Experience clarity and confidence in your finances.
Wise Dove Insights is a Texas-based bookkeeping and financial analytics firm made for purpose-driven organizations
If you are a non-profit, church, or a small business with a mission to make a positive difference in the world, what you do is not about the money.
Imagine a future where your finances don’t:
✘ Worry you
✘ Distract you
✘ Confuse you
Instead your finances can:
✔ Support and enable your meaningful work
✔ Clearly demonstrate good stewardship of your resources
✔ Energize your board, staff, and donors to achieve more!
“Was that restricted donation used for its intended purpose?”
Wise Dove Insights uses fund accounting principles to ensure that designated funds are carefully tracked and transparently reported.
“How are giving trends changing over time?”
Wise Dove creates easy-to-understand graphical reports of key metrics, such as monthly donations by category.
“Do we have enough money for a new program?
Wise Dove delivers your financial reports along with insights tailored to your mission and priorities. Your decision-makers don’t have to interpret numbers on their own.
Wise Dove Insights combines meticulous bookkeeping with transparent reporting to answer questions like these.
Most bookkeeping service providers will
Categorize Transactions
Reconcile accounts
Produce standard reports like the Profit & Loss
At Wise Dove, services are designed to meet the unique requirements of churches and other non-profits.
Accountability to a board of directors, elders, or denominational leadership
Transparency to members and donors
Necessity of staying in budget
Adapting when the budget gets tighter
Prioritizing the mission or ministry over profit, yet not wasting resources
I also understand that many organizations may have staff, volunteers, or board members who do not have a traditional business background or familiarity with accounting concepts. I don’t just do the work and hand off sheets of numbers - I’ll provide training opportunities as well as guidance and recommendations along the way.
I’m Courtney.
I’m the owner and operator of Wise Dove Insights.
I know each of my clients, I do the analysis, I answer the questions.
I’ve built my professional life around understanding complicated financial, mathematical, and business ideas, and communicating about them with others.
Services
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Clean Up Your Books
Do you have inconsistencies in your current budget and expense tracking systems? I can help sort through the details and find clarity.
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Routine Bookkeeping
My comprehensive weekly and monthly processes can keep all your accounts and reports up to date, ready for any question.
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Payroll Processing
I can process payroll for up to twenty organizational employees, accurately reflecting withholdings and other payroll considerations.
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Financial Reporting
I can produce exactly the right financial reports to tell the story of your organization, and I can teach any stakeholders how to interpret them.