Helping With Non-Profit Entities

We can help you manage your not-profit entity, such as a charity or private foundation.

  • Maintain records, and serve as an outsourced accounting department

  • Receive revenue and pay expenses directly through authorization or prepare checks for the entity to sign

  • Prepare budgets in consultation with the organization's board and/or management

  • Provide monthly reports on operations and cash flow

  • Ensure that private foundation are in compliance with Treasury rules

  • Coordinate with outside accountants for audits and reviews