Let’s Take Your Organization To The Next Level

Our proven three step method will take your organization to the next level.

1

Clean-Up & Set Up

First, we examine the books and develop a clean up plan, get it up to date, and establish your accounting foundations.

2

Processes & Procedures

Next, we implement our accounting processes and procedures to streamline our communication and service delivery.

3

Management & Growth

Lastly, we manage the accounting to help you grow your business on the back end so you can focus on growth on the front end.

Additional Services

If needed, we can add these additional services to meet your needs:

Bookkeeping

Handling all the bookkeeping and reporting for your Non-Profit to ensure accuracy and compliance.  

Tax Preparation

Preparing your 990 for tax compliance and future funding endeavors.  

Payroll

Managing all payroll functions for your Non-profit staff

Monthly Reporting

Preparing and analyzing monthly reports for Board meetings

Yearly Budget Analysis Reporting

Preparing and analyzing a budget vs. actuals report for future planning

Audit Assistance

Assisting with yearly audits

Why it works

Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping non-profit organizations, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.

Book a strategy session