Our Services

Specialized accounting, tax compliance, and strategic leadership, perfectly configured for the operational demands of your organization.

Fractional CFO & Advisory

Elevate your organization's financial strategy with executive-level financial leadership without the full-time overhead cost. We partner with your executive director and board to ensure absolute fiscal integrity.

  • Strategic Budgeting: Comprehensive creation and variance reporting.
  • Cash Flow Forecasting: Predictive modeling for financial stability.
  • Board Presentations: Clear, actionable financial digests for stakeholders.
  • Grant Management: Tracking and allocating restricted funds effectively.
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Tax & Compliance

Navigating nonprofit tax law requires specialized expertise. We protect your tax-exempt status by ensuring meticulous compliance with all IRS and state regulations.

  • Form 990 Preparation: Accurate filing of 990, 990-EZ, and 990-N.
  • State Filings: Managing charitable solicitation registrations.
  • Tax Exemption Applications: Assisting with 1023 processes for new entities.

Client Accounting Services (CAS)

Accurate, timely, and fully transparent accounting. We maintain your monthly, quarterly, and annual ledgers so your operations never skip a beat.

  • Month-End Close: Routine, rigorous reconciliation of all accounts.
  • Accounts Payable/Receivable: Processing vendor payments and tracking pledges.
  • Financial Tech Stack: Setup and optimization of cloud accounting systems.

Payroll Processing

Accurate, compliant, and seamless payroll administration optimized specifically for your team.

  • Automated Processing: Direct deposit and tax withholdings.
  • Compliance: W-2 and 1099 generation and filing.
  • Benefits Integration: Managing deductions accurately.