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Core Accounting & Compliance for Non-Profit & Tax-Exempt Organizations

FORM 990 • ACCOUNTING • GOVERNANCE • GRANTS • STATE FILINGS • AUDIT READINESS Comprehensive accounting and compliance services tailored for charitable, religious, educational, and community organizations. We help non-profits and foundations maintain transparency, meet federal and state obligations, and demonstrate accountability to donors, boards, and regulators.

Our Key Services

What We Handle

Our Process

1

Review

Assess prior filings, accounting systems, and fund classifications for compliance accuracy.

2

Organize

Implement fund accounting structures and internal control processes.

3

Prepare

Compile GAAP financials and Form 990 filings with full disclosure schedules.

4

File

Submit all federal and state annual reports and charity renewals.

5

Support

Provide ongoing advisory for grant reporting, governance, and audits.

6

Maintain

Conduct annual reviews to ensure ongoing exemption and compliance.

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