Non-Profit Organization Services

Transparency, Accountability & Governance

We can help maintain your non-profit organization’s tax-exempt status by handling all of your monthly and quarterly financial accounting, as well as yearly reporting needs (Form 990). Because the IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status, it is a good practice to develop your accounting systems around your revenue and expense classifications. Working with our team you will find comfort knowing your organization would be always in compliance as we are driven towards your mission and goals. Additionally, we emphasize regular meetings with management teams, discussing financial objectives and progress.

The following services are offered:

  • Design, install, and maintain your accounting system
  • Monthly/quarterly compilation of your financial statements to include the (1) Statement of Financial Position, (2) Statement of Activities(cost allocations by program, grant, or contract), (3)Statement of Functional Expenses and Revenue support schedules
  • Record and track restricted funds
  • Budget to actual reports
  • Bi-weekly, semi-monthly or monthly payroll preparation
  • Audit support (A-133| A-122| A-110)
  • Bookkeeping services
  • Interim CFO staffing
  • Customized funder reports
  • Preparation of financial reports for your board of directors (specialized format)
  • Implementation of  effective budgeting practices
  • Training for your accounting personnel
  • Preparation of schedules for your annual 990 tax filing
  • Review your initial start-up documentation, including incorporation and form 1023

Resources:

Stay up to date with non-profit regulations: www.councilofnonprofits.org/

Non-Profit news and trends: www.philanthropy.com

Seeking additional guidance/information on grant writing and philanthropy check out: www.foundationcenter.org

Looking information on IRS tax filings from nonprofit organizations, check out: http://www.guidestar.org/

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