
Advanced accounting, compliance, and strategic solution for established entities including:
Real-time bookkeeping with KPI dashboards and departmental tracking
Multi-entity reconciliation with program/division profitability analysis
Annual tax return preparation (Form 1120, 1120S, or 990) with proactive tax planning and compliance strategy
Weekly 60-minute strategic financial and governance review calls
Cloud-based software with custom reporting, forecasting, and grant tracking capabilities
Dedicated account manager with immediate response support
Perfect for: Successful partnerships, established corporations, and mature nonprofits requiring sophisticated financial management, board reporting, and strategic compliance oversight.
Add-ons: Payroll ($10/employee/month), governance consulting ($200/hour), audit preparation services (from $1,000/month).