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qualifications
services

Consulting
Accounting system design
Budgets
Compliance requirements
Accounting policies & procedures
Chart of accounts
Cost allocation plans

Audit preparation
Account reconciliations
Schedule preparation
Closing journal entries
Financial statement preparation

Financial management training
Conference and classroom presentations
Customized workshops for your board or staff


Tax preparation
Form 990
Form 1023 (Application for Recognition of Exemption)
Change in Accounting Method
Request for Final Determination of Exempt Status

Financial statement services
General ledger review
Preparation for management use
Compilation, review, or audit

Reports on agreed-upon procedures
Examination of grant transactions
Analysis of payroll transactions
Review of expense allocations
Other agreed-upon procedures

   
Bookkeeping and similar services that can be performed by an associate accountant are also available.

 

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