Finance & Accounting
Sound Financial Management with Stringent Internal Controls
We pride ourselves on providing our client boards with up-to-date and easy-to-understand accounting and financial statements with the level of quality detail that you expect - providing the basis for making the best analysis and business decisions.
Our Accounting Services Include:
Coordination with Banks, Investments Firms
Accounting system development
Budget planning and monitoring
Individual Project Accounting
Internal controls and cash management
"Generally Accepted Accounting Principles" compliance
Manage multiple affiliated organizations under the same umbrella
Regular Weekly/Monthly functions:
- Deposits
- Checks, fax and online payments
- Credit card processing
- Accounts Payable, Accounts Receivable
- Monthly Financial Statements & Reports
- Bank Account Reconciliation
Tax returns: Prepare annual reports for Tax Professional
For project clients with Payroll requirements:
- Payroll (by check and/or direct deposit)
- Tax compliance by state
- Prepare W-2s and 1099s
- Administer 401(k) or 403(b) plans
- Vacation & Sick leave recording
Business Planning
Should your organization expand, add a new source of income, outsource a new project?
Your Board and staff can use our expertise to:
- Analyze your association's structure
- Develop a Strategic Plan
- Re-organize
Create a new association or foundation and Incorporate in the USA.
Use our expertise in this area to oversee this detailed legal process:
- Governance
- Articles of Incorporation
- Bylaws
- Federal Non Profit Tax Exempt Application
- Organizational Meeting Minutes