Non-Profits

Consulting
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Financial operations consulting
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Advisory services for financial governance and accounting matters
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Financial modeling and forecasting - Building tools and models that meet your needs
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Setting up and consulting on financial operations of new start-ups or well-established operations
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Ministers housing allowance consulting
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Budgeting best practices for churches and non-profits
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Consulting for traditional CFO/Controller activities and responsibilities
Bookkeeping & Accounting
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Bookkeeping services for Quickbooks Online and Aplos.
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Accounting Projects including setting up or cleaning up your accounting
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Accounting projects including cleaning up the general ledger or restructuring your chart of accounts
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Setting up the chart of accounts and financial reporting for new startups
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Fund accounting advisory services
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Setting up new accounting software and consulting on software transitions
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Designing and formatting financial reports to provide management with useful information for their decision-making needs


Regulatory Filings
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Exempt organization filings - Federal and State (i.e. Form 990)
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Property tax, sales tax, and payroll tax consulting and training