Tax and Management Consulting
for Nonprofits and Philanthropy
From an annual project like preparing your Form 990 to an ongoing engagement like designing your strategic plan and assisting with bookkeeping, we support your program, philanthropic, and compliance needs.
Our commitment is to help accelerate your organization’s impact.
How We Help
-
Finance Services
Budgeting, bookkeeping, transactional diligence, and financial statement analysis. We support back-office finance needs.
-
Organizational Effectiveness
From strategic planning and program design to Board coaching , we support organizational success at all levels.
-
Tax Returns and Compliance
Form 990 preparation and State registrations. 501(c)(3) tax exemption applications and IRS audits. We support all nonprofit tax needs.
Our Approach
Our work is informed by years of serving in top finance, tax, strategy, and philanthropic roles
Systems-level thought with a passion for detail
We partner with nonprofits, foundations, and philanthropy
Our Partners
Sign up for our periodic newsletter and client updates.