Non-Profit Organizations

Non-Profit & Tax-Exempt Organization Services

Managing the financial and reporting requirements of a nonprofit organization can be complex.  Tax-exempt organizations are subject to specific Federal and State reporting requirements and deadlines, and maintaining accurate financial records is essential to meeting those obligations and supporting the organization's continued compliance.

Accounting & Financial Management LLC provides accounting, tax, payroll, and financial management services specifically tailored to nonprofit organizations, churches, and other tax-exempt entities.  We help your organization maintain organized financial records, understand its financial position, and meet applicable reporting requirements.

Comprehensive Nonprofit Accounting Services

Our nonprofit services include:

- Preparation and review of nonprofit financial statements

- Nonprofit bookkeeping and accounting services

- Payroll preparation on a weekly, biweekly or monthly basis

- Payroll tax preparation and deposit assistance

- Preparation and filing of nonprofit tax returns, including Form 990

- Bookkeeping and accounting software implementation

- Assistance with nonprofit registrations, applications and compliance

- Financial reporting and budgeting support for boards and advisory committees

- Training for board members on interpreting nonprofit financial statements and managing organization budgets

- Assistance with nonprofit startup accounting and administrative services

We understand that nonprofit organizations have unique financial needs.  Establishing the proper organizational structure, documenting the organization's purpose and mission statement, and preparing for tax-exempt status are important steps in building a strong business foundation.  

Accounting & Financial Management LLC can assist new nonprofit organizations with the financial and administrative aspects of startup including:

- Obtaining and Federal Employer Identification Number (FEIN)

- Assistance with nonprofit formation documentation

- Articles of Incorporation and organizational documentation

- Federal tax-exempt applications

- Bylaws and governance documentation

- Initial accounting system setup

- Payroll setup

- Asset and liability schedules

- Revenue and expense documentation

- Rental and lease documentation

- Mission statement

- Program and activity documentation

- Fundraising, grant and financial support documentation

For organizations apply for recognition under IRS Section 501(c)(3), we can help organize the financial and supporting statements necessary for the application and work with you to ensure the documentation is properly prepared and maintained.

Financial Support for Your Mission

Strong financial management allows nonprofit leaders and board members to focus on the organization's mission with greater confidence.  Accounting & Financial Management LLC provides practical accounting and financial guidance designed to help nonprofit organizations remain organized, informed, and prepared to meet their financial responsibilities.  

Whether you are establishing a new nonprofit, managing an established tax-exempt organization, or looking for improved accounting and financial systems or support, we can help you build a stronger financial foundation.

Clarity.  Confidence.  Your Mission.