Protect Your Status
Stay compliant and keep your hard-earned tax-exempt status secure.
Build Donor Trust
Transparent records give funders and boards confidence in your mission.
Focus on Your Mission
Let us handle the numbers so you can focus on the work that matters.
Our Services
Non-Profit Support Services
Specialized services to help your organization stay compliant and financially healthy.
Accurate, on-time federal information return filing to protect your tax-exempt status.
- Form 990, 990-EZ & 990-N preparation
- Schedule preparation (A, B, O and more)
- State charitable filing support
- Public disclosure compliance
- Deadline tracking and reminders
Filing requirements vary based on your organization's gross receipts and assets.
Guidance on obtaining and maintaining 501(c)(3) and other exempt classifications.
- Form 1023 / 1023-EZ application support
- Reasonable compensation review
- Unrelated Business Income (UBIT) guidance
- Compliance health checks
- Annual filing coordination
We provide guidance and preparation; legal determinations rest with the IRS.
Fund-based accounting that keeps your books board-ready and audit-ready.
- Fund and grant tracking
- Restricted vs. unrestricted funds
- Monthly reconciliations
- Statement of activities & financial position
- Board-ready financial reports
Designed for the unique reporting needs of mission-driven organizations.
Keep funders confident with clean, transparent records of every dollar.
- Donor acknowledgment support
- Grant compliance reporting
- Contribution recordkeeping
- In-kind donation valuation guidance
- Year-end giving statements
Helps you meet funder and IRS substantiation requirements.
Why Choose Us
We Understand Non-Profit Finances
Non-profit accounting isn't the same as for-profit bookkeeping. Fund tracking, donor restrictions, and IRS reporting all require specialized care. We speak the language of mission-driven organizations.
- 1
Understand Your Mission
We learn your programs, funding, and reporting obligations.
- 2
Set Up Clean Systems
Fund accounting and reporting tailored to non-profits.
- 3
Stay Compliant Year-Round
Ongoing support so filings and books are always ready.
Ready to Strengthen Your Organization?
Whether you're just forming or need help with your annual filings, we're here to support your mission. Book a consultation to get started.