FEATURES+SERVICES

ORGANIZATIONAL COMPLIANCE

• Annual filing of State and Federal Forms

• Annual Financial Statement

• Annual filing with the state Attorney General for option to conduct raffles

• Guidance in best practices within nonprofit sector on fiscal procedures

• Compliance with Accounting Principles

• Legal Consultation on project activities

• Tax receipts issued to donors for contributions

BOOKKEEPING

• Income

  • Process all revenue of the project including donations, grants, contracts, memberships, project related sales income, and in-kind donations

• Expenses

  • Offer streamlined system for projects to provide receipts and invoices for expenses and reimbursements

  • Process all payments for the project via check, electronic fund transfer, and wires

  • Disburse funds by request to expense account cards for project use

• Financial Reporting

  • Produce profit and loss statements as needed

  • Administer restricted funding accounts for grants and fundraising programs as needed

PAYROLL

• Process payroll, payroll taxes, and periodic filings for partner employees or contractors

LEGAL AND ADMINISTRATIVE SUPPORT

• Provide legal counsel for project growth and management

• Facilitate “spin-off” when projects are prepared to secure and maintain 501(c)(3) status