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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