our services for


See below for ways we can be of service to you.


Financial statements –whether compiled, reviewed, or audited –have become the single most important basis for measuring an organization's financial health. The banks need it. The nonprofit boards rely upon it. The donors request it. Not only are these statements intended to provide accountability to management and comparability to other organizations, they are crucial for management's internal use in gaining an accurate perspective of where the organization stands and what changes need to be made to ensure that resources are most effectively used to achieve long terms goals of the organization.

We take the financial information you give us and help you make the necessary adjustments to arrive at an accurate picture of your organization’s financial operations and position. Then we help you understand and analyze the information so that you can make more informed decisions and plan strategically. Our goal is to handle the accounting technicalities so that you can put your time and energy into running your organization with greater effectiveness, which includes helping you improve your financial processes and reporting. 

Specific financial reporting services include:

  • Audits, reviews, and compilations
  • Agreed upon procedures
  • Accounting checkup

For more information on our financial reporting services, please contact us. We would be happy to walk through the specific needs of your organization in more detail.

tax planning and compliance

We know taxes. In fact it’s not just our specialty, it’s our passion. We help our clients develop tax strategies that work, and qualify for as many deductions and tax credits as possible to minimize tax liabilities. We work with ministries, churches, nonprofits, and pastors to guide them through the complex tax environment and offer tax planning assistance throughout the year.

Not-for-Profit Organizations and Churches

We help organizations apply for and receive tax exempt recognition from the IRS. Once received, we help organizations navigate through the maze of state property tax exemption and use rules, understanding when your organization is required to pay or collect sales tax, understanding and complying with unrelated business income tax issues, and advising on designated charitable contribution issues. 

Pastor Taxation

We firmly believe that the best tax strategies come from viewing your lifestyle and finances holistically. You need advice that is practical to your everyday life. We like to take the time to learn about your plans for the coming year –anticipated expenses, changes in employment, projects underway, etc. –so that we can accurately project and help minimize your tax burden and to help you get the maximum benefit from your housing allowance. We encourage you to contact us throughout the year as circumstances change and you are faced with new decisions that may have a significant tax impact. 

Specific tax services include:  

  • Prepare federal and state tax filings as required
  • Assist not-for-profit organizations in filing IRS exemption application, annual tax returns, and tax credit refunds
  • Assist in compliance with payroll tax regulations
  • Advise con specific tax questions and assist in tax planning
  • Provide counsel and help to structure a minister's compensation to reduce taxes
  • Provide counsel and assistance in obtaining property tax exemption rulings relating to uses of church or school property

If you would like more information about our tax services and the ways we can help you or your organization, please contact us and we would be happy to talk with you further. We understand that each tax situation is unique so we would welcome the opportunity to discuss your needs or questions in more detail.



Our consulting services are designed to provide the practical insight and solutions you need most for your not-for-profit organization. Our services can help you to identify the risks that need to be addressed and the opportunities to be capitalized. We customize our projects to fit the size and complexity of your organization. W are committed to giving you the tools and ideas to produce measurable results and keep your organization’s momentum headed in the right direction.

Our services include, but are not limited to:

  • Accounting checkup
  • QuickBooks™ training and assistance
  • Agreed upon procedures
  • Payroll compliance
  • Risk management
  • Accounting policies and processes
  • Internal controls design and evaluation
  • Cash flow management
  • Revenue projections and forecasting
  • Cost management and budgeting
  • Accounting standards implementation
  • Theft and fraud investigations (forensic accounting)

We believe we can help your organization reach its full potential, and we would love to talk with you further. Please contact us and we will respond to your questions as soon as we can.