Accounting for Tax Exempt Organizations

Many campaigns overlook the complicated processes involved in seeking tax-exempt status as a 501(c)(3), 501(c)(4) or 501(c)(6) organization. We can provide customized services that will meet your needs, as we are well-versed in the technicalities inherent in the process.

On a consulting basis, we offer services that include:

• Collecting and creating myriad documents to satisfy exemption application requirements
• Submitting those applications to California Franchise Tax Board and IRS
• Designing your bookkeeping and accounting system (both software and reporting formats)
• Providing internal audit support
• Reconciling all aspects of accounting
• Developing monthly financial statements
• Providing a full suite of bookkeeping services (off-site only)
• Offering payroll services
• Overseeing bookkeeping projects
• Creating budgets and reporting packages that serve staff, board and external viewers