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Our Services: Audits and Financial Review

Audits and Financial Reviews

Get an accurate, reliable review of your financial records

Financial reviews starting at $1,500

Financial audits starting at $7,500

Services include:

  • Annual or one-time audits or financial reviews

  • Financial statement compilations

  • Review and advisement on financial policies and procedures

Our Services: Business and Nonprofit Tax Returns

Business & Nonprofit


Quarterly and annual preparation and filing for your state and federal taxes

Nonprofit 990 tax returns starting at $650

Small business tax returns starting at $500

Services include:

  • Preparing and filing annual tax returns

  • Withholding and filing quarterly tax payments

  • Preparing and filing documents and schedules specific to nonprofit organizations

Our Services: Nonprofit Consulting
Analysing Data

Nonprofit Consulting

Achieve excellence with a Standards for Excellence® consultant

Starting at $100/hour

​Services include:

  • Board of Directors and nonprofit leadership development consulting

  • Financial, legal and ethical compliance training

  • Developing organization-specific policies and procedures 

Bookkeepng an CFO Services
Market Analysis

Bookkeeping and CFO Services

Full service bookkeeping and CFO services that helps you track and manage all of your accounts

Starting at $400/month

​Services include:

  • Setting up Quickbooks Online account for your business or nonprofit organization and transferring historical data

  • Processing accounting records including accounts payable & receivable, and payroll

  • Bank & accounts reconciliations

  • Preparing monthly and year end financial statements

  • Creating and maintaining chart of accounts

  • Budget planning and management

  • Tax and regulatory filings

  • Reviewing and maintaining adequate insurance and other policies

  • Grant funding tracking and reporting

Our Services: Quickbooks Training

QuickBooks Set Up

Want to be more hands-on with your books? Get help with setting up your accounts in QuickBooks Online.

Starting at $500

​Services include:

  • Transferring historical financial data to QuickBooks Online

  • Setting up Chart of Accounts, vendors, employees, and other information specific to your business

  • Linking bank, credit card, and merchant accounts.

  • Explaining journal entries, invoicing, financial reports, and Charts of Accounts to help you accurately manage your books

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