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