Non-Profit Services

Not every CPA firm understands the unique needs of a non-profit organization when it comes to accounting, advising and taxes like we do. That is why we offer our non profits clients a full service array of offerings. Let us provide the financial consistency your organization needs even when your Treasurer position is constantly changing.

With multiple CPAs on staff, you have access to over 50 years of tax and accounting expertise working on your behalf.  Our CPAs collaborate to make sure each client not only receives the best advice but also the most timely and accurate work product. For those who appreciate working face to face, we have multiple office locations for your convenience.  If you prefer to work with us remotely, we utilize the latest technology advances to promote greater client communications and collaboration.  We offer secure file uploads, remote screen sharing, video conferencing, shared QuickBooks file hosting and paperless delivery.

Keeping your information private and secure is our top priority. We invest in the latest cybersecurity products and have a dedicated staff that works tirelessly to ensure your information is protected.  Unlike many other accounting firms, our clients’ tax files are never stored in the cloud.

Tax Preparation

Let this be a tool to showcase the organization. We view the tax return as an effective tool in soliciting donations and securing grants. We take this as an opportunity to promote the organization’s devotion to its mission by presenting details of annual achievements and operational strengths through policies and procedures.

Accounting & Bookkeeping Services

Accurate, affordable, and tailored to your organization’s needs. We have developed efficient transaction processing systems that make our services very cost effective. One of our CPAs will review your books and provide you with an essential set of financial statements so the Board can make informed decisions for the organization.

Payroll Services

Pay employees with confidence. Our payroll team is overseen by CPAs. We pride ourselves in being accurate and knowledgeable, but most importantly, we are available when you have a question.

Financial Statements

Instill confidence with donors, lenders or grantors by providing Certified Financial Statements signed by a Public Accountant. Sometimes required for compliance reasons, financial statements convey the integrity of the organization.

Advisory

Our most valued service is advisory. We thoroughly enjoy working closely with organization’s finance committee to guide members through the complexities of financial reporting and operational concerns.