Non-Profit Reporting & Accounting Are a Big Responsibility!
We help organizations take care of the funds entrusted to them so they can focus on making the world a better place.
Many of our non-profit clients came to us with a strong desire to keep their finances above reproach. They wanted to control their financial picture from beginning to end. They wanted external accountability, but they weren’t sure if they could afford it. They had questions they didn’t know how to answer such as:
Is there a better way to setup QuickBooks for non-profits?
How can we better protect against fraud?
Are we under budget?
Are we reporting to our donors and board correctly?
Do we need outside accountability?
Is the organization profitable?
You may be asking some of the same questions. We understand how difficult it can be to manage your books and grow your mission at the same time. We have guided hundreds of non-profits organizations through these questions and concerns. We empower them to take control of their finances, without breaking their budget.
Our Non-profit Accounting Services
As a non-profit organization, you have a huge responsibility. Your donors have entrusted you with their money out of the goodness of their hearts. We understand this is not a responsibility to take lightly. With that in mind, we provide the following non-profit tax and accounting services.
- Bookkeeping and Payroll – Get an objective third party to oversee your finances. Separate the financial duties from those in charge and provide extra peace of mind to your donors.
- Form 990 Preparation – You are required to let the IRS know what you are doing your funds. We have decades of experience preparing the necessary forms and schedules for the IRS.
- Financial Control Consulting – Maintaining control of your financial information can be a daunting task – especially with a staff that changes periodically. It is critical to have well defined processes to follow. We will thoroughly review your internal controls and provide clear suggestions to improve your financial control.
Not sure where to begin? We have found that for many non-profits, a small investment can make a big difference. Start with a free consultation to see how we can help you make a bigger impact.
What Makes Us Different?
Always Available
We are available when our clients need us. We respond to calls and emails within 24 hours (48 in tax season).
Long-Term Relationships
Whether you are working through an audit or have a simple question, we are here to help you succeed in the long run.
Strategic Planning
We develop personalized plans that help our clients meet their immediate and long-term financial goals.
Our Commitments to You
Your Passion Is Ours
We love to partner with non-profit organizations, because it gives us an opportunity to use our God-given abilities to help your mission.
No Surprises
We set clear expectations for how much our work will cost and when it will be finished. If anything changes, we keep you notified.
We've Got Your Back
Just in case, we store digital copies of all client documents. And, with our secure client portal clients can access their files at any time.
Respect Your Time
Your time is valuable and we don’t intend to keep you waiting. We will see you within 10 minutes of your appointment time.
Review, Review, Review
Accuracy is just as important to us as it is to you. That is why every tax return is viewed by three sets of eyes before it is filed.
Our Mistake = Our Responsibility
Even with safeguards in place mistakes can occur. If they do, we cover all penalties and interest. And we'll amend all returns free of charge.
Join Our Happy Non-Profit Accounting Clients
See why our clients trust us to oversee their their financial responsibility.
We appreciate having someone whom we can trust handle our financial affairs.
They do what they say they will do and in a timely manner.
Now I have peace and confidence that I have a good CPA that takes care of me.
Take care of the funds entrusted to you so you can make the world a better place.
1. Connect
Get in touch with us to schedule a free consultation.
2. Discuss
Let’s talk over your current needs and your goals.
3. Plan
We’ll present a plan (with fees and timeline) that is tailored to your situation.
4. Relax
We’ll handle your reporting and accounting so you can focus on your mission.