our services

Consulting

  • Nonprofit start-up
  • Accounting system design
  • QuickBooks
  • Accounting policies & procedures
  • Cost allocation plans
  • Budgets
  • Compliance requirements

Accounting

  • Routine bookkeeping
  • Payroll
  • Year-end close

Audit preparation

  • Internal control documentation
  • Account reconciliations
  • Audit schedules preparation
  • Closing journal entries
  • Financial statement preparation

Training

  • Conference and classroom presentations
  • Customized workshops for your board or staff
  • Individual training for bookkeepers, financial managers, and treasurers

Tax preparation and advice

  • Form 990-EZ and Form 990
  • Form 1023 (Application for Recognition of Exemption)
  • IRS compliance

Financial statement services

  • General ledger review
  • Reports for management use
  • Compilation or review for external use

Custom procedures

  • Examination of grant transactions
  • Review of expense allocations
  • Other agreed-upon procedures