
Audits and Financial Reviews

Business & Nonprofit
Taxes
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:
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Preparing and filing annual tax returns
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Withholding and filing quarterly tax payments
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Preparing and filing documents and schedules specific to nonprofit organizations

Nonprofit Consulting
Achieve excellence with a Standards for Excellence® consultant
Starting at $100/hour
Services include:
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Board of Directors and nonprofit leadership development consulting
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Financial, legal and ethical compliance training
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Developing organization-specific policies and procedures


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:
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Setting up Quickbooks Online account for your business or nonprofit organization and transferring historical data
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Processing accounting records including accounts payable & receivable, and payroll
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Bank & accounts reconciliations
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Preparing monthly and year end financial statements
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Creating and maintaining chart of accounts
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Budget planning and management
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Tax and regulatory filings
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Reviewing and maintaining adequate insurance and other policies
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Grant funding tracking and reporting

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:
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Transferring historical financial data to QuickBooks Online
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Setting up Chart of Accounts, vendors, employees, and other information specific to your business
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Linking bank, credit card, and merchant accounts.
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Explaining journal entries, invoicing, financial reports, and Charts of Accounts to help you accurately manage your books