Close to Our Hearts

We believe in giving back to the community and helping people who are in need. That's why we volunteer, and that's why we are proud to work with nonprofit organizations like the Hepatitis Education Project and Open Arms Perinatal Services.

Today's challenging economic times are putting more pressure than ever on nonprofits to do more with less. In many cases, outside perspective and expert review of accounting and development activities can help you achieve your mission while remaining financially strong.

If you are a small- to mid-sized nonprofit organization with a budget of any size, we want to help you build a stronger community for us all.

Customary Service

  • > Special rate for nonprofit organizations
  • > On-site or virtual CFO
  • > Operate from our offices but connected to you electronically
  • > Specialize on online accounting programs, including QuickBooks
  • > Services project based or ongoing
  • > Services provided by contract or hourly

Bookkeeping

  • > Data entry
  • > Account reconciliations
  • > Accounts payable (AP)
  • > Invoicing and accounts receivable (AR)
  • > Cost/project analysis
  • > Budgeting and analysis
  • > Revenue tax returns – state, city and local
  • > Financial statements
  • > Banking, cash and investment management
  • > Cash receipts and disbursements

Payroll

  • > Fully integrated with your financial data
  • > Stand-alone payroll
  • > Multi-state
  • > Federal and state employment tax returns
  • > Employee benefit plans

Tax Preparation

  • > Federal and state employment tax returns
  • > Business federal tax returns
  • > IRS tax implication expertise

Consulting Services

  • > Marketing plan review
  • > Financial statement review
  • > QuickBooks set-up, customization and training
  • > Strategic planning
  • > Audit and review preparations
  • > Policies and procedures

Event Planning

  • > Site selection and contract negotiation
  • > Pre-event site visits
  • > Budget management
  • > Food & beverage management
  • > Venue management
  • > Production management
  • > Audio-video and technical coordination
  • > Print coordination, including invitations, collateral and signage
  • > Evening events and daytime activities
  • > Attendee event evaluation
  • > Promotion and sponsorship opportunities
  • > Giveaway coordination