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
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
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.