Is your not-for-profit organization struggling to keep up?

The smaller not-for-profit organization is a valuable element of the community but may struggle to manage resources while staying focused on its mission. Affordable, practical financial oversight can be valuable to keeping the organization up and running. We can assist you in maintaining your records and complying with state and federal requirements.

Our service packages can be designed to meet your needs and could include:

  • Chart of accounts setup or review
  • Account reconciliations
  • Monthly financial statements
  • End of Year reporting & 1099s
  • Revenue and expense transaction entry and allocation
  • Donor member management
  • Grant management
  • Federal and state Informational return preparation and filing

Would you like to arrange a free consultation?

Your time is valuable. We would welcome a few minutes to discuss your specific needs.

 

Is the IRS calling me?

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1099 K – IRS relaxes reporting thresholds

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Beneficial Ownership Interest (BOI) Reporting – updated reporting requirements

May 11th, 2025 As part of ongoing efforts to combat illicit financial activities, the U.S....

Russell was a great accountant and person. I am continually impressed with his time management, skill of accounting practices and personable character through the process.

I would recommend him to anyone and have several times

David Brown

Executive Director, NYS School Music Association

©2025 Russell Green