core services
Our core services are work we perform for every client. See “all services” below for additional services that may benefit your organization.
all services
These are optional, additional services that you might select. Services marked with * are included in core services above
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Accounting & reporting
Frontline accounting (advanced-level bookkeeping)
Financial analysis & reporting
Grant reporting
Interim close
Year-end close*
Support for complex transactions (mergers, fiscal sponsorships, etc.)
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Advisory services
Nonprofit start-up
Budgeting, forecasting, modeling
Financial aspects of strategic planning
Software selection & implementation
Compliance support (solicitation licensing, worker classification, etc.)
Governance and strategic support (attend meetings*, read minutes, provide training)
Risk management
Grants management (financial)
Human resources support
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Financial statement services
General ledger review*
Compilation reports
Custom supplementary reports
Dashboard design
Financial statement preparations
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Tax preparation and advice
Form 990*, Form 990-EZ*, Form 990-T*
Forms 1023 and 1024 (Application for Recognition of Exemption)
IRS compliance
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Systems support
Accounting system design*
QuickBooks consulting*
Accounting policies & procedures, including manuals
Cost allocation plans*
Spend management
Internal controls assessment
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Audit preparation
Internal control documentation
Account reconciliations*
Audit schedules preparation
Closing journal entries*
Financial statement preparation
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Training & presentations
Conference and classroom presentations
Customized workshops for your board or staff (coding transactions, coding time, understanding reports, participating in budgeting)
Individual training for bookkeepers, financial managers, and boards
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Custom procedures
Examination of grant transactions
Review of expense allocations
Review of supporting documentation