Market Analysis

Bookkeeping and CFO Services

 

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

​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

 
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Business & Nonprofit

Taxes

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

Services include:

  • Preparing and filing annual tax returns

  • Withholding and filing quarterly tax payments

  • Preparing and filing documents and schedules specific to nonprofit organizations

 
Analysing Data

Nonprofit Consulting

 

Achieve excellence with a Standards for Excellence® consultant

​Services include:

  • Board of Directors and nonprofit leadership development consulting

  • Financial, legal and ethical compliance training

  • Developing organization-specific policies and procedures 

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Business Formation

Starting a business or nonprofit organization? We're here to help.

Services include:

  • Advising on business entity selection

  • Filing state and federal forms to operate in Maryland

  • Developing by-laws, Articles of Incorporation, and internal policies

  • Assist in setting up and filing for nonprofit, 501(c)(3) status

 
Analytics

Quickbooks Training

Want to be more hands-on with your books? Learn how from a certified QuickBooks ProAdvisor

​Services include:

  • Transferring historical financial data to QuickBooks Online

  • Setting up accounts, vendors, employees, and other information specific to your business

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

  • Provide long-term, one-on-one support