Naturally, accounting, bookkeeping and tax are the main services we offer. More importantly, we seek ways to make your accounting better and your life easier. We guide nonprofits through accounting decisions regarding systems, processes, controls, and reporting. For some, it’s an annoying task that wastes time and keeps you from what you want to do or should be doing to grow your program or business. For others, accounting is intimidating, “Did I do this right?” or “What questions will my Board members or Auditor or Tax Accountant have?
– QuickBooks Desktop
– QuickBooks Online
Report preparation for grants and claim forms
Exempt Organization Tax Returns
Policies and Procedures
Prepare for audits
CFO – Part-time, interim, or emergency basis
Nonprofit financial guidance
Internal Control recommendations
Finance task assessments
Interim services, interim CFO
Paperwork is the biggest time-waster in most nonprofits and businesses. This is especially true in the accounting function.
Fortunately, there are many tech solutions to help reduce the time spent on paperwork, are easy to use, and cost effective.
Let us work with you to explore and implement these solutions.
– Evaluating and selecting solutions
– Setup, format, and customize
– Provide training for staff and volunteers
– Online time reporting
– Online payment processing
– Automated employee mileage
– Mobile expense tracking
– Digital document storage
Partnerships with Industry
Nonprofit Management Solutions
San Diego Blood Bank
Audit Committee Chair
National Foundation for Autism Research
SPORTS for Exceptional Athletes, 2006-2010
Founding Treasurer & President