Our Services
Our comprehensive suite of services provides the strategic structure and support needed to ensure your financial operations are secure, efficient, and aligned with your goals. Whether you need full-service support or assistance with specific areas, we offer the flexibility to match the level of service that fits your needs.
Formation & Tax Exemption
The tax-exemption application to the IRS can be over 50 pages long. Answer a few questions and we’ll handle the rest.
Bookkeeping
Recording and classification of all revenue and expenses according to IRS standards, ensuring your finances are always in order.
Payroll
Consistent and reliable payroll processing, ensuring timely payments and full compliance with state and federal regulations for your employees and contractors.
Donation Processing
Facilitating online and check donations, ensuring accurate processing, assisting donors with any issues, and maintaining thorough, up-to-date records.
Month-end Closing & Reporting
Ensuring all transactions are categorized and organized for an accurate financial picture.
990 Coordination
We coordinate with industry-leading CPAs to ensure your 990 filing meets IRS standards and deadlines, keeping you compliant year-round.
Expense Reimbursement
Streamlined reimbursement processing integrated with your bookkeeping for quick reimbursements to your employees and partners.
Vendor Payments
Facilitating vendor payments and coordinating 1099 filings to ensure smooth transactions and compliance.
Advanced Financial Dashboards
Customized, advanced financial reporting with visual tools to simplify and provide clarity on your nonprofit’s financial health. See an example here.
Google Workspace Admin
Managing Google Workspace for your team, ensuring smooth administration and adding accounts as needed to support your organization’s growth.
