Accounting, Bookkeeping & Financial Consulting

• Outsourced Accounting & Financial Consulting – Augmenting existing personnel or completely outsourcing an entity’s complete accounting and financial needs.
• Financial Statement Compilations – Preparation of financial statements from bookkeeping records, using Generally Accepted Accounting Principles (GAAP).
• Loaned Staff Accounting – Providing an experienced accountant to augment a temporary need in an organization’s exiting accounting department.
• Internal Control Documentation – The design and description of appropriate financial controls for nonprofit organizations.

Tax Exempt Return Preparation & Consulting

• Tax Exempt Return Preparation – Preparation of annual filings required by IRS and state tax exempt organizations.
• Tax Exempt Return & Appeal Representation – Representing clients before the IRS and other government entities in tax exempt return dispute matters.
• Tax Advising – Advising on matters concerning preservation of tax exempt status, unrelated business taxable income, planned giving and various other matters.