Advisory and Accounting

• Consulting services – grants, budgets, etc.
• CFO services
• Accounting services
• Board reporting and consultations - consultation regarding board meeting reports, preparation of reports, board governance consultations, ect.
• General ledger conversions and guidance
• Internal control guidance and analysis
• New non-profit regulation guidance and consulting

Financial Statements and Tax Returns

• Preparation of Financial Statements:
o Audited financial statements
o Reviewed and/or compiled financial statements
• Preparation of tax returns (i.e., 990, 990-PF, 990-T, CT-13, and NY CHAR500) as required
• Public Support calculations and consulting
• Exemption application preparation and assistance as well as dissolution services