Our Services

Customized Consulting and Tax Services for Not-for-Profit Organizations

Our Mission

Your goal is to serve specific public missions by attracting donors and improving your capability to wisely spend donors’ funds. Our goal is to help you to establish solid accounting and financial operations, internal controls, and tax compliance to meet your missions.

Our not-for-profit services team is a group of CPAs and not-for-profit auditors with extensive experience and expertise in not-for-profit accounting and tax. We have developed the following customized service and training to help not-for-profits strengthen accountability, governance and tax compliance:

Financial Tune-Up

This service is specifically designed to evaluate the current accounting operations and internal controls of the not-for-profit organizations. We will discuss with you the identified financial and control weaknesses, and provide you with customized solutions to strengthen your account reconciliations, accounting policies and procedures, financial management and reporting, and internal controls. We will help you keep abreast of the current accounting standards and guidelines.

Year-end A&A Tune-Up

This service is designed to help not-for-profits avoid year-end audit failure and stress. We will assist you with the preparation or review of the year-end audit schedules, reconciliations and adjustments, and with communications with your auditors throughout the entire audit process to reduce significant control weaknesses and audit adjustments, and to avoid audit misunderstandings and delays.

Outsourced Accounting, Controllers and CFOs

This service is designed for small not-for-profits that need a part-time, highly experienced controller or CFO. Some not-for-profits find it is more cost-effective to outsource the entire accounting department to manage the weekly accounting transactions, billings and collections, grant tracking, functional expense recording, cost allocations, cash management and projection, monthly financial closing, and preparation of monthly financial statements. If you would like to eliminate your time, efforts, and costs on hiring and training highly experienced accounting professionals, this might be the solution for you.

QuickBooks Design and Trainings

These services are designed to establish the most effective accounting system to keep track of government grants and allowable costs, functional expenses, restricted donations, cost allocations, and much more to meet your organization’s specific needs. We also provide periodic QuickBooks assessments and trainings.

Leaders’ Education

This service is designed to help not-for-profit management and board members to improve an understanding of financial data, accounting standards and guidelines, internal controls, governance requirements, and tax compliance rules and regulations.

Tax Return Preparation

We are specialized in Form 990 preparation. We understand the intent and impact of 990 questions related to governance, the functional expense reporting requirements, the public support test for maintaining tax exempt status, and much more.

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