Services

Audit and Assurance
  • Financial statement audits
  • Single audits (Uniform Guidance)
  • Reviews and compilations
  • Internal control assessments
  • Agreed‑upon procedures

Consulting Services
  • Advisory for boards, finance teams, and leadership
  • Internal control design and evaluation
  • Policy and procedure development
  • Best‑practice guidance for governmental and nonprofit entities
  • Strategic financial analysis and recommendation
Accounting Services
  • Financial statement preparation
  • Month- and year‑end close assistance
  • Reconciliations and financial reporting
  • Grant reconciliation and reporting
  • Budgeting
  • Bookkeeping support
Audit Prep
  • Pre‑audit financial review
  • Documentation organization and readiness
  • Internal control walkthroughs
  • Corrective action plan development
  • Support throughout the audit process
IRS Form 990 Preparation
  • Full Form 990 preparation and review
  • Guidance on reporting requirements
  • Support for boards and leadership in understanding the filing