Services

Comprehensive accounting, tax, and advisory services tailored to nonprofits, small businesses, and individuals.

Nonprofit Assurance

We provide financial statement audits and reviews for nonprofit organizations, delivering independent assurance to boards, management, and stakeholders. Our approach emphasizes clear communication, regulatory compliance, and timely reporting.

Services Include:
-Audits

-Reviews

-Compilations

-Uniform Guidance Audits

Form 990 Preparation

Accurate and compliant Form 990 preparation is critical for maintaining transparency and tax-exempt status. We prepare and review Forms 990, 990-T, 990-EZ, and 990-PF with careful attention to disclosure requirements and governance considerations.

Services include:
-Form 990 preparation
-State filings
-Compliance guidance
-Governance and disclosure review

Small Business Accounting

We support small and growing businesses with reliable accounting and tax services that provide clarity and confidence. Our goal is to help business owners understand their numbers and make informed decisions by producing timely and accurate financial reports.

Services include:
-Monthly accounting oversight
-Financial statement preparation
-Business tax preparation
-Tax planning

Individual Tax Prep

We provide personal tax preparation and planning services for individuals, including business owners and professionals with more complex tax situations. Our goal is to provide peace of mind to taxpayers by ensuring that their taxes a filed accurately and timely.

Services include:
-Individual income tax returns
-Multi-state filings
-Tax planning and projections

-Audit assistance

Fractional CFO Services

For organizations seeking strategic financial leadership without a full-time hire, we provide fractional CFO services focused on planning, forecasting, and long-term financial management.

Services include:

-Cash flow forecasting

-Budget development

-Financial modeling

-KPI tracking

-Strategic advisory support