Services

We provide a wide range of services for non-profit organizations.

Audit, Review, Compilation

We provide timely, detailed, and quality results with reasonable cost. Specializing in non-profit audits, reviews, and compilations we support our local organizations.  

Accounting Services

  • General ledger and financial statement preparation

  • Bookkeeping (Monthly, quarterly, or annual)

  • Accounting system setup and support

  • Payroll processing

  • Cash flow budgeting and forecasting

Tax Management Services 

We guide our clients through a full range of tax services for non-profit organization. We advise our clients on tax reporting and preparation decisions with strategies that will keep your organization on track and on time.

Form a nonprofit

  • Incorporate a nonprofit organization

  • Prepare & file form 1023 with IRS

  • Register a nonprofit with state

  • Obtain a Federal Employer Identification Number (EIN)

  • Obtain Quick Books online for a nonprofit through TechSoup.org

  • Create chart of accounts and set up bank and credit card connections in Quick Books

  • Coach the organization on how to use Quick Books

Book a Consultation

We’ll prepare a proposal and walk you through every step of the process.