Non Profit Services 

Since the 70's, We have continuously served one or more nonprofit organizations as the outside CPA/financial advisor.

These are the areas I have assisted clients with:

Filing tax exempt status applications     

Setup of accounting systems

Setup of chart of accounts with "fund" accounts

Setup of depreciation schedules

Choice of software for accounting, membership, and collection inventory

Training bookkeepers

Teaching principles of fund accounting

Conversion to current FASB rules

Conversion to market value investment accounting

Assisting bookkeepers with monthly/quarterly reports

Review of budgets

Review, analysis and recommendations on the investment portfolio

Performing required annual audits and reviews

Preparation of annual audit reports

Preparation of unaudited annual reports

Filing annual 990s, 990PFs, and state renewal registrations 

Advice on avoidance of unrelated business income

Volunteering on fund-raising events