WHAT WE DO.

 

 

 

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?

 

We get that and we want to help.
a-s
Accounting Services

Bookkeeping
– QuickBooks Desktop
– QuickBooks Online
Report preparation for grants and claim forms
Payroll
Exempt Organization Tax Returns
Exemption Applications
Policies and Procedures
Prepare for audits
CFO – Part-time, interim, or emergency basis

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c-s
Consulting Services

CEO/CFO support
Board training
Nonprofit financial guidance
Internal Control recommendations
Finance task assessments
Interim services, interim CFO
Post-fraud investigation

p-s
Productivity Services

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

 

Solutions
– Online time reporting
– Online payment processing
– Automated employee mileage
– Mobile expense tracking
– Digital document storage

np-s
Non Profit Services

Board Member
Partnerships with Industry
Vice-Chair 2012-current
www.pwiworks.org

 

Nonprofit Management Solutions
Treasurer
www.npsolutions.org

 

San Diego Blood Bank
Audit Committee Chair
www.sdbb.org

 

National Foundation for Autism Research
Treasurer
www.nfar.org

 

 

Nonprofit Co-Founder
SPORTS for Exceptional Athletes, 2006-2010
Founding Treasurer & President
www.s4ea.org