Accounting & Bookkeeping Services

What Do We Offer?

Audit & Review Preparation

  • Prepare yourself for audits and ensure financial regulatory compliance across your operations.

Payroll Management

  • We handle payroll, employee benefits, and other human resources functions such as onboarding new clients for small and medium-sized businesses.

Financial Statement Preparation

  • In addition to maintaining your books up to date, we’ll make sure that your financial statements are prepared in accordance with GAAP, or generally accepted accounting principles for purposes of reporting to interested parties such as grantors, donors, lenders and/or other interested parties.

Preparation of Tax Returns

  • We will timely prepare and file the appropriate IRS Form 990 (i.e., 990, 990EZ or 990N) in order for you to maintain your nonprofit status.

Accounting Policies and Controls

  • Protect your nonprofit’s assets with a set of properly designed accounting policies and an adequate system of internal controls.
  • Despite your “Nonprofit” status, you have a risk of loss or your entity may be a target of theft or malfeasance.

Full Bookkeeping Services

  • Start up and onboarding services to get you on track.
  • Utilizing the latest accounting management software, we will keep track of all of your transactions and prepare periodic financial reports.
  • Assistance with the preparation of administrative and program budgets.
  • Cash flow projections.
  • Maintenance of Accounts Payable and Accounts Receivables.
  • Periodic meetings to review performance to date and against budgets and goals.

CFO Outsourcing Services

  • We offer the experience and expertise of a high-end CFO without the in-house cost—salary, benefits, and bonuses—of a full-time CFO.
  • Services include fiscal management, grant management and many other functions all rolled up into one.

Financial Investigations

  • Our team will assist in answering hard questions and resolving financial irregularities stemming from current or past management.
  • Full forensic accounting services include a suite of forensic technology services (imaging and recovering data from computers; email reviews, etc.).