A listing of blog posts and online resources for nonprofit businesses is available here.
Services for non-profit clients may include:
- service as board member or committee chair
- act as adviser to the board or committee on a specific project
- executive coaching on strategic best practices in governance
- make an educational presentation live or via webinar
- prepare financial reports
- compile, review or audit financial statements
- help obtain funding through grant applications, crowdfunding and public fundraising
- setup and licensing for business relocation and registration
- accounting system setup with online bookkeeping and accounting management tools
- screening and referral of service providers
- non-profit federal filing, sales tax filing and other tax filings
- expense documentation
- economic recovery grants
- bookkeeping and accounting services
- negotiation with a lender
- 401(k) or pension plan setup
- employee health plan and employee benefit plans setup
- researching the best available providers and making introductions when you request a referral
- solicitation of competitive bids
- communicate and negotiate with third-party service providers
- review of online security and backup systems
- review of a proposed business agreement with emphasis on cash flow and tax consequences
- discussion of health insurance requirements under the Affordable Care Act
- preparation of “what it” scenarios for management
- explaining IRS notices and discussing response strategies
- assisted in setup of pension plan and small business retirement plan
- resolve problems in balancing a checkbook
- preparation of local, state and federal income tax returns
- payroll services
Please see these recommendations for the lowest cost and most efficient operations with an external accounting service.