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Meeting Room

SERVICES

Our expert solutions help you achieve your financial goals. With our proven experience, we can help you build a winning strategy and support you on the journey to successfully meet your objectives. 

EXECUTIVE LEVEL FINANCIAL MANAGEMENT
AND ADVISORY
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​Budgetary Reporting and Compliance:

  • Ensure that the organization's budgetary reporting comply with budget laws. Prioritize budgets to meet organization’s strategic goals and prepare comprehensive annual budget book. Manage financial modeling, and debt/bond program.

  • Manage cost allocation plan and indirect cost rate proposal for all grants, ensuring compliance with guidelines.

  • Manage the Asset Liability Management (ALM) strategy by forecasting cash and liquidity position, capital and investments needed to suport financial growth. Advise and report on the risk metrics for liquidity, interest rate risk and capital management.
     

Financial Reporting and Compliance:​​

  • Lead efforts to discover and resolve significant audit findings. 

  • Ensure the organization’s financial reporting complied with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) requirements. Prepare and maintain accurate and timely Cash-Basis Financial Report, ensuring alignment with internal policies and external regulatory standards. Compile and submit the Comprehensive Annual Financial Report (CAFR), ensuring full compliance with GASB guidelines and timely delivery to oversight bodies. 

  • Provide QuickBooks Bookkeeping Services.

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WORKFORCE EXCELLENCE AND LEARNING

 Accountability: 

  • Champion a culture of integrity, trust, respect and accountability to strengthen team cohesion and professional standards.

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 Training and Cross-Training: 

  • Invest in training and cross-training initiatives that encourage continuous learning, innovation and career development across roles.

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TAX MANAGEMENT SERVICE

Tax Return Preparation and Filing: 

  • Provide tax return for individuals and businesses to keep more of what you earn. Help nonprofit organizations complete and file IRS Form 990 and Form 5500 for tax-exempt status compliance, including all required schedules and narrative explanations. 

 

Tax Planning and Advisory:

  • Provide guidance to help individuals and businesses minimize tax liabilities while ensuring compliance with evolving tax laws. Provide guidance to utilize tax-advantaged accounts, manage investments within taxable accounts, and plan for tax-efficient charitable giving and education savings.

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