Services

Schools & Local Governments

Our firm’s work with school districts and local governments runs deep; we bring a combined forty years of experience providing a range of services specific to these markets. Conducting financial, operational, and compliance reviews of all types is the core of these services—including financial statement audits, audits of pension plans, and internal control reviews.

Our background allows us to provide added value to the entire auditing process, including ideas to improve compliance, as well as performance. We also have extensive working knowledge of federal, state and local regulations to assist clients in timely and accurate filings of required reports, forms and documents. Our considerable experience auditing school districts and local governments means we can also help clients prepare for audits to be conducted by another firm.

Our CFO and Controller services include budgeting, board presentations, tax levy preparation, cash flow management, long-term financial projections, and assistance with general ledger conversions. Because we understand the full scope of the accounting process in schools and local government, we can help you identify and address internal control risk, and find efficiencies in processes and budgeting.

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Non-profits

For many small- to mid-size not-for-profit organizations, having an in-house accounting staff and investing in general ledger systems can be cost-prohibitive. Our firm has the knowledge and experience to take care of all aspects of your finances, which allows your organization to focus your resources on executing your mission.

Our basic accounting and bookkeeping service works in tandem with our outsourced CFO and controller functions to provide non-profit organizations of all sizes a seamless accounting and finance operation. We are also flexible to work with you on an ongoing, quarterly or special project basis.

We bring our extensive experience with audits of all kinds to the specific audit and compliance needs of non-profit organizations. Our vast working knowledge of federal, state and local regulations, as well as grant reporting requirements, means we can assist you in timely accurate filings of required reports, forms and documents.

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Small Businesses

Oftentimes, small businesses need someone not only to “do the books,” but also to help them understand the numbers so they can make informed, strategic business decisions. We believe in supporting local small businesses, and are committed to providing accounting and financial consulting services to help them grow. Our experience with a top-tier accounting firm means we can bring you premium expertise at reasonable cost. These services also work in tandem with our outsourced CFO and Controller functions, to provide small businesses a seamless accounting and finance operation.

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