C.A.R.E. Asset Management & Straegies serving Maynard, Stow, Concord, Acton, Hudson and Sudbury logo and link to home page

C.A.R.E. Asset Management & Strategies, Inc.
John A. Epeneter, PC
(978) 897-0741

Helping clients achieve financial security for life


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


All inquiries are welcome. To request further information, please Contact Us
 
 

  
© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS.   All rights reserved.
3 Russell Avenue, Maynard, Massachusetts 01754  info@johnecpa.com  Voice: 978-897-0741   FAX:  978-897-1055

CFP®  and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP®, Board's initial and ongoing certification requirements.  CARE Asset Management and Strategies, Inc. is a registered investment advisor in the state of Massachusetts. 

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