Range of Services
Financial Reporting • Audits
• Reviews
• Grant and Contract Compliance ( Federal compliance and Government Auditing Standards )
• Employee Benefit Plan Audits
Business Advisory Services
Tax Preparation and Consulting
• Financial health check-up
• Internal control assessment
• Operating and capital budget development assistance
• Financial reporting models
• Assistance selecting and training accounting staff
• Board of Directors training
• Financial statement analysis
• Form 990 , Return of Organization Exempt from Income Tax
• Form 990-T , Exempt Organization Business Income Tax Return
• Income tax planning
• Partnership , corporate , trust and estate taxes
• Federal and state payroll and excise taxes
• Application for exempt status ( Form 1023 or 1024 )
QuickBooks Consulting • Installation and implementation
• Training
• System improvement
• Member of QuickBooks Professional Advisors Program
Seminars , publications and trainings
• Communique - Electronic newsletter on a variety of issues affecting not-for-profit organizations , published bimonthly .
• On Board - Electronic newsletter geared exclusively towards board members , published bimonthly .
• What Board Members Need to Know About Not-for-Profit Finance and Accounting publication .
• What Not-for-Profits Need to Know About Tax Compliance publication .
• Conference presentations at the Washington State Nonprofit Conference , WSCPA Not-for-Profit Conference , and other events .
• Ongoing community presentations in conjunction with Seattle Works ' The Bridge , Washington Nonprofits , Project LEAD , and various other community groups .
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