Our Process

Nonprofits and small businesses excel because of our detail-oriented processes.

Our Process

Our refined process streamlines financial processes and expedites a sound financial future.

Discovery Call

First, we want to understand your accounting needs, business goals, and challenges. We'll listen carefully to ensure we align our services with your vision for success.


Next, we'll gather essential information, set up accounting systems, and establish smooth communication channels for seamless, effective collaboration.

4 Step Process:

  1. Kickoff Call
  2. Software Setup & Training
  3. Process & Workflow Optimization
  4. System Stabilization

Intentional Meetings & Support

We'll conduct regular meetings to discuss financial performance, offer valuable insights, and address any ad-hoc projects that arise, ensuring financial excellence at every step.

Intentional Meetings:

  • Fund Development
  • Financial Statement Review
  • KPI Review
  • Forecasting
  • Resource Planning

Our Profit-Focused Approach

We’ve worked remotely with nonprofits and small businesses all over the United States. Our approach of profit-focused accounting allows us to cater our services to the needs of individual organizations.

Erin Busch, founder of Wildflower Composers, rests her hand on her face as she smiles at the camera.

A Velu Success Story

“Velu provided me with completed accounting books in QuickBooks Online & created helpful PDF tutorials that I have saved and can reference going forward. After I tried to input some sales & expenditures on my own and ran into some questions, I reached out to Tyler and he set up a Zoom for us right away.”

Erin Busch, Founder 
Wildflower Composers – Philadelphia, PA

Ready to take the first step?

Explore how Velu’s accounting and bookkeeping services can support your organization’s growth.