Business Details
14 Years
experience
Trusted Nonprofit Accounting and Tax Services
We are a boutique accounting firm dedicated to serving nonprofit organizations, member associations, and small businesses. Founded in 2012 by experienced professionals with decades of combined nonprofit expertise, we specialize in outsourced accounting, tax services, and business management solutions tailored to the unique needs of mission-driven organizations. Our team of certified public accountants leverages advanced technology to automate financial processes, ensuring accuracy, compliance, and efficiency while reducing administrative burdens.We provide comprehensive bookkeeping, audit services, and IRS Form 990 preparation, with a focus on empowering nonprofits to maintain donor trust and achieve long-term sustainability. Through personalized training and coaching, we help organizations optimize their financial operations and adapt to evolving regulatory requirements.
Services
Bookkeeping
Financial Statements
Tax Services
Audit Services
Staff Training
Details
- Year established: 2012
Highlights and features
- We offer over 10 years of specialized nonprofit accounting expertise.
- Our team includes certified CPAs with deep industry knowledge.
- We utilize API-driven automation for efficient financial processing.
- We provide tailored training for nonprofit staff development.
- Our services ensure compliance and donor trust through accurate reporting.
Associations and certifications
- Intuit ProAdvisor
Services
Bookkeeping
Our automated bookkeeping solutions streamline transaction processing for nonprofits using API integration. We handle monthly categorization of revenue streams unique to charitable organizations while providing staff training to enhance internal capabilities. This ensures accurate financial records and compliance with donor requirements.
Financial Statements
We prepare audited financial statements for member associations, private schools, and religious organizations. Our expertise includes compliance reporting for IRS Form 990 and 1120-H filings, ensuring transparency and regulatory adherence for nonprofits across multiple states.
Tax Services
Specialized tax preparation services for nonprofit organizations include IRS Form 990 and homeowner association 1120-H filings. With experience handling hundreds of returns in North Florida and beyond, we ensure accurate submission and compliance with evolving tax regulations.
Audit Services
We provide audit and attest services specifically for charitable organizations, member associations, and educational institutions. Our CPAs conduct thorough examinations of financial records to verify accuracy and compliance with accounting standards for nonprofit entities.
Staff Training
Our team offers personalized training programs for nonprofit staff using Intuit accounting platforms. We provide hands-on coaching to improve financial management capabilities and ensure efficient use of automated accounting systems for back-office operations.
People
Holly Hursey
Partner, Founder, CPA
Holly specializes in nonprofit audit services with expertise in private schools and charitable organizations. She brings over a decade of experience in nonprofit accounting solutions and founded the firm in 2012 to better serve mission-driven clients.
Elaine McConnell
Partner, CPA
Elaine offers 20+ years of financial leadership experience as former CFO of a regional credit union. She specializes in nonprofit tax services and consulting, providing strategic financial guidance to charitable organizations and associations.
Questions
What nonprofit accounting services do you offer?
We provide bookkeeping, financial statement preparation, audit services, and tax compliance for nonprofits, including IRS Form 990 and 1120-H filings.
Do you work with organizations outside Florida?
While based in North Florida, we serve nonprofit organizations nationwide with remote accounting and tax services tailored to their specific needs.
How do you handle nonprofit tax filings?
Our team specializes in nonprofit tax compliance, preparing IRS Form 990 returns and 1120-H filings with expertise in state-specific requirements.
Can you train our accounting staff?
Yes, we provide hands-on training for nonprofit staff using Intuit accounting platforms to improve financial management capabilities and system efficiency.
What technology do you use?
We leverage Intuit ProAdvisor tools with API integration to automate transaction processing and financial reporting for nonprofit organizations.
