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Expert Accounting and Auditing Solutions Tailored to Your Needs

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Specialized Services for Nonprofits

Audit and Assurance Services

Tax and Regulatory Compliance

Independent audits and financial statement services designed to meet board, lender, grantor, and regulatory requirements. Federal and state tax filings, Form 990 compliance, charitable registrations, and ongoing regulatory support.

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Charitable Gift Annuity Reporting

Specialized expertise in charitable gift annuity financial reporting, reserve calculations, and state filing requirements.

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Internal Control Assessments

Evaluating and strengthening your organization's internal controls to mitigate risks and improve operational efficiency.

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"Shelley invested the time to truly understand our organization and its unique financial activities. Her thoughtful approach and nonprofit expertise led to a significantly improved presentation of our financial statements, providing greater clarity for our board, donors, and stakeholders than we experienced with our prior CPA firm."

– Executive Director, Nonprofit Client

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