Nonprofit Services

"The sole meaning of life is to serve humanity"
-Lee Tolstoy

Financial leadership qualities are needed from your employees for your nonprofit to achieve long-term financial stability.  Your nonprofit’s financial leaders deserve the best assistance available.  We provide your nonprofit’s financial leaders with unique financial leadership navigation tools supported by traditional nonprofit accounting/ tax services.

Navigation Tools

We provide our clients with the assistance they expect and deserve.  Tools provided to our clients include:
  • Annual meeting to review financial location and chart annual plan
  • Financial Leadership Assessment Forms for monitoring  financial strengths and weaknesses
  • Access to Financial Leadership website for numerous financial tools and guidance information
  • Quarterly reminders of the personal tax issues and deadlines
  • E-mails with helpful financial leadership topics
  • Periodic financial training seminars
  • Annual meeting with your board of directors

Benefits

You will find added values in working with professionals who understand your organization and the unique factors which impact your industry. For over 25 years, our not-for-profit clients have depended on us for assistance with all types of financial and tax-exempt issues.

Our specialized professional team is dedicated to understanding nonprofits' technical needs as well as monitoring changes in the industry, federal and state government regulations, tax laws, and all the accounting standards and reporting requirements that are distinctive to the nonprofit environment.

Financial Leadership will help in the following areas:

  • Make better decisions and achieve better results in your business and life.
  • Addresses the unique challenges of running and growing a privately-held business.
  • Improve your company’s financial performance.  It’s about continuous, accelerated, practical learning about turning your goals into results.
  • Provide support when you must make your toughest decisions.  It helps you make better decisions when the financial stakes are highest.
  • Foster financial strength and embracing new ideas are the fuel for any company’s continued growth and innovation. 
  • Inspire your best thinking, challenge your assumptions and give you a platform to implement insights with confidence and precision.
  • Focus on spending time building for the future. 
  • Gain increased clarity of purpose and the peace of mind knowing your company is positioned for continued success.

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Services

Consulting

  • Financial Leadership Assessments
  • Integrating financial aspects into the vision of the board
  • How to interpret and read financial statements
  • Board retreats

Accounting

  • Accounting system setup
  • Accounting system efficiency review
  • Monthly bookkeeping and audit assistance
  • Audit service

Tax

  • Preparation of 990
  • Payroll reports
  • Compensation Issues
  • Expense Allocations

Resources

Other Services