What We Do

Accounting, Bookkeeping and Human Resources Services for Nonprofits

We provide a wide range of customizable services for nonprofits, charities, foundations and all mission driven organizations to allow you to focus on your mission and providing services. We only work with nonprofit organizations and our founder and managing director is a Certified Public Accountant (CPA) who has over 20 years of accounting/bookkeeping, audit, tax and consulting experience with the majority of his career in the nonprofit sector.

We can provide support from a one-time project to a fully-outsourced accounting, bookkeeping, human resources, tax preparation, payroll and IT solution for your team.

    • Coaching and ongoing resource for Executive Directors, Board of Directors, Finance Directors and Accounting Staff
    • Preparation of monthly financial statements
    • Full cycle remote accounting and bookkeeping
    • Recruiting and human resources services
    • Payroll processing
    • Preparation of employee policies, procedures and manuals
    • Grant budget preparation and management
    • Implementation of Cloud Based Accounting System
    • Design and implementation of internal control systems
    • Review of chart of accounts
    • Audit, review and tax preparation
    • Preparation of dashboards and reporting for Board of Directors
    • End of Year-Reporting (1099s, W2s)
    • Tax Preparation: Form 990, Form 990 EZ, Form 990 PF and State tax returns
    • On and off-site IT services

Director of Finance and CFO Services

We provide short-term to long term Director of Finance and CFO Services for small to medium-sized nonprofits, charities and foundations.

These engagements can range from one month to ongoing part-time Director of Finance and CFO services.

For nonprofits that have never had a Director of Finance or CFO, we can do a needs assessment of the skills set that DOF or CFO will need working with the Executive Director, Management Team. Development Team, staff and Board of Directors over several weeks to months, craft a job description and can also assist you with recruiting the perfect person to support you.

We can do an evaluation of your accounting systems, internal control systems, grant and restricted income tracking systems, assist with a retool of your grant budget proposal and reporting templates, develop metrics and dashboard report and review other key reporting systems.

Tax Preparation and Consulting

Our firm provides a wide range of tax preparation and consulting services to nonprofit organizations, charities and foundations that include:

  • Preparation of Internal Revenue Service (IRS) Form 990, 990EZ, 990PF, 990-T
  • Preparation California Forms 199 and RRF-1 as well as returns required by other states
  • Preparation of IRS Form 1023 and full support to apply to the IRS for approval of nonprofit status for a new nonprofit
  • Preparation of related state applications for approval of newly formed nonprofit organizations to be exempt from taxes on revenue and to be eligible to fundraise in the state
  • Ongoing support for payroll, nonprofit and other tax related items