Non-Profit Organization Services

          Transparency, Accountability & Governance

We can help maintain your non-profit organization’s tax-exempt status by handling all of your monthly and quarterly financial accounting, as well as yearly reporting needs (Form 990).  Because the IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status, it is a good practice to develop your accounting systems around your revenue and expense classifications. Working with our team you will find comfort knowing your organization would be always in compliance as we are driven towards your mission and goals. Additionally, we emphasize regular meetings with management teams, discussing financial objectives and progress.

The following services are offered:

Design, install, and maintain your accounting system

Monthly/quarterly compilation of your financial statements

Record and track restricted funds

Budget to actual reports

Bi-weekly, semi-monthly or monthly payroll preparation

Audit support (A-133| A-122| A-110)

Bookkeeping services

Interim CFO staffing

Customized funder reports

Implementation of  effective budgeting practices

Training for your accounting personnel

Preparation of schedules for your annual 990 tax filing

Review your initial start-up documentation, including incorporation and form 1023