Expert Services to Strengthen Your Organization
Our accounting, HR, compliance, and startup services empower nonprofits and foundations to achieve greater financial stability and operational excellence.
Finance & Accounting
Bookkeeping & Reporting
We handle your day-to-day bookkeeping, reconciliations, and deliver clear, actionable monthly reports. Our tools support grant tracking, board updates, and audit readiness.
Budgeting & Financial Strategy
We support nonprofit leaders with budget development, cash flow planning, and scenario modeling to strengthen financial decision-making and sustainability.
Human Resources
HR Systems & Compliance
We build or refine compliant HR processes - including hiring, onboarding, handbooks, classification, and performance practices - tailored to nonprofit teams.
People & Culture Support
From job descriptions to org charts and conflict coaching, we help leaders build equitable, effective, people-centered organizations.
Tax Compliance
Form 990 Preparation
We prepare and file accurate, timely 990s that reflect your nonprofit’s financial story and public accountability - no jargon, no delays.
State & Local Filings
We keep you compliant with required charitable registrations, renewals, and state tax filings, even if you operate in multiple states.
Startup & Governance
Nonprofit Formation & Structure
We guide new nonprofits through incorporation, IRS exemption, and essential filings to lay a strong legal and operational foundation.
Board Development & Governance
We help boards understand their roles, adopt key policies, and align governance practices with long-term organizational health and mission success.
