Practice Areas

Services provided are not limited to the areas below.  Contact us to discuss how we can be your partner to support your accounting needs while you focus on your business operations.  First meeting is a free consultation to review business needs.

Not-For-Profit Accounting


Initial Setup to Include Filing for Exempt Status with the IRS

Preparation of Not-For-Profit Financial Statements


Fundraising Event Management


Charitable Gaming Regulatory Filings 

ABC Licensing

Sales and Use Tax Exemption

Registration with the State Attorney General for Solicitation of Donations.

Formation and Training of Board of Trustees and Finance Committee



Preparing and Processing Payroll 

Payroll Federal, State and Local Withholding filings

Benefit Plan Management 

New Employee On Boarding

Personal Finance

Management of Personal Finances

Elder Care of Personal Finances

FAFSA - Financial Aid Form Completion

Completion of Private School Aid Forms 

Reconciliation of Medical EOB to Medical Bills

Personal Budget Preparation 


Accounting Services


Quickbooks Pro Certified

AICPA Not-For-Profit Certification

License KY CPA 6458 and Firm License 1842

Process Accounts Receivables to Include Invoicing and Collection of Debts

Process Accounts Payable

Bank Reconciliations

Financial Reports for External Stakeholders

Management Reports

Endowment Accounting

Business Process Improvements

Cost Accounting to include Bill of Material Development and Product Costing

Grant Management

Local, State and Federal Grant Management

Filing Initial Grant Applications

Preparing Grant Reports to Granting Agencies

Providing Management Reports on Grants

Startup Advisory Services


Organization of Entity with Secretary of State

Registration with Federal, State and Local Regulatory Agencies.

Business Plan Preparation

Payroll Withholding Account Setup for Federal, State and Local agencies

Business Policy Development

Training New Employees



Preparing Tax Filings for Small Businesses and Not-for-Profits.

1065 Partnership

1120 Series Corporation

1120-H Home Owner Associations

990 series for Exempt Organizations

State Tax Filings

Local Tax Filings

Property Tax Returns

Payroll Tax Filings

1099 Preparation

Sales and Use Tax Filings