What we do

Routine financial maintenance

We work with organizations to improve their existing financial functions – like preparing routine monthly accounting reports and reconciliations. We also work with nonprofits who may not have enough staff to segregate duties – including check-writing and approving transactions. We can work with your organization on a regular basis and as needed until a problem is resolved.

Cost allocation methodology

Do you have a current practice that isn’t working? We consult with you to find a cause and solution.

Improved reporting and software use

We have extensive experience in assessing and recommending accounting software packages that work for nonprofits.

Audit and tax preparation

We don’t audit nonprofit organizations. We don’t do taxes. What we will do is prepare you for audits and tax preparation – a process that will save you money.