Professional Services
Strategic financial oversight designed for the impact sector.
Tax & Audit Readiness
Ensuring clean books and total transparency for donors and regulators.
Exempt Tax Returns
Full preparation of Form 990 Series and state filings.
Audit Readiness
Expert PBC list management and audit liaison services.
Exemption Support
Assistance with Federal Form 1023 and state equivalents.
IRS Letters
Direct advocacy and responses to regulatory inquiries.
Fractional CFO
Long-range strategic planning and managing finances to meet mission goals.
Board Training
Teaching Board members to interpret data and fulfill fiduciary duties effectively.
Custom Reporting
Grant tracking, functional expense allocation, and visual dashboards.
Budget Preparation
Annual budgets, grant applications, and cash flow forecasting scenarios.
Leadership & Strategy
Bridging the gap between balance sheets and boardroom action.
