Nonprofit Accounting & Compliance

For small and growing nonprofit organizations.

• Fund and grant tracking
• Compliance support
• Assistance with Form 990 preparation
• Internal control and reporting guidance

Outcome: Accurate reporting and confidence in compliance obligations.

Bookkeeping & Financial Reporting

For nonprofits and small businesses needing dependable ongoing support.

• Monthly bookkeeping
• Bank and credit card reconciliations
• Accounts payable/receivable management
• Financial statements preparation

Outcome: Clean books and timely financial insight.

Tax Preparation & Advisory

For individuals, organizations and business owners seeking reliable tax compliance.

• Federal and state tax return preparation
• Tax planning support
• Guidance on filing and entity requirements

Outcome: Accurate filings and informed tax decisions.

Catch-Up & Clean-Up Accounting

For organizations that have fallen behind on their bookkeeping.

Outcome: Organized, compliant records ready for reporting or tax filing.