General Ledger Maintenance

Accounts Payable & Receivable

Bank Reconciliations

Monthly, Quarterly, and Annual Financial Statements

Payroll Processing and Compliance

Cash Flow Management

Individual Tax Preparation (Form 1040 and schedules)

Business Tax Preparation (Forms 1120, 1120S, 1065, etc.)

1099 Preparation and Filing

IRS Form 990, 990-EZ, or 990-N Preparation

Form 990-T (Unrelated Business Income Tax)

Indiana Property Tax Filing

Sales and Use Tax Filing

Payroll Tax Reporting

Estimated Tax Payment Planning

Fund Accounting and Class Tracking

Chart of Accounts Setup for Nonprofit

Bank and Grant Reconciliation

Restricted vs. Unrestricted Funds Tracking

Budget-to-Actual Reporting

IRS Form 990, 990-EZ, or 990-N Preparation

Form 990-T (Unrelated Business Income Tax)

State Charity Registration and Renewals

Sales Tax Exemption Assistance

IRS Correspondence & Audit Representation

Board Reporting Support

Board Education on Financial Statements

Budget Development & Forecasting

Financial Policies and Procedures Review

Strategic Planning Support (financial modeling)

Grant Tracking and Financial Reporting

Grant Proposal Budget Support

Donor Stewardship Reporting (custom financial reports)

QuickBooks Setup & Training

Accounting Software Selection & Migration

Staff Training on Financial Processes

Cloud-based Document Management Setup