Services

Nonprofit Startup

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•Develop a Statement of Purpose

•Articles of Incorporation

•Prepare Bylaws

•Obtain an Employer Identification Number (EIN) for the organization

•Prepare Minutes of the First Meeting of the Board of Directors

Prepare and submit IRS Exemption Application 501(c)(3)

•Create a 3-year Budget

•Provide board training

•Review and compile financial statements

MANAGEMENT CONSULTING

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 · Policies and Procedures

· Corporate governance

· Operational efficiency

· Enhancement of financial reporting

TAX SERVICES

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  • Individuals
  • Small Businesses
  • S-Corp
  • C-Corp
  • Nonprofits (990N,EZ,T)

FINANCIAL MANAGEMENT/ CFO SERVICES

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· Outsourced CFO Services

· Financial forecasting

· Periodic Financial Reporting and Analysis

· Operational and Program Budgeting

· Cash Flow Analysis and Forecasting

BOOKKEEPING & ACCOUNTING

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  · Financials statements preparation 

· Accounts Payable

· Accounts Receivable

· Payroll Preparation and Posting

SEMINARS & TRAINING

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· Bookkeeping and QuickBooks

· Fraud Prevention and Detection

· Board Training on Financial Statements and Fiduciary Responsibilities

· Nonprofit Sustainability and Financial Reporting and Planning

· Grant Reporting and Allocations

· Nonprofit Compliance

· Budgets