The Nonprofit To Do List:
                                               Run the program.
                                               Serve the population.
                                               Raise awareness.
                                               Make an Impact.

 You Do Important Work Within Your Community!


Who do you have doing this important work behind the scenes?
     Budgeting, Analyzing the financials, Writing the grant, Ensuring compliance with grant requirements, Reporting on the                       grant, Preparing for the audit, Answering the tax questions, Paying the payroll, Paying the vendors, Tracking the donors... 

The Nonprofit world can be extremely demanding.  Volunteer Boards and Executive Directors are challenged everyday to maintain focus on missional programming and high-impact, community improvement outcomes.  Funding for programmatic or constituent-facing staff and activities is often the most plentiful in stark contrast to scarce funding for equally necessary overhead and support staff costs.  How does your nonprofit's budget afford to have the necessary expertise of an HR, Grant writing, and Accounting office within a single line item that might financially only fund a single staff member?
​How does a small nonprofit meet all the demands of:

• Fiscal Oversight
• Bookkeeping
• Budgeting
• Payroll Processing
• Finance Committee Collaboration
• Financial Reporting
• Human Resource Documentation
• Employee Benefit Tracking
• Donor Tracking
• Development/Event/Appeal Tracking
• Grant Applications
• Grant Compliance
• Grant Reporting
• Financial Audit Preparation
• Tax Information Gathering
• Board of Director Advisement
• Special Projects:
  • ​Construction Project Tracking
  • Capital Campaign Tracking
• Financial Software Management

Our Experience:

• Our team has worked with nonprofit clients in Ohio since 2001.
• We have experience supporting technology initiatives, software implementation, fundraising and capital campaigns, performing regular bookkeeping, creating meaningful reporting, advising Boards of Directors, preparing and facilitating financial audits, participating in grant writing, reporting and compliance, and participating on operational management teams.
• The size of our nonprofit clients has ranged from less than $1MM annual budget to over $30MM in annual budget.
• We have experience with various nonprofit software suites including: American Fundware, Sage, MIP, QuickBooks Non-profit Edition, Great Plains, Blackbaud, DonorPerfect, Network for Good, and Raisers Edge.
• Members of our team have worked in Public Accounting environments (CPA firms) as auditors of nonprofit and governmental entities. 
• We have experience with both sides of an A-133 audit, required for nonprofits receiving certain levels of federal funding.
• Members of our team have served as C-Level directors for large nonprofit entities.
• We are finance people, with accounting,  finance, and technology backgrounds.  Our reporting will strengthen your ability to make financial decisions.
• Our firm is local,  with our primary office located in downtown Toledo. 
• Our team has existing, solid relationships and a history of working hand-in-hand with accounting, tax, and auditing firms in the Northwest Ohio area.
• All services offered are ala carte and based upon your specific organization's needs.

Contact us for a free consultation.  We work to fill the gaps in the your organization's support team, not duplicate processes or add unecessary complexity to your organization.  Let us create a custom scope of work and proposal that fits your needs now.  As your nonprofit grows or encounters the need for more or different elements, we can adjust and grow with you.