Serving Our Community
We have been serving non-profits and small businesses for over 30 years, as auditors, accountants, Board members, and CFOs. Our team includes experienced professionals to provide the expertise that you need.
Our Accounting & Advisory Services
Accounting Services
Accounting Services
Accounting Services
- Accounting: Posting, preparing, or assisting with daily and weekly transactions
- Reconciling: Accurate financial reports require that all accounts are reconciled every month, including banks, PayPal, Stripe, and other accounts.
- Payroll: Managing payroll and payroll taxes and reporting
- Monthly & Quarterly Reporting: Preparing custom reports for YOUR needs
Advisory
Accounting Services
Accounting Services
- Nonprofit GAAP: Following specific nonprofit accounting rules for contributions, restricted funds, in-kind contributions, government funds, and other requirements
- Reporting: Helping management and directors make informed decisions
- Meetings: Attending your Board and Committee meetings to guide all members of your leadership team
- Human Capital: Guiding hiring, compensation, and employment practices.
Annual Reporting and Compliance
Annual Reporting and Compliance
Annual Reporting and Compliance
- Audit: Helping you prepare for your annual audit and coordinating with your auditor.
- Tax: Gathering the required information for your tax preparer or we can prepare your exempt organization tax returns.
- Budgets: Supporting the preparation of your annual budget, budget by program or grant, budgets for grant applications.
System Design and Integration
Annual Reporting and Compliance
Annual Reporting and Compliance
- Accounting in QuickBooks Online or Desktop
- Payroll in QuickBooks, Gusto, or ADP
- Timekeeping with Tsheets
- Accounts Payable Management in Bill.com
- Consolidations in Syft
- Hiring: Using Indeed and Good Hire to develop good hiring practices.
- Need a new solution? We can help!
Certifications
