bookkeeping for nonprofits Orlando

The company offers bookkeeping, cloud-based accounting, general ledger cleanups, and the creation of templates for invoices. The firm develops a customized business plan for real estate businesses. These include brokers, developers, student housing property managers, and condo associations. The company is led by Janell Barrett who has 14 years of experience in community association accounting.

bookkeeping for nonprofits Orlando

YPTC’s commitment to excellence includes the identification of specializations, and addressing each organization’s unique needs. A review is more detailed and comprehensive in scope than a compilation. During a review, we will assure that the full disclosure financial statements are prepared appropriately by asking management questions about the information provided to us and analyzing the data. The IRS uses this particular revenue and expense classification to determine if your organization will retain its tax-exempt status. So you must build your accounting system around these revenue and expense classifications.

Accounting & Tax Services for Non-Profit Organizations

Tom Whitcomb – Tom graduated from Brigham Young University with a Bachelor of Science degree in accounting. He later transferred and worked in the Las Vegas and Orlando offices of that organization. In 1995 he helped found his own firm located and serving Bookkeeping Services in Orlando clients in the Central Florida area. He has received his CPA designation in the states of California and Florida. Whether we prepare a compilation, review, or audit for you, our reports always meet or exceed professional and industry standards.

  • But with Complete Small Business Solutions by the side of the non-profit organizations in Florida, they need not worry at all.
  • We prepare timely and accurate financial reports and then provide you valuable analysis of your financial data.
  • Steve Sheridan, CPA – Steve joined one of STWMS ‘s predecessor firms, Schafer, Mitchell and Sheridan PA in January 1996.
  • Accurate and reliable accounting and bookkeeping requires a specialized skill set that only comes from experience and training.
  • The discounted rate encourages more non-profits to utilize this form of marketing to reach a broader audience and make a more significant difference in their communities.

We will manage your bookkeeping and help keep your business on track, all for a very reasonable fee. Join us for an episode to share your story in the not-for-profit industry. Dan is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. The favorite local charity that he supports is Christian Help Foundation, Inc. in Casselberry, Florida where they serve people who are unemployed and actively seeking employment. Dan Hinson – Dan attended University of South Florida in Tampa, Florida where he received his Bachelor of Accounting degree.

Your Unique Needs

With our assistance, you will make better business decisions, lower your overhead, and free up your valuable time to focus on your programs. With Fontana Consulting PLLC as your partner, you can rest assured knowing an experienced CPA is supervising and improving the financial side of your business. He has extensive experience in the area of the Low Income Housing Tax Credit
(LIHTC) program.

It is one of the most trusted and reputed companies that offer specialist accounting and CPA services to non-profit organizations. At Complete Small Business Solutions, we have a team of experts who are adequately trained and vastly experienced to provide the best of the services ensuring complete satisfaction among the users. Our team dedicatedly works to make sure that each of our nonprofit clients in Florida is able to continue smoothly with their work without any kinds of interruptions. So, as a nonprofit organization in Florida, if you need any help with accounting, bookkeeping, payroll, financial, or tax services, do not hesitate to give us a call and request an initial consultation. After the consultation, we at Complete Small Business Solutions would ensure that you do get even a single chance of complaining regarding our services. If you are looking forward to non-profit accounting services in Florida, then you are at the right place.

Auditor of choice

Depending on the scope of their activities, they may also need to pay state or local taxes. Withum’s Not-for-Profit and Education Services Team brings value to the relationships with our tax-exempt clients by offering innovative advisory solutions alongside the necessary not-for-profit accounting and tax services. We’ve helped nonprofits enhance workplace collaboration to become more efficient, saving them time and money. Tax-exempt entities look to us for guidance on how to structure organizational growth and succession plans. With over 13 year of experience, Rose has been performing a variety of professional accounting functions from payroll and sales tax to preparations of financial statements. As a QuickBooks ProAdvisor, she also consults with clients helping them with account set up and clean-up.

bookkeeping for nonprofits Orlando

His public accounting experience has focused primarily on tax and accounting issues for Agriculture, Real Estate and Manufacturing entities. Want an easier way to quickly share the information your nonprofit needs to make informed business decisions? Are you interested in converting piles of information into a dashboard that’s not only easy to understand but accessible? YPTC offers data visualization services that can help you make data-driven decisions and access the information that you need to run your organization from anywhere. An audit meets the most stringent reporting standards and provides the highest level of assurance that an organization’s financial statements are materially accurate.

What is bookkeeping?

He is a member of the American Institute of Certified Public Accountants. Reports expenses for each program or service, like seminar programs or educational mailings. With all the expenses allocated to either program services, fundraising, or operations. Helping you find ways to reduce costs, increase your revenue
and improve your ability to serve your customers.

The company provides a range of bookkeeping services, including check writing, payroll processing, and financial statement filing. It also offers internal management reports, financial analyses, general ledger computations, and bank reconciliations. It is a Certified QuickBooks ProAdvisor, so it can design and implement a custom QuickBooks account tailored to the needs of a business. The Accounting Alliance for Small Business, P.A., has been serving clients in Orlando since 1993. Commercial clients can hire the firm to handle the bookkeeping of their financial transactions.

Tax Solutions & Bookkeeping

The organization’s income earned can be exempt from federal income tax depending on the nature of the organization and its activities. Organizations established for the public, educational or religious purposes are generally exempt from federal taxes. Non-profits that qualify for 501(c)(3) status are also often eligible for exemption, as well as certain organizations such as labor unions, fraternal organizations, and veterans’ associations. Other exemptions may include political and social action groups, governmental entities, and foreign organizations. To determine if they are eligible for exemption, an organization should consult legal counsel to ensure that all requirements are met. In some cases, tax filing may still be required even if the organization is exempt from paying taxes.

bookkeeping for nonprofits Orlando

The firm helps self-employed professionals and business owners with bookkeeping, payroll, and tax preparation and planning. Its services include monthly bookkeeping, QuickBooks consulting and training, custom management reporting, cost accounting, and financial reporting. Its founder, Milena Chauncey, has 10 years of experience in business development. She serves small and medium-sized businesses and likes working with QuickBooks. Complete Small Business Solutions is a professional and reliable nonprofit accounting service provider in Florida.

Nonprofit Accounting Specialists

Nonprofits choose Withum to provide the support and guidance needed to succeed in a technology-driven world full of ever-changing rules and regulations. Marnie Shewmaker – Marnie was born in Alabama and graduated high school and college in Alabama, but spent 10 years in Atlanta during her youth. Marnie
attended Jacksonville State University in Jacksonville, AL where she obtained her
BS Degree.

Lomness CPA is a full-service tax and accounting firm that serves individuals and businesses in Orlando and the surrounding areas. With a team of Certified QuickBooks ProAdvisors, it provides daily, weekly, monthly, quarterly, and annual bookkeeping services. Its bookkeeping tasks cover the tracking of clients’ revenue and expenses, sales receipts, and payable and receivable accounts. Other services that it offers include payroll, tax preparation, and tax filing. Lomness CPA is a member of the American Institute of Certified Public Accountants. Better Business Services caters to individuals and commercial clients in the Orlando metro.

The proper maintenance of the compliance standards for the exemption of tax is one of the most difficult tasks for many non-profit organizations. In this situation, Complete Small Business Solutions offers tax planning and compliance for non-profit organizations. Apart from tax planning and compliance services, the various services offered by Complete Small Business Solutions to the non-profit organizations of Florida are as enumerated below. The firm maintains financial records, prepares cash flow analyses, curates annual financial reports, and creates business plans. The firm handles payroll, INS, IRS, due diligence, and internal auditing matters.