Services
Mission-Driven Financial Management
With more than a decade of experience in working with not-for-profits, we are experts in providing support for the whole range of financial needs including grant management, compliance with IRS regulations, cash flow forecasting, financial reporting to the board, tracking of restricted and unrestricted funds, and more.
Our client-led model means that we start with client challenges and customize our offerings to solve them rather than simply offering off-the-shelf packages.
Bookkeeping
We’ll keep your books clean and current, delivering clear monthly financials that help you understand where things stand and plan for what comes next.
CFO Services
Think of us as your part-time CFO and sounding board rolled into one, For budgets, board policies, and more, we’ll tackle the financial details so you can wear fewer hats and grow your impact.
CPA Tax Services
Your Form 990 is more than just a filing; it’s a reflection of your mission and a key to maintaining your not-for-profit status. We make sure it’s accurate, audit-ready, and communicates the right story to donors and regulators.
We also offer comprehensive tax services for small businesses and individuals, from annual filings to strategic planning and year-round guidance, helping every client file with confidence.
HR Advising
A strong foundation for your team can help your organization grow with confidence. We’ll help you lay the groundwork for policy development, payroll, benefits, and all things HR.