Accounting & Advisory Services

Services are tailored to each organization’s needs. The services listed below highlight common areas of support; additional services may be provided when appropriate and aligned with client needs.

    • Bookkeeping and monthly close

    • Financial statement preparation

    • QuickBooks setup, cleanup, and ongoing support

    • Advisory support and financial analysis

    • Controller-level support, as needed

    • Nonprofit bookkeeping and financial reporting

    • Financial statement preparation (GAAP-compliant)

    • Audit preparation and audit support

    • Board and management reporting

    • Internal controls and compliance support

    • Catch-up and cleanup projects

    • Temporary or short-term accounting support

    • Advisory and consulting engagements