WHAT WE DO
Comprehensive Services for Nonprofits
From day-to-day accounting to strategic advisory, we provide the expertise and guidance you need to keep your mission moving forward.
Specialized, Cost-Effective Nonprofit Accounting Services—Built Around Your Mission
We are dedicated to providing nonprofits with professional, personalized accounting, tax, and financial guidance tailored to their unique needs. We believe strong financial management starts with understanding your organization, your goals, and the mission you serve.
As a specialized CPA-led firm, we combine nonprofit expertise with the personal attention and responsive service that smaller organizations value. We build long-term relationships with our clients, providing practical guidance, dependable support, and cost-effective solutions without the overhead of a large firm.
Our goal is to help your organization strengthen its financial foundation, operate more efficiently, maintain compliance, and make informed decisions—so you can dedicate more of your resources and energy to advancing your mission.
Services
Part-Time CFO & Financial Advisory
Strategic financial guidance without the cost of a full-time CFO.
- Financial planning and budgeting
- Financial analysis and recommendations
- Scenario planning and financial modeling
- Cash flow forecasting and management
- Budget development and ongoing monitoring
- Financial decision support for leadership
- Long-term financial sustainability planning
Accounting & Month-End Close
Accurate, organized accounting that gives your organization a reliable financial foundation.
- Day-to-day bookkeeping and accounting oversight
- Bank and credit card reconciliations
- Accounts payable and accounts receivable
- Payroll accounting
- General ledger review and cleanup
- Journal entries and account adjustments
- Monthly and year-end close
- Tracking of programs, funds, and restricted activity
- Financial recordkeeping and documentation
Grant Management & Reporting
Strengthen accountability and make it easier to manage restricted funding and meet grant requirements.
- Grant budgeting and financial tracking
- Restricted and donor-designated fund tracking
- Monitoring grant-related expenses
- Grant financial reporting
- Supporting documentation for funders
- Financial information for grant proposals
- Program and funding reports
- Ad hoc financial reports and analysis
Financial Reporting, Analysis & Board Support
Turn financial information into meaningful insights for leadership and your board.
- Monthly and quarterly financial reporting
- Statement of Financial Position and Statement of Activities
- Statement of Cash Flows
- Statement of Functional Expenses
- Budget-to-actual reporting
- Variance and trend analysis
- Program and fund-level reporting
- Cash flow and financial performance analysis
- Board and Finance Committee reporting
- Board meeting attendance and financial presentations
- Financial training and education for board members
Form 990 & Nonprofit Tax Compliance
CPA-led nonprofit tax preparation designed to help your organization meet its annual filing and compliance responsibilities.
- Form 990, 990-EZ, and 990-N preparation and filing
- Applicable Form 990 schedules, including Schedules A, B, C, D, G, I, J, L, M, and O
- Review of financial information for consistency with the Form 990
- Unrelated business income and Form 990-T considerations
- Nonprofit tax compliance and filing support
- Year-end tax reporting coordination
Policies, Procedures & Internal Controls
Build practical systems that protect your organization and support good financial stewardship.
- Accounting policies and procedures
- Financial process design and documentation
- Expense and reimbursement procedures
- Purchasing and approval processes
- Cash management controls
- Segregation of duties
- Payment and authorization controls
- Bank reconciliation procedures
- Recordkeeping and documentation standards
- Internal control assessments and recommendations
- Financial risk and process improvement
Audit Readiness & Year-End Support
Be prepared for your audit or financial review with organized records and a smoother process.
- Audit preparation and planning
- Account reconciliation and cleanup
- Audit schedules and supporting documentation
- Grant and restricted-fund documentation
- Fixed asset and other supporting schedules
- Preparation for auditor requests
- Coordination with external auditors
- Assistance with audit adjustments and follow-up
- Improving processes for future audit cycles
Supporting Your Mission Through Stronger Financial Management
Nonprofit finances are more than bookkeeping. They involve stewardship of donor funds, grant compliance, financial transparency, board accountability, tax compliance, and the systems needed to support your mission.
We work alongside nonprofit leaders to bring clarity to the numbers, strengthen financial processes, maintain compliance, and provide the information needed to make confident decisions.
Our Goal is Simple
To give you a stronger financial foundation so your organization can stay focused on the people and communities you serve.
Let’s Build a Stronger Financial Foundation Together
Whether you need ongoing accounting support, Form 990 preparation, grant and fund accounting, financial reporting, or strategic financial guidance, we’re here to help.
Let’s start with a conversation about your organization and where you need support.
