Financial statements
• Compilation
• Review
• Current Value

Audits
• Financial statement
• Single (A-133)
• Yellow book
• Pension

• Financial data analysis
• Customized management reports
• Cost report preparation and analysis

Accounting records creation and maintenance
Accounting systems design
Preparation of exempt organization returns (990, 199, CT-2, 990-T, 109)

Preparation of pension plan returns (5500, 5500CR)
Updated information on changing laws and regulations such as unrelated business income

Revenue generation
Government grant/contract negotiations, rate setting
Budgeting
Internal control assessment and strengthening
Cost allocations and provisional rate analysis
Planning and analysis
• Strategic planning
• Business plans
• Cash flow and forecasting
• Needs analysis
• Feasibility studies
• Program viability, cost and contribution analysis
• Long-term financial planning

• Client training and seminars
• Management and staff interviewing, assessment, evaluation