Specialized services for your unique financial needs
We focus on three distinct areas where organizations often need expert support: nonprofit financial management, sales tax compliance, and business transition preparation. Each service reflects our commitment to reducing your burden while building your confidence.
Return HomeFocused expertise where it matters most
Rather than attempting to be everything to everyone, we've developed deep knowledge in specific areas where organizations consistently struggle with financial management. This specialized focus allows us to provide genuinely valuable support that reflects real understanding of the challenges you face.
Nonprofit Accounting Support
Charitable organizations face unique financial management requirements that differ significantly from business accounting. Fund accounting, restricted gift tracking, grant compliance, and donor reporting all demand specialized knowledge and careful attention to detail.
Our nonprofit accounting support helps mission-focused organizations maintain proper financial stewardship while freeing leadership to concentrate on program delivery and community impact. We understand the reporting needs of boards, donors, and funders, and we organize financial information to serve all these stakeholders effectively.
What this service includes:
- Monthly bookkeeping with fund accounting structure
- Restricted and unrestricted fund tracking
- Board and donor financial reporting
- Grant expenditure tracking and documentation
- Financial statement preparation for audit or review
- Budget vs. actual analysis and variance explanations
Sales Tax Compliance
Sales tax requirements across multiple jurisdictions create significant administrative complexity and compliance risk for growing businesses. Nexus thresholds, varying rates, exemption categories, and filing deadlines differ by location, making it difficult to maintain confidence that you're meeting all obligations correctly.
Our sales tax compliance service removes this burden and risk by systematically tracking your obligations, verifying calculation accuracy, and ensuring timely filing across all relevant jurisdictions. You gain peace of mind knowing that experts are monitoring your compliance position and handling the administrative details.
What this service includes:
- Nexus analysis and ongoing monitoring
- Sales tax calculation verification and reconciliation
- Multi-jurisdiction return preparation and filing
- Filing calendar management and deadline tracking
- Rate change monitoring and communication
- Exemption certificate management support
Business Transition Financial Support
Preparing a business for sale, merger, or significant restructuring requires financial documentation that may not exist in current form. Buyers, partners, and advisors expect organized historical records, clear financial trends, and readily available answers to due diligence questions.
Our business transition financial support helps you prepare comprehensive documentation while there's still time to address gaps or issues. We organize historical records, prepare analysis that highlights your business strengths, and create the financial foundation that facilitates smooth due diligence and supports your transition objectives.
What this service includes:
- Historical financial record organization and cleanup
- Due diligence documentation package preparation
- Financial trend analysis and reporting
- Key performance indicator development and tracking
- Support during due diligence process
- Financial presentation consultation and refinement
Finding the right fit for your needs
Choosing appropriate financial support depends on your organization's current situation, immediate challenges, and longer-term objectives. Sometimes the right choice is obvious; other times, it requires conversation to understand which service aligns best with what you need.
Many organizations benefit from combining services. A nonprofit might need both regular accounting support and business transition assistance as they prepare for a leadership change. A growing business might engage sales tax compliance services while also working on financial organization for future expansion opportunities.
We're happy to discuss your specific situation and help you understand which services would provide the most value. This consultation carries no obligation; it's simply an opportunity to explore whether our specialized expertise matches your needs and whether working together makes sense for both of us.
How to decide which service you need:
Choose Nonprofit Accounting Support if you're a charitable organization struggling with fund accounting, donor reporting, or grant compliance, or if your leadership team is spending too much time on bookkeeping instead of mission work.
Choose Sales Tax Compliance if you're selling across multiple jurisdictions and concerned about meeting obligations correctly, or if you're unsure about your nexus positions and want expert monitoring of your compliance requirements.
Choose Business Transition Support if you're planning a sale, merger, or significant restructuring within the next 12-24 months and need your financial records organized to support due diligence and demonstrate business value.
Questions organizations often ask
How quickly can you start providing service?
We typically begin within two weeks of our initial agreement, depending on current capacity and the complexity of your situation. The discovery phase takes time to do properly, and we prefer to start thoughtfully rather than rush into engagement without adequate understanding.
Do you work with organizations outside your local area?
Yes. Much of our work happens remotely through secure document sharing and video calls. We serve clients across multiple regions and have developed systems that work effectively without requiring in-person presence. Geographic location rarely limits our ability to provide quality service.
What if our needs change over time?
Our services adapt as your organization evolves. Many clients begin with one service and add others as needs develop. We maintain regular communication about whether our current engagement structure still serves you well and adjust accordingly. Flexibility is built into how we work.
How do you charge for your services?
Nonprofit Accounting Support and Sales Tax Compliance are monthly retainer services with consistent pricing. Business Transition Support is project-based with pricing determined by scope. We discuss fees transparently during initial conversations so you understand exactly what to expect before making any commitment.
What happens if we're not satisfied with the service?
We maintain open communication throughout our engagement. If concerns arise, we address them directly and make adjustments to better serve your needs. For monthly services, you're not locked into long-term contracts; if the relationship isn't working, you can end the engagement with appropriate notice.
Ready to explore which service fits your needs?
Let's have a conversation about your current financial management challenges and whether our specialized services might help address them
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