Nonprofit Accounting and Tax Services

We strive to match our services to your unique needs.  Whether you need consultation regarding a specific issue or a complete overhaul of your books, we can help.


Some of the ways we have assisted our clients include:

  • Determining the best accounting system to use, whether computer or cloud based
  • Optimizing Accounting systems for a nonprofit environment
  • Leading Quickbooks transitions or makeovers
  • Customized one-on-one or small group training
  • Drafting customized bookkeeping policies and procedures
  • Finding and fixing bookkeeping errors
  • Setting up payroll services
  • Monthly or quarterly bookkeeping services
  • Preparing form 990
  • Preparing form 1023
  • Audit preparation
  • Resolving sales tax tracking and filing issues

Each accounting system is unique because every company and organization is unique!   We can make your accounting system work better for you.

person holding pencil near laptop computer

Financial Management Services

Throughout the years we have helped 100s of nonprofit organizations with the design and management of their financial systems. Our hands-on experience combined with our formal MBA training makes us an exceptional resource.


Don’t go it alone. Let us help you take your finance department to the next level. Services we provide:

  • Remote CFO services
  • Financial management consulting
  • Development of Policies and Procedures
  • Financial presentations to Board Committees
  • Consultation and creation of Financial Dashboards
  • Management consulting and guidance


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