Smart and efficient systems for your organization.
Our Services
Team Services
Our most comprehensive package, Team Services devotes a small team to YOUR organization’s financial needs, providing everything from tax filings and payroll to audit support and budget development.
INCLUDES:
Accounts Payable
Accounts Receivable management
Payroll and payroll tax management
Online timesheet collaboration
Audit preparation and support
Budget development
Tax filing and tracking
Digitized document management
Monthly reconciliations and reporting
IT Stewardship of our systems
Conversion support
Frequent and reliable communication
Financial Services
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Tax Filings (Local & State)
Full preparation and filing of required federal, state, and local forms including W-2s, 1099s, 990 series, and business tax filings across multiple states.
Our team is fluent in all local and state tax filings including 990, 990EZ, 1120, 1120S, 1099, W2, 940, 941, 1065, 1023, and 1023EZ.
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Accounts Payable/Receivable
Streamlined processing through BILL, QuickBooks, and other collaborative tools for invoice tracking, coding, approvals, and vendor payments.
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Payroll & Payroll Taxes
We provide innovative payroll solutions to your organization through Quickbooks, Gusto, Zenefits, and Bamboo platforms. We assist in developing and implementing custom strategies to reconciliation and reporting. We work closely with our clients to find the perfect fit for their payroll needs.
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Contract CFO
Interim CFO or Executive Director services are available for organizations experiencing leadership transitions or gaps in key roles.
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Financial Reporting & Reconciliation
Timely and accurate monthly reports that are easy to understand and tailored to your organization’s needs
Advising Services
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Non-Profit Management
Nonprofit Consulting Hourly and Project Bundles
Our specialties in non-profit management extend to Articles of Incorporation filing, 501(c)3 filing, charitable giving, GAAP grants, and no-cost fiscal sponsorships to qualified projects.
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Management Consulting
General financial consulting, infrastructure planning, nonprofit operations strategy, and more.
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Interim ED and CFO Services
CFO Consulting Hourly and Project Bundles
Interim CFO or Executive Director services are available for organizations experiencing leadership transitions or gaps in key roles.
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Board Training
Customized training and consulting for nonprofit boards around financial literacy, fiduciary responsibility, and interpreting reports.
Development Services
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Strategic Fundraising Development
We help you build and execute fundraising plans that match your mission, timeline, and capacity—whether you’re launching a capital campaign or strengthening general operating support.
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Grantwriting
From identifying opportunities to submitting compelling applications and managing awarded grants, we provide full-cycle grant support.
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CRM Setup & Maintenance
We assist with launching, cleaning up, and maintaining donor databases using tools like Salesforce, Neon, Little Green Light, and others.
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Contract and Proposal Management
Oversight and support for public and private funding contracts, including compliance tracking and report submissions.
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Fundraising Campaign Design
Strategic support for designing and executing fundraising events, major gift programs, or online giving campaigns.