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Financial Services

Contract with us for bookkeeping, accounting, Form 990 preparation, and other financial assistance.

We'll provide your organization with ongoing financial services, or help you improve your financial systems. Our experienced team of Financial Service Associates is here to assist you!

Bookkeeping & Accounting

Contract with us for ongoing bookkeeping, accounting, and oversight support:

  • Work with a dedicated associate on a weekly or monthly basis
  • We handle your AR/AP, reconciliations, adjusting payroll and other journal entries, plus more
  • Contracts for controller-level support for budgeting, financial oversight available
  • Ongoing financial services include a four-hour monthly minimum
  • Our team can ensure your needs are met when your financial services associate is out of the office

Tax & Form 990

Our experienced tax and accounting staff is here to assist with:

  • Preparing your Form 990 (nonprofit tax return)
  • Applying for nonprofit status (Form 1023)
  • Changing your organization's tax year or accounting method (Forms 1128, 3115)
  • Other tax-related matters

NOTE: We do not conduct financial reviews or audits, but can refer you to some excellent firms.

Project Consulting

Our expert finance staff is available for short-term projects such as:

  • Setting up your chart of accounts and/or QuickBooks file
  • Revising your chart of accounts and reconciling historic data
  • Consulting on budgeting, financial policies, internal controls
  • Other finance-related projects

Quick Consult

Use our Quick Consult system for answers to your specific questions:

  • Up to two hours of consultation time available
  • Speak with the right expert for your question
  • Consults are $25 for each 15 minutes
  • To schedule, contact

Request Services

Please complete a Request for Assistance Form or contact Financial Services Client Engagement Manager Nadjah Shackelford at or (206) 682-6704 ext. 205.

Ongoing Bookkeeping & Accounting

You focus on your mission and community; we'll focus on your bookkeeping, accounting, and oversight needs.

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Tax & Form 990

Let us prepare your 990 tax return, and assist with other IRS filings.

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Project-Based Consulting

Our team of nonprofit finance experts consult with you on a wide range of financial topics; projects are invoiced by the hour, with a ten-hour minimum.

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Finance Quick Consults

Have a question about financial statements, accounting rules, or other complicated issue?

Speak with a Financial Services expert for $25 per 15-minute increments (up to two hours): email