Non-Profit Accounting

We provide CPA services to help support and maintain the tax-exempt status and mission of non-profit organizations. We work with churches, ministries, mission boards, public charities, private schools, foundations, and associations, as well as provide financial support to several charitable organizations.

Our services to non-profit organizations include:

  • Preparation and filing of Form 1023 with the IRS to obtain tax-exempt status for a non-profit organization.
  • QuickBooks accounting software setup and training specifically for non-profit organizations.
  • Monthly financial accounting including recording and reconciliation of revenue and expenses.
  • Monthly financial statements including the statement of financial position, statement of activities, and statement of functional expenses.
  • Budgeting and cash flow analysis.
  • Audit preparation services.
  • Weekly, bi-weekly, or monthly paycheck preparation.
  • Payroll tax return preparation and payroll deposits.
  • Tax compliance including the preparation and e-filing of Form 990-EZ or Form 990 with the IRS.
  • Evaluation of an organization’s internal controls to help prevent fraud and theft.
  • Cost analysis of an organization’s programs and services.
  • Training of board members on financial topics relating to non-profit organizations.
  • Consulting and advisory services including strategic planning.

To learn more about our non-profit accounting services, please contact us today.