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Our Services

Volunteers

BOOKKEEPING

All your bookkeeping needs in one place! We work virtually with online tools and systems so you can "read the financial story" of your organization.

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ADVISORY

 Analyzing how to strengthen your financial performance, streamline systems, and referrals for specialized services.

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TAX FILING

We prepare and e-file your annual 990N postcard, 990 EZ, and form 990, telling the  accomplishments of your organization for donors and stakeholders.

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Michelle is awesome!! She's always willing to answer our questions with patience. She has high integrity, solves problems, and communicates effectively.

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Ruby Tovar-Morin

Ebenezer Church San Diego

Food Donation Volunteers

  FREEING YOU UP TO FOCUS ON THE IMPORTANT THINGS  

Disclaimer

We are not CPA's and cannot provide audited books. We will work with your CPA to make the process as simple as possible, and can provide referrals for auditors and financial review professionals as needed.

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