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.
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
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 email@example.com.
Please complete a Request for Assistance Form or contact Financial Services Client Engagement Manager Nadjah Shackelford at firstname.lastname@example.org 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.Get Started
Tax & Form 990
Let us prepare your 990 tax return, and assist with other IRS filings.Take Action Now
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.Learn More
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 email@example.com.