Not-for-Profit organizations face challenges similar to any other business.  I understand many of the financial and operational issues that nonprofits and their elected leaders face, having served the industry in multiple capacities over the years, including:  auditor and tax preparer, CFO/Controller, and VP of Finance and Operations.

I work with nonprofit organizations who seek cost-effective accounting and tax compliance solutions.  In this capacity, I offer a variety of services to meet your needs, including;

  • Nonprofit Start-Up
  • Nonprofit Exemption Applications
  • Forms 990, 990-EZ, 990-N
  • 990 Governance Policies and Practices
  • Required Disclosures and Compliance
  • Bookkeeping "Tune-Up" Services
  • Payroll Tax Services
  • New Entity Selection (c3, c6, etc.)
  • Financial Statement Compilations
  • Unrelated Business Income Tax
  • Financial Statement Reviews

Outsourcing provides some unique advantages, click here.

I am committed to understanding your organization and the issues you are facing. To learn more about my approach to service, I invite you to read my service philosophy.

Contact me - I am happy to answer your questions.