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NonProfit: Services

We provide comprehensive accounting services and fiscal management advice needed by most nonprofit organizations. Engagements are tailored to meet the organization's needs and goals.

We can help. Contact us if any of the following describes your organization's current situation or its goals:

• Wants to streamline its accounting, recordkeeping and reporting systems
• Plans on growing
• Has, or plans on, multiple programs
• Receives different types of donations
• Has multiple funding sources
• Must meet grant compliance requirements
• Values accounting information and uses it as a decision-making tool
• Has an active board of directors and an involved finance committee
• Has clear organizational and program goals
• Strives for the highest levels of performance, accountability, openness
   and transparency in meeting its fiduciary responsibilities

Examples of services and custom training for non-profits are listed below:

• Financial literacy training for boards and staff
• Audit and financial committees skills training
• Creating a culture of fiscal accountability and integrity
• Financial reporting and use of financial reports
• Recordkeeping and filing requirements
• QuickBooks set-up and training
• Net asset accountability, overhead allocation and fund-raising
• Assistance with strategic planning, establishing goals and budgets
• Accounting for taxable aspects of organization’s activities
• Grant reimbursement requests
• Financial systems set-up for new organizations

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