We partner with our clients to alleviate the accounting ball of stress so you can focus on growing your business. We are here to assist and advise you every step of the way as you embark on your pathway to financial freedom.
We alleviate the burden of financial management of your nonprofit organization, business, or personal finances through a myriad of services. These services include state reporting such as bookkeeping, Policy 03, state reimbursement invoicing, unemployment reporting, new hire reporting, personal budgeting, tax preparation, payroll management, account management, and new business establishment, among a host of other services.
We work with our partners at their point of need to ensure they are on the path to success. Check out our list of services to see how we can help you.
Monthly state reimbursement invoicing
Grant budget preparation and revisions
Board meeting financial reporting
Quarterly state fiscal reporting (Policy 03)
Audit preparation and attendance
Program monitoring attendance
Charitable solicitation application/renewal
Annual Report application/renewal
Annual tax form preparation (Form 990)
Month-end report development
Bank statement reconciliation
Accurate account management
Accounts payable management
Accounts receivable management
Complete payroll services (paper checks or direct deposit)
New hire reporting
Quarterly form completion (i.e. 941 and state unemployment forms)
Tax deposit completion using EFTPS
Annual report development and completion, including 940, W-2, and 1099
Other Financial and Business Services
New business establishment assistance
Personal and business budgeting service
Human resources management
Contact us today to get started. Email us at firstname.lastname@example.org.