Bookkeeping & Back Office Support

We provide bookkeeping and accounting services using cloud-based software, to small non-profits. Our goal is to free you from your bookkeeping tasks so you can focus on your mission. Providing reporting each month or quarter to the Board of Directors or Executive Director is something we can take on.  We can also provide payroll support, 1099-Misc filings and B&O filings.


Tax Preparation: 990-EZ & 990 Filings

We believe non-profits shouldn't have to worry about the 990 that is posted on GuideStar.  We don't charge for every email and phone call, we want to know what is going on in your business so we can provide better service. We quote tax services up front, so you know what you are going to be charged before we do the work. We provide flat-fee packages depending on the type of return that your organization has to file. Included is going over the returns at a board meeting.


So how does it work?

Schedule a Meeting

One of us will meet with you on the phone to go over our process for doing tax returns. We discuss how we charge, when things are due to us, and when to expect things to be done. If it is a great fit we will ask for access to your accounting software. Once we look it over we will get a signed engagement letter from you.

Information Exchange
We set you up with a client portal and send you an organizer based on the information on your prior return. You upload the information requested, and we start on your taxes. At this point we usually ask some more questions and get responses from you. Once, the return is complete it is reviewed, then a draft is sent to you so the board can review the filing beforehand. We will also present the return to the board of directors if the organizations if wanted.
File Returns & Payment
Once you approve the return, and get us the signed 8879, we efile your tax returns. You will then get a final copy from us along with the invoice.

We provide affordable tax and accounting services for non-profit organizations

We believe that non-profits should focus on the mission instead of worrying how much tax filings are going to cost the organization. We provide tax services filing the 990 or the 990-EZ. We can also help with any UBIT issues that the organization might run into and file the 990-T. On top of that if the organization is a small organization we can help find a bookkeeper or provide high level bookkeeping services. Our Tax services are priced as a flat fee, so you know what you are paying up front when you sign on as a client. Bookkeeping services are priced on a case by case basis.

Are you a CPA firm that provides services to non-profit organizations? We can help you as well.

We help CPA firms stay on top of non-profit tax work for clients. We will gladly partner with firms that want to provide a well rounded service to their clients but don't have the expertise in house or don't have the time.