Our services
Accounting and reporting support for the people who keep a nonprofit’s mission moving.
How we can help
Nonprofit leaders need useful financial information for everyday decisions, board oversight and outside reporting. We bring attestation, tax preparation and accounting services together around the organization’s records, requirements and goals.
Discuss an Audit, Review, Compilation or Agreed Upon Procedures engagement when a board, grantor, lender or other stakeholder requests financial reporting. These engagements have different purposes and assurance levels; we help clarify what is being requested before the work starts.
Review the organization’s annual federal filing responsibilities, including the applicable Form 990-series return or notice where required. The appropriate filing depends on the organization and applicable exceptions. We can also discuss related state reporting and other tax preparation needs within the agreed scope.
Monthly bookkeeping, reconciliations, write-up work, payroll support and QuickBooks assistance can help maintain dependable records. We discuss how contributions, program activity and restrictions are tracked so reports support both management and the preparation process.
Useful reports help leaders follow cash activity, compare results with the budget and ask questions about programs and resources. We discuss the reporting the organization needs and the records behind it, rather than assuming a single format fits every nonprofit.
We start with the organization’s filing and reporting needs, confirm the services to be provided and identify the information required. A tax-exempt organization may still have annual filing responsibilities. Contact the team early if returns are missing or a notice has arrived so the situation can be reviewed.
Whether the immediate need is better monthly records, an annual return or an assurance engagement, the first step is a clear scope and a practical information request. Karen can discuss which services fit the organization’s needs and timing.
More ways we can help
