Meaningful, well-organized financial records ensure that your business operations run more efficiently on a daily basis and are the foundation of a successful organization. Our qualified team members can assist you with the day-to-day tasks associated with bookkeeping tailored to your specific needs. We are always looking to improve bookkeeping processes and take the related administrative burden off of your team, so you can focus on your programs and impact.

We can assist in the preparation of your financial statements for internal use and provide a deeper understanding of your organization's financial position. Financial statements can be daunting—we aim to make them approachable and useful. These statements are an essential tool for management, and we want you to feel empowered and comfortable in any decision making process.

Forecasting is a necessity when trying to effectively manage and lead an organization. From simple projections to complex financial modeling, our experienced team members can assist you. We enjoy building custom reports, streamlined budgeting processes, strategic planning models, and more! Whether its a one-time project or an ongoing process, we will help build the tools to support your needs and your approach.

A nonprofit can be meeting financial targets and still run into trouble due to cash flow issues. We can forecast and evaluate your organizations’s financial condition, estimate cash flow requirements, and track cash-flow sources and uses. We want to keep the cash flow questions from hanging over your head, and we will give you a realistic, up-to-date understanding of where your organization stands.

Do you dread the annual filing of the Form 990? We are of the rare few who love to work on these returns and have years of experience doing so. Perhaps you've been filing a 990-N (e-postcard) but now need a Form 990-EZ or full Form 990. Or maybe you want to improve the presentation of your Form 990 for marketing purposes, making it more appealing to potential donors. Or perhaps you're behind on filing and are worried about losing your tax-exempt status. Whatever the case may be, we're here to help!

If there's something specific you and your team need help with but it isn't listed above, reach out and let us know what you are looking for. If we aren't the right fit, we'll help point you in the right direction.