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.

 

Schedule a Consultation

Not-For-Profit Accounting

Filing Exempt Status With IRS, Nonprofit Financial Statements, Fundraising Event Management, Charitable Gaming Regulatory Filings, ABC Licensing, Sales And Use Tax Exemption, Grant Management.

Accounting Services

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.

Payroll

Preparing And Processing Payroll, Payroll Tax Preparation, Benefit Plan Management, New Employee Onboarding.

Personal Finance

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

Tax

Preparing Tax Filings For Businesses And Individuals.

Grant Management

Local, State and Federal Grant Management

Filing Initial Grant Applications

Preparing Grant Reports to Granting Agencies

Providing Management Reports on Grants