Not-For-Profit Entities

We have served clients in the not-for-profit industry since 1984.  Some of the services we offer include:

  • Audit and review preparedness. If you use another CPA firm for audit or review services, we can get you audit or review ready. This service is valuable to organizations whose books have been unattended or are “messy” whether through staff turnover, fast growth or some other reason. We will clean up your books so that you present your CPA firm with accurate and complete books.  We can also prepare all audit schedules, rollforwards, and interface with your outside CPA firm if you want.  All of this at our bookkeeping rate.  As auditors ourselves, we know exactly what your auditors are looking for.  If your books are clean and all requested information is completed in a timely and accurate manner, your audit/review fee should go down.
  • Preparation and filing of tax returns
  • Preparation and filing of Form 1023 and 1024
  • Bookkeeping
  • Audits, reviews and compilations.


Call today to schedule an appointment!