Our Services
Accounting Services for Non-Profits
Bookkeeping
Accurate and timely bookkeeping services to maintain detailed financial records.
Financial Statement Preparation
Preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for non-profits, including Statements of Financial Position, Activities, and Cash Flows.
Fund Accounting
Implementation of fund accounting systems to track and report on restricted, temporarily restricted, and unrestricted funds.
Grant Management
Comprehensive grant management services to ensure compliance with grant requirements, including tracking expenditures and preparing reports.
Budgeting and Forecasting
Assistance with creating detailed budgets and financial forecasts to support strategic planning and resource allocation.
Audit Services for Non-Profits
Financial Audits
Independent audits to provide assurance on the accuracy and completeness of your financial statements.
Compliance Audits
Audits to ensure compliance with federal, state, and local regulations, including Single Audits for organizations receiving federal funds.
Internal Control Reviews
Evaluation and enhancement of your internal controls to safeguard assets and ensure accurate financial reporting.
Donor Compliance Audits
Audits to verify that donor-restricted funds are being used in accordance with donor intentions and legal requirements.
Tax Services for Non-Profits
Form 990 Preparation
Preparation and filing of IRS Form 990, including Schedules and supporting documentation.
State and Local Filings
Assistance with state and local tax filings and compliance requirements.
Tax-Exempt Status Maintenance
Support with maintaining your organization’s tax-exempt status, including responding to IRS inquiries and audits.
Advisory Services for Non-Profits
Financial Health Assessments
Comprehensive assessments of your organization’s financial health to identify strengths, weaknesses, and areas for improvement.
Strategic Planning
Assistance with developing and implementing strategic plans to achieve your mission and goals.
Board Governance
Training and support for board members on financial oversight and governance best practices.
Operational Efficiency
Recommendations for improving operational efficiency and cost-effectiveness.
Specialized Services
Program-Specific Audits
Audits and reviews focused on specific programs or funding sources to ensure compliance and effective use of resources.
Performance Metrics
Development and analysis of key performance indicators (KPIs) to measure program effectiveness and organizational impact.
Endowment Management
Guidance on managing and reporting on endowment funds to ensure compliance with donor restrictions and prudent investment practices.
Risk Management
Identification and mitigation of financial and operational risks to protect your organization’s assets and reputation.
Why Choose Us?
Expertise and Experience
Non-Profit Specialists
Our team consists of CPAs and auditors with extensive experience working with not-for-profit organizations.
Proven Track Record
A successful history of helping non-profits achieve financial transparency, compliance, and operational efficiency.
Personalized Service
Tailored Solutions
Customized accounting and audit services to meet the specific needs and goals of your organization.
Dedicated Support
A dedicated consultant to provide personalized guidance and support throughout our engagement.
Comprehensive and Through
In-Depth Knowledge
In-depth understanding of non-profit accounting standards and regulatory requirements.
Detailed Review
Thorough review and analysis to ensure accuracy, compliance, and financial health.
Confidentiality and Security
Data Protection
Advanced security measures to protect your sensitive financial information.
Confidential Handling
Strict confidentiality protocols to safeguard your organizational details and financial data.
Get Started Today
Ensure your not-for-profit organization’s financial health and compliance with our expert accounting and audit services. Contact us today to schedule a consultation and find out how we can help you achieve your mission with financial confidence.
Achieve financial transparency and operational excellence with our comprehensive not-for-profit accounting and audit services. Let our experts provide the insights and support your organization needs to succeed.