
  • 30 day money back guarantee.

Optional Add On’s

  • Full Service Payroll
  • Budgeting
  • Transactions Entered Weekly
  • Upgraded reporting and analysis
  • Accounts Payable/Bill Pay
  • Monthly financial consulting
  • Looking for help with one time setup/ fix of your organizations books and/or payroll? We have a Trellis Launch Service.

  • Keeping your own books in house but want a QuickBooks Online Certified Pro-Advisor to do a multi-point review each month to ensure accuracy? Check out our new service called QBO Boost .

MONTH END PROCESS

GET AN INSTANT QUOTE

To give an accurate quote, you’ll need to know the average amount of transactions from your organizations last few months bank accounts and credit cards. Transaction counts are listed on statements (checks, withdraws, and deposits are all considered transactions).

GET STARTED

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Bank Transactions/ Credit Card Transactions

How many monthly transactions do you average per month on your bank statements?

Please include total between all organization credit cards.

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Payroll

Would you like to add Simplified Payroll via Gusto ($39 per month + $6 per employee per month)

Would you like to add Payroll services via Gusto?

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Payroll Price Estimator

$39 per month + $6 per employee per month

Any employees who received tips. All tips (Cash and Credit Card) are required to be reported by organizations with tipped employees.

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Budgeting

Would you like to include our annual budgeting services?

Simply put, having a budget and sales projections on paper is step one to tracking and achieving goals and managing costs. We will assist you in developing your budget. We'll input it and update it as needed throughout the year.

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Setup Fees (One Time)

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Purchasing

Free up time by having us enter and pay bills! You'll upload all of your bills via email or a bill pay app we use, we'll make sure they are input, you'll approve, and a check will be printed and sent out to the vendor.

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Bill Pay Price Estimator

All prices include a subscription to a bill pay software.

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Sales

This includes any software outside of your accounting software you record and track sales/donations (Shopify, Ebay, Donation Software, Practice Management Software, etc).

For most organizations to reduce fees, we recommend a monthly entry of sales/donations in QuickBooks Online as specific sales reports are available in your Point of Sale System. However, If you'd like Daily or Weekly sales entered on the books, please indicate. If you have a Point Of Sale that directly integrates with QuickBooks Online, we should be able to import each sale into QBO without an increase in our monthly fees.

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Bank Credit Card Accounts/ Loans

Business Checking, Savings, Money Market, PayPal. This helps us determine how many accounts we'll need to reconcile each month.

Please include each individual card that has activity on the card.

This includes lines of credit, car loans, bank loans, etc that need to be reconciled each month.

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Final Estimated Quote Amount

The final estimated price is :

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Quote Summary From The Trellis Club

Description Information Quantity Price
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FREQUENTLY ASKED QUESTIONS

The Trellis Club is setup as a location independent business. We are based in the Chicagoland area. Technology and software has advanced to enable us to keep your books seamlessly no matter where you are located.
There are numerous advantages to moving to our cloud based service. First, you always have access to your financial data as you can login 24/7 to your QuickBooks Online account. Second, our internal systems and processes use the latest technology. Our processes are constantly improving to enable organizations to maximize their efficiency and us to maximize value to you. Third, you know you are getting a steady professional bookkeeper with The Trellis Club and our cloud based service. We have the experience, the support, and are committed to cost effectiveness to help enable your organization to thrive.
The Trellis Club is not for everyone. We exist for businesses and nonprofits that want a simple, automated, and streamlined financial process. We seek to eliminate dated systems and automate as much as we can. This process frees leaders and managers to focus their time and energy on growing their organization.
We use QuickBooks Online for all of our Trellis Club members. While other bookkeepers may offer flexibility in what software you use, we are committed to being experts in QuickBooks Online. QuickBooks has been the gold standard of accounting software and they are constantly improving.
We want our service, product and price to keep you with us, not a contract. Therefore, all of our plans are offered at a fixed monthly rate and only require 30 days notice to cancel services. We also offer a 30 day money-back guarantee on regular bookkeeping services. Try us out, if you’re not happy, get your money back.

If you are currently using QuickBooks Online and everything is in order and up to date, there are no setup fees. If we need to reorganize, setup your Chart of Accounts, or transfer your books to QBO, we charge a small setup fee. Any backup bookkeeping is billed hourly.

If you are wanting to get completely setup with QuickBooks Online or payroll but will not be using our monthly services, we do have a Trellis Launch service available.

Because we offer our plans at a low cost and using our systems, we do not include any prior adjustments or fixes for work we did not perform. However, if you do sign up for The Trellis Club, we’d be happy to inspect your books, report errors, and fix any problems we see. Because we cannot estimate the time it will take to complete bookkeeping fixes, we bill this work out at an hourly rate.
We offer unlimited support with all plans within The Trellis Club. Have a question? Call us or send us an email and we’ll get back to you. We pride ourselves on our commitment to our clients.
We will send you an updated balance sheet and profit and loss statement (Income Statement) by the 15th of the month following the previous month. (For example we’ll send October’s updated statement by November 15th) This gives us time to make sure all transactions are on the books and accounts are reconciled (meaning they agree with your bank statement and credit card statement). We can customize this report for you with prior year data (if available), budget to actual, and month by month comparisons.
As an add on service, we do offer a monthly financial analysis which includes upgraded reporting with metrics and goal comparisons as well as a monthly consultation with a consultant.
Many organizations talk about a budget, few use a budget to its full potential. A budget can greatly help you reduce costs, find areas of overspending, and forecast growth.

Need a budget? We offer an add on budget service billed monthly. We’ll help develop your budget against industry metrics and using your prior financial data, input your budget into the books, adjust the budget as needed throughout the year,  and report on differences between actual costs and budgeted costs.

No, we do not. We believe it can often be beneficial to have a local or industry centered CPA in dealing with business taxes and local/state issues. We’ll work directly with your CPA throughout the year with any adjustments or issues. Looking for a CPA? We work with some great ones whom we’d be happy to recommend.
The simple answer is: yes! Cloud-based means the software company keeps your data as well as backups of your data on their own protected servers instead of being stored on your own computer. This enables you to access your books anywhere with an internet connection. Your bank and even the IRS stores information in the cloud. QuickBooks Online and Gusto use bank level encryption.