We provide comprehensive preparation and submission for your Form 990 filings. This ensures your organization retains its tax-exempt status while transparently presenting your mission-driven operations, executive compensation, and governance to the public and regulatory bodies.

Unlike standard commercial accounting, our bookkeeping tracks revenues and expenditures by restricted, temporarily restricted, and unrestricted funds. This specialized approach maintains strict internal controls and ensures every dollar is accounted for according to donor intent.

We establish detailed accounting systems to track grant funds, map expenditures directly to specific grant requirements, and categorize functional expenses (Program, Administrative, and Fundraising). This protects your funding sources and satisfies strict grantor reporting rules.

We're proud to be LOCAL! Our office is right here in Ashburn, VA, serving businesses and individuals throughout Northern Virginia and Washington DC since 2011. You can meet with us in person if you prefer. We also offer remote/virtual consultations and secure file transfers for convenience. Whether you want face-to-face meetings or prefer working remotely, we're flexible. Many clients appreciate having a local CPA they can call and meet with when they need in-person advice.

We provide end-to-end guidance for new and growing organizations. This includes filing Form 1023 for federal tax exemption, structuring initial governance, establishing internal financial controls, and ensuring ongoing compliance with state and federal regulations.

We deliver customized financial reports, budgeting templates, and executive advisory services. Designed specifically for leadership teams and board members, these insights provide clear visibility into cash flow, operational performance, and long-term financial sustainability.

We handle the setup and maintenance of state-level sales and use tax exemptions, charitable solicitation registrations, and annual state corporate filings. This protects your organization from unnecessary tax liabilities and ensures you remain legally authorized to fundraise across different states.