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We manage the bookkeeping process ourselves or by serving as guides for our clients’ onsite bookkeepers. We emphasize timely entries, backup documentation management, and regular reconciliations.
We manage our clients' books in a way that makes the annual 990 tax filing a smooth process. When the time comes, we work closely with CPA firms to provide information for the tax filing. We prepare schedules including depreciation, net asset roll-forward, and the statement of functional expenses.
We work alongside our clients' and CPA/Audit firms to help complete audit services including Compilations, Reviews, Audits, and Single Audits.
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