Services

Our Goals

Our overall goal is to provide financial expertise to support nonprofit organizations and the communities they serve by improving financial literacy, accuracy & reporting

Bookkeeping & Accounting

Our firm provides expert level monthly accounting services exclusively to nonprofit organizations that serve communities with missions in a variety of issue areas. We focus on audit readiness and GAAP (Generally Accepted Accounting Principles) compliance. Monthly minimums do apply.

Consulting

As specialists in the nonprofit arena, we offer a variety of consulting services exclusively to nonprofit organizations. Some examples of consulting services we offer include:

  • Conducting financial assessments
  • Designing internal controls (including segregation of duties)
  • Custom financial policies & procedures manuals
  • Trainings
  • Custom reporting

Government and Other Grant Reporting 

Compliance with funder requirements is critical for ongoing funding to ensure the sustainability of a nonprofit organization. Our team can assist in structuring your accounting system to allow for streamlined, semi-automated and accurate grant expense tracking. Our team is experienced in preparing grant reports for nonprofit organizations that adhere to OMB circular requirements. 

990 (Tax)

Our firm prepares and e-files the required 990 information return for nonprofit organizations. As an expert in the field of nonprofit accounting we work to ensure that your 990 is completed accurately and tells your story to potential funders.

We prepare 990N, 990EZ and 990 (not 990PF). We work largely with 501C3 public charities nonprofits, but do also prepare forms for 501C4 and 501C6.

  • 990N – Your organization reported gross revenue less than $50,000
  • 990EZ – Your organization reported gross revenue between $50,000 and $200,000, Total assets less than $500,000
  • Full 990 – Your organization reported gross revenue greater than $200,000

Audit & Review Prep

Our team has a background in performing audits and reviews. Although we no longer offer these assurance service, we are skilled at helping nonprofit organizations with year-round processes to ensure compliance with Generally Accepted Accounting Principles (GAAP) which is paramount for successful audits and reviews.

Sign up to be the first to know about our accounting services and updates

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form