Non-Profit Services

Giving organizations the accounting expertise they need, without the hassle of In-House hiring.

Our Approach

Organization Assessment

Discovery of current financial processes and systems. Determine client financial and operational goals. Agree to level of service and monthly fee.

Implementation

Implement cloud based systems. Establish client specific performance metrics. Train management team on new processes and systems.

Client Services

Provide continuous, accurate, and timely financial reporting. Review and analyze financial and operational performance with clients.

Open Communication

Our clients are free to call, email, text, and schedule office and virtual meetings at any point during the month. No hidden hourly billings.

Monthly Flat Fees

Flat monthly fees, no hourly billings. Rates are agreed upon from the beginning of engagements based on level of service needed. Other services can be added as needed.

Continuing Eduction

Navigate non-profit tax changes with peace of mind.

Real-Time Data

Books are maintained up to date to always know how much cash is on hand, who owes you, and who needs to be paid.

Reduce Fraud

Complete transparency into income and expenses with digital document management, including proper bill approval structures.

Specialize Reporting

We provide the reporting that you need as an organization for management, for your Board, and for compliance requirements.

Audit & Compliance Preparation

We will make sure that your organization is audit-ready, and that tax preparation process is as painless as possible.

Service Packages

Paperless receipt/expense processing
Posting all bank transactions
Monthly bank reconciliations
Posting revenue & expenses
Credit card transactions & reconciliations
Monthly sales ledger reconciliations
Monthly sales tax reconciliation
Completing payroll journals
Foreign currency transactions adjustments
Maximize your tax deductions
Unlimited email and telephone support
Basic management reporting every quarter
Expense monitoring and advice
Precision accounting with accruals
Maintaining your fixed asset register
Full management reporting every month
Receivables monitoring
Completion of sales tax returns
Completion of annual financial statements
Weekly reports on your key numbers
Enhanced credit control
Quarterly online business review meetings
Your holistic cloud financial system
Cloud accounting software – typically $720 per year
990 Tax Return

Premium

Unlimited
Free
Free

FULL

5 Key Expenses
Free
Free

Entry

Free
A La Carte

Service Packages

PREMIUM LEVEL

Paperless receipt/expense processing :
Posting all bank transactions :
Monthly bank reconciliations :
Posting revenue & expenses :
Credit card transactions & reconciliations :
Monthly sales ledger reconciliations :
Monthly sales tax reconciliation :
Completing payroll journals :
Foreign currency transactions adjustments :
Maximize your tax deductions :
Unlimited email and telephone support :
Basic management reporting every quarter :
Expense monitoring and advice: Unlimited
Precision accounting with accruals :
Maintaining your fixed asset register :
Full management reporting every month :
Receivables monitoring :
Completion of sales tax returns :
Completion of annual financial statements: Free
Weekly reports on your key numbers :
Enhanced credit control :
Quarterly online business review meetings :
Your holistic cloud financial system :
Cloud accounting software (normally $720/year) : Free
990 Tax Return :

FULL LEVEL

Paperless receipt/expense processing :
Posting all bank transactions :
Monthly bank reconciliations :
Posting revenue & expenses :
Credit card transactions & reconciliations :
Monthly sales ledger reconciliations :
Monthly sales tax reconciliation :
Completing payroll journals :
Foreign currency transactions adjustments :
Maximize your tax deductions :
Unlimited email and telephone support :
Basic management reporting every quarter :
Expense monitoring and advice: 5 Key Expenses
Precision accounting with accruals :
Maintaining your fixed asset register :
Full management reporting every month :
Receivables monitoring :
Completion of sales tax returns :
Completion of annual financial statements: Free
Weekly reports on your key numbers :
Enhanced credit control :
Quarterly online business review meetings :
Your holistic cloud financial system :
Cloud accounting software (normally $720/year) : Free
990 Tax Return :

ENTRY LEVEL

Paperless receipt/expense processing :
Posting all bank transactions :
Monthly bank reconciliations :
Posting revenue & expenses :
Credit card transactions & reconciliations :
Monthly sales ledger reconciliations :
Monthly sales tax reconciliation :
Completing payroll journals :
Foreign currency transactions adjustments :
Maximize your tax deductions :
Unlimited email and telephone support :
Basic management reporting every quarter :
Expense monitoring and advice:
Precision accounting with accruals :
Maintaining your fixed asset register :
Full management reporting every month :
Receivables monitoring :
Completion of sales tax returns :
Completion of annual financial statements:
Weekly reports on your key numbers :
Enhanced credit control :
Quarterly online business review meetings :
Your holistic cloud financial system :
Cloud accounting software (normally $720/year) : Free
Business Tax Return : A La Carte

Find out more about our fixed pricing & guarantee

Rahul Maitra CPA

ACCOUNTING & TAX SERVICES

8810 Irish Rd. ~ Faber, VA 22938

(914) 806-4811