Your non-profit organization is making a difference.
Every cent you spend is part of that important work.
We tailor our professional services to help you manage your financial responsibilities. We do this with the same passion you bring to your mission.
From precise bookkeeping to payroll services, to Form 990 tax returns, we are here to meet your unique challenges and needs.
How Can We Help You?
What Can I Expect?
Are We A Good Fit?
A consultation with us offers you an invaluable opportunity to discuss your financial goals and challenges for yourself or your business.
We will delve into your unique situation, providing tailored advice and strategies to optimize your financial health. From here we can create an action plan that will set you on the path to financial success.
Expectations and timeline
So we are a great fit: What are the next steps?
- Accept your invitation to our secure document-sharing portal.
- Provide all requested documentation (ex., income documents, deduction details, investment records, healthcare information, business expenses, past financials, etc.). Requested documents will vary based on the services agreed upon.
- For bookkeeping and payroll clients: Review and sign service agreements. Provide access to necessary accounts.
- Communicate with our team as we work diligently to complete your services. We may need additional information and documents throughout the process.
Will I have a chance to review all the work you have done on my behalf?
After our services have been finalized, we will conduct a comprehensive review with you.
Since our services are based on your individual needs, this will look different depending on what we have completed for you.
For non-profit tax returns, you have the opportunity to meet directly with your tax preparer to review your final return.
For bookkeeping and payroll services, you will receive financials and have access to your reports. This allows you to review the work we are doing for you and make sound business decisions based on your current financial situation.
Need a hand with your mission?
Our team helps you overcome the stress of filing your organization's taxes, bookkeeping processing, preparing financial reports, and handling payroll services.
All Your Financial Needs Tips
Get Started With Your Taxes Early This Year
Lack of tax planning leaves you liable to tax pitfalls. We offer tax expert services and comprehensive know-how to help you grow financially.