Non-profit Audit/Review Preparation
Our team serves a large number of nonprofits in the Triangle.
We Offer:
- Nonprofit Accounting training - we can train you and your staff on the proper use of QuickBooks software for use in your Nonprofit organization.
- Set up- we can set up QuickBooks or assist you with set up or troubleshooting existing QuickBooks Data files.
- Review/reporting Services- we can provide regular reviews of your data to allow you to have separation of duties to be able to comply with audit standards.
- We can provide advanced level reports, like reports by Fund, Grantor, Program.
- On Site Bookkeeping- We can provide one of our team to come to your office to do all or part of your bookkeeping either on a weekly or monthly basis or to fill in for emergencies, vacations, or maternity leaves.
- We can Assist with Semi-Annual filings for Sales Tax Refunds.
- We can provide budget reports with detail or a review letter for your next board meeting.
- Board Training for your Board members to provide an understanding of the financial reports and their fiduciary responsibilities.
- Audit Prep- we can assemble required documents for the financial portion of your annual audit or review.
- Audit Assistance-if we are providing bookkeeping services or monthly review of your nonprofits books we are happy to meet with your auditor to assist them and help your audit go smoothly.
- Third Party Applications- we can assist with implementation of third party nonprofit software integration with QuickBooks products like Giftworks or Donor Perfect.
Examples of nonprofits we work with:
- Professional National Associations and Membership Organizations.
- Service Organizations-International Human Condition Services, Healthcare, Transitional Housing, Family Services, Counseling
- Chambers of Commerce
- Churches and Synagogues
- Religious Day Cares
- Educational Organizations – Environment, Voters, Landscaping, Restaurants
- Private Schools –K-12 Schools.
- Home Owner Associations- HOAs
