-Nonprofit Organizations
-Churches and clergy
-Tax Planning & Preparation
-Quickbooks Services **
-Affordable Housing
-Accounting Services
-Compliance & Internal Audits **
-Business Planning
with Care, Competence, Confidentiality,
Common Sense & Communications.
Nonprofit Organizations You need nonprofit experts to understand your funding requirements, regulations, oversight, and demands for increased transparency. Our staff of 16 have over 100 years of combined experience serving nonprofits. We are leaders in the profession who develop and present regular training programs and help in the nonprofit community with training, newsletters and other resources.
We provide traditional services including audits, reviews, annual filings, governmental and other compliance audits. Our audit services include many aspects that other firms do not offer or consider "extras".
We can also assist with internal audits, indirect cost applications, reviews of your information technology security & efficiency, and design of financial reports.
Our nonprofit services also include financial report design, assistance with development of budgets and analysis of costs as well as preparation of applications for exemption.
Churches and Clergy We serve many churches and clergy. Our signature service includes a review of financial reporting, internal controls and compliance with all of the requirements that churches are subject to. We also perform audits, advise on contribution requirements, clergy compensation and other issues that are important to churches and clergy.
Tax Planning & Preparation Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of current tax laws and legislation.
Quickbooks Services Our certified QuickBooks Pro Advisors can help you select the right QuickBooks software or online service, assist you with setting up a proper chart of accounts and designing meaningful reports reports. We can also answer your individual questions or provide comprehensive training, and fill in when your bookkeeper is away.
Affordable Housing We provide a variety of services for more than 60 clients that provide affordable housing, including those financed with HUD, US Rural Development, New York State funding, and tax credits, just to name a few. We provide traditional services such as audits of financial statements and annual filings for federal and state. Cost Certifications - we regularly perform owner and contractor cost certifications required by state and federal agencies including DHCR, HUD and US Rural Development. Agreed upon procedures engagement for 10% carryover certifications.
Accounting Services Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Business tax return preparation (Sales & Use/Business Property)
Compliance & Internal Audits In addition to our traditional audit services, we provide compliance audits for special requirements of Governmental Auditing Standards, Consolidated Fiscal Reports, HUD, and other federal and state agencies. We also perform a variety of internal audit services ranging from assistance to your staff in developing internal audit programs to comprehensive internal audit services including assessment and testing of your controls, policies, and documentation.
Business Planning Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
