Not For Profts

The Accounting needs of a Non Profit organization are unique. Choosing the right accountant can mean the difference between success and stress. As a CPA with many years of non profit experience, I work with non profits in a variety of different ways.

Examples of some work I do for Non Profits:

  • Setting up and/or maintaining computerized bookkeeping systems (i.e. Quickbooks)
  • Periodically updating the accounting records and reconciling bank accounts.
  • Prepare financial statements to be used at board meetings and/or for proposals.
  • Help on budgets or other fiscal tasks throughout the year.
  • Act as Fiscal Manager for organizations that don’t have an accounting department, keeping the organization in audit readiness throughout the year.  (If the State or another funding source has an audit or its time for your annual financial statement audit there are no worries)
  • Tax return preparation: Prepare IRS Form 990 and NYS Charity Bureau (CHAR)forms and Consolidated Fiscal Reports (CFRs)
  • Annual Audit Prep Services: (RECOMMENDED FOR ALL ORGANIZATIONS THAT HAVE AN ANNUAL AUDIT) I will come in before the audit, gather all files and documents needed, reconcile accounts and get the organization totally ready for the audit. We will identify any issues and discuss them prior to the auditor coming. We can also be onsite and sit-in for the entire audit and be a liaison between the auditor and your staff.

With us on your side you can stop worrying about your finances and let your organization concentrate on achieving its goals. 

Pricing: We believe in flat fee – upfront pricing, with no surprises.   We will discuss what services you need and determine a flat fee accordingly.  Whether the work is one time, monthly , quarterly or you just need use at the end of your fiscal year to prepare for your audit, we will structure a price ahead of time. No surprise bills. 

I periodically give free consultations to non profits in my Brooklyn, New York o office to help determine their fiscal needs and answer any questions. Call or email me to schedule a time. If you think you have a fiscal need I can fill, I look forward to hearing from you.

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