Financial & Office Management Services
for Small Businesses and Nonprofits Ready to Move Beyond Bookkeeping.
We make financial
services feel good
Combining customization, high-touch personalized attention and advanced resources to proudly serve as your trusted back office – expertly navigating your day-to-day and long-term needs with genuine warmth and compassion for your financial well-being.
We make financial services feel good.
How Can We Help You?
We know that whether you’re growing an established business or building a new one, your bookkeeping and financial management needs can feel beyond overwhelming. You’re ready to hand it off to a unique and highly-efficient partner that deeply cares about your financial success.
You’re likely feeling…
→ Stressed and pressed for time because your business or nonprofit has grown (that’s a wonderful thing!) and you no longer have the time to do your own bookkeeping or manage your own finances.
→ Less than confident that you’re managing your books correctly and worried that your financial reports might be missing crucial information – possibly resulting in audits and harsh penalties.
→ Frustrated with your current financial services provider and desiring an ideal partnership with an established bookkeeping firm that is on top of their game, collaborative, accessible, discrete and able to serve in a controller capacity.
Let us provide you with something better.
→ Peace of mind that comes with knowing that every financial detail is covered – and by a partner you trust
→ Time back in your schedule to put your focus where it’s most needed
→ Accurate financial reporting
→ High-quality work that’s done correctly the first time
→ A skilled and personable team that meticulously monitors your business’s financial health
→ Creative solutions and strategic recommendations that help position your business or nonprofit for growth and prosperity
Think we might have the makings of a beautiful partnership?
Numbers
By the
14
years of serving
clients
37
dedicated team members
272
combined years of experience
What We Offer
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Keep your books balanced and your organization running smoothly when you hand off the detailed day-to-day processes to your very own boutique back office.
Accounts Payable
Accounts Receivable
Bill Pay
Bookkeeping for Nonprofits
Bookkeeping for Small Business
Budgeting & Cash Flow Planning
Customer Invoice Preparation
Daily Cash Flow Management
Employee Handbook Preparation
Financial Reports Preparation
General Ledger
Outsourced Controller Services
Payroll Processing (exclusively for our MN and out-of-state Bookkeeping clients)
Profit & Loss Projections
Sales & Use Tax Calculations & Filing (MN and out-of-state)
Workpaper Preparation for your Tax Accountant (serving as liaison between clients and their tax accountants
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Specialized collaboration and expert coordination keep all things Human Resources structured and organized.
HR Assistance
Group Benefit Plan Coordination
401k Benefit Plan Coordination (with your Third Party Administrator)
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We understand the challenges of working alongside committees and advisory boards. Let us focus on the details so that you can spend more time focusing on your good work.
Budgeting
Fund Accounting
General Accounting Services
Audit Support
Treasured words from
Valued Clients
“CHE has provided tremendous support to our business. Their commitment to service, transparency, and communication is their highest value. There have been numerous instances where we need their help on short notice and they have always been available to assist. CHE’s attention to detail and keeping our business informed on federal and state changes have been an enormous help, as well. The team at CHE makes my job easier – I truly could not do this without them!”
Danyel Alexander, Practice Manager
The Smile Architects
CHE client since 2003
“Over the past two years the WBLAHS has gone through a period of significant growth. One of the most important decisions we made was to bring in CHE to help with that process. They have kept us on track with best practices and confident in our procedures.
The support and willingness from CHE to answer just about any question we can dream up has been tremendous. They even made our first full audit a great experience!”
Sara Markoe-Hanson
White Bear Lake Area Historical Society
CHE client since 2021
Browse additional success stories
CHE — A unique solution
In addition to top-notch and high-accuracy bookkeeping, we offer office management, administrative support, multi-state and multi-location accounting services and more – allowing us to manage every detail of your company’s financial health!
Our highly-customized 1-on-1 approach allows us to meet you where you are and exceed your unique expectations. We thoughtfully select the custom-tailored services and advanced software solutions that will propel you forward.
Our CHE team offers an irresistible mix of knowledge and know-how with a genuine personal connection that our clients love! Approachable and sophisticated with a love of numbers and building long-term client relationships – you might say we’re cool and calculated.
FAQs
Not seeing your question here? Reach out to us — we'd be happy to chat with you about your specific wonderings and needs.
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Absolutely, we do! We’ve been in business for 35+ years, and our close-knit team is a group of highly-skilled and educated professionals. What makes us “boutique” is the distinctive experience we provide to our clients. We’re not your ordinary bookkeeping and accounting firm. Our unique mix of left-brained thinking and right-brained creativity provides you with a trusted team of strategic planners and imaginative problem-solvers who design the perfect system for your financial success.
You receive personalized attention and customization – nothing cookie-cutter!
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As far as we’re concerned, you’re never too small! We welcome all who need our help and feel honored to be a part of the team… even a small team!
Are you a solo small business owner? We’d love to work with you as well!
All that we require is that we would provide you with at least 8 hours of work per month. That’s it!
To talk with us about how we can support your unique needs, please reach out.
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Yes! Nothing makes us happier than seeing our clients succeed. As your business grows, CHE grows along with you and is equipped to manage the increased workload and responsibilities. We’ll seamlessly shift into new systems and processes AND use our expertise to strategize and share new recommendations that will benefit your expanding business.
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We’re happy to share that many of our clients initially had this same question – and were thrilled to discover that working with us is not only more affordable than they’d thought but, in several cases, cut costs significantly!
Of course, this will depend on your unique situation and business needs. We’d love to discuss this with you!
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This is a big one. We place the highest importance on cultivating genuine client partnerships built upon privacy, discretion and trust.
Our clients come to us because they value the unique services we provide – and know that they can trust us to carefully manage their finances while they focus on growing their businesses and nonprofits. They’re willing to hand off the financial day-to-day to us as a highly-trusted partner.
Some clients have come to us after having less than stellar experiences with other bookkeepers and accounting teams. We provide each and every client with the professionalism and security they need to confidently partner with us and build a strong long-term relationship.
We’ve built internal controls into our systems and processes to ensure that every detail is managed professionally and with the highest level of integrity. From segregating duties to designating day-to-day go-to team members, we’ve got you covered.
You can take a look at what our clients are saying about us or reach out to us to learn more.
