We determine eligibility, assist in preparing the IRS Form 1023, including all necessary schedules, and supporting documents, and submit the application.
Our tax preparation services ensure compliance with nonprofit tax regulations, including preparing and filing Form 990, Attorney General reporting, and other required tax filings (i.e sales tax, UBIT).
We provide accounting software consultations to help you manage your finances more efficiently. We can review and optimize current set-up, establishing a new file and provide training.
We manage your day-to-day accounting tasks, including accounts receivables and payables, bank reconciliations, etc.. ensuring your financials comply with Generally Accepted Accounting Principles (GAAP).
We prepare customized financial statements (Statement of Financial Position, Statement of Activities, Cash Flow Projections) to help monitor and report your organization’s financial health.
Managing and reporting on funds from grants, donations, and fundraising efforts, ensuring proper allocation, and tracking of restricted and unrestricted funds.
We develop budgets and financial projections that align with your nonprofit’s goals and help guide long-term planning. We offer expert financial advice to help improve financial health, capacity building, and sustainability.
Although we do not run payroll regularly, we do assist with setting up and monitoring payroll, adding employees, ensuring correct tax deductions and withholdings, and setting-up/managing allocations.
We review, suggest, and help Implement internal control procedures to safeguard nonprofit assets and preparing for annual audits with complete, accurate financial records.