Areas of Practice
Services provided are not limited to the areas below. Contact us to discuss how we can be your partner to support your accounting needs while you focus on your business operations. First meeting is a free consultation to review business needs.
Filing Exempt Status With IRS, Nonprofit Financial Statements, Fundraising Event Management, Charitable Gaming Regulatory Filings, ABC Licensing, Sales And Use Tax Exemption, Grant Management.
Process Accounts Payable, Bank Reconciliations, Financial Reports For External Stakeholders, Management Reports, Endowment Accounting, Business Process Improvements.
Startup Advisory Services
Organization Of An Entity With The Secretary Of State, Business Plan Preparation, Business Policy Development, Training New Employees.
Preparing And Processing Payroll, Payroll Tax Preparation, Benefit Plan Management, New Employee Onboarding.
Management of Personal Finances
Elder Care of Personal Finances
FAFSA – Financial Aid Form Completion
Completion of Private School Aid Forms
Reconciliation of Medical EOB to Medical Bills
Personal Budget Preparation
Preparing Tax Filings For Businesses And Individuals.
Local, State and Federal Grant Management
Filing Initial Grant Applications
Preparing Grant Reports to Granting Agencies
Providing Management Reports on Grants