Business Consulting Services

Non-Profit Services

We provide nonprofit business registration services to assist individuals and groups in establishing a nonprofit organization by navigating the complex legal and regulatory frameworks involved. With expert knowledge of the nonprofit landscape, our services help ensure that organizations start on a strong foundation and remain in good standing, allowing them to focus on their mission of serving the community. These services typically include:

  • A comprehensive consultation to understand the mission and goals of the nonprofit, guidance on selecting the appropriate structure (such as 501(c)(3) status).

  • Support in preparing and filing the necessary paperwork with state and federal agencies.

  • Additionally, we provide assistance with drafting bylaws, conflict of Interest policy, creating a strategic plan, and fulfilling ongoing compliance requirements.

Financial Advising

Our Financial advising services encompass a range of offerings designed to help individuals and organizations improve their financial health and manage their resources effectively. Key services often include:

  • QuickBooks Services: Expert assistance in setting up, managing, and optimizing QuickBooks software for financial tracking, budgeting, and reporting. This includes training users, customizing reports, and ensuring accurate data entry for streamlined financial management.

  • Financial Procedure Manual: Development of a comprehensive financial procedure manual outlining standard operating procedures for financial management. This manual serves as a guide for staff to ensure consistency, compliance, and best practices in handling finances, covering areas such as budgeting, expense tracking, reporting, and audits.

  • Bookkeeping and Accounting: Regular bookkeeping services that include transaction recording, account reconciliation, and maintaining financial records, ensuring accuracy and compliance with accounting standards.

  • Financial Analysis and Reporting: Providing insights through in-depth financial analysis, generating reports that highlight key performance indicators, and offering strategic recommendations for improvement.