Services for non-profit organizations

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.