Accounting, Tax and Advisory Firm

MoneyMinder also features a document library that contains all the commonly used forms, templates, and documents that can be used for quick references. These include meeting agendas, audit findings, check letters, and internal revenue service (IRS) documentation for nonprofits. Renee’ has many years in accounting on different levels throughout her career. She is flexible and has the ability to adapt to new career environments quickly! Due to her well experienced background in accounting, she can devise solutions to any challenge.

She loves taking on new challenges and strives to meet every deadline with a positive, can-do attitude. Her free time is spent with her husband and four beautiful children playing games and going for walks. Jeremy holds a Masters in Financial Management and has 20 years of experience in leadership roles including corporate accounting, banking, data analysis, and compliance reporting. He keeps his finger on the pulse of every deliverable and makes it a point to develop a thorough understanding of every organization’s operations and reporting. But he cannot deliver the excellence we are known for without his team.

Issues Nonprofit Organizations Face While Growing

While you work on your mission, we’ll streamline your accounting functions and make sure your financials are clean and up to date. With our guidance, your organization will preserve the integrity of your transactions, demonstrating transparency for donors and compliance with government regulations. We’ll also show you how to keep or apply for tax-exempt status with the IRS and will prepare your Form 990 tax return at year-end. Lalea & Black is a full-service Los Angeles CPA firm specializing in outsourced accounting, bookkeeping, business management, and tax services. Nonprofit Collaborative of Southern California
Janet Fohrman is the founder of the Nonprofit Collaborative of Southern California (NPCSC).

Megan specializes in data management, Excel wizardry, and report creation. She enjoys reading non-fiction, traveling with her family, board games, and cross-stitch. When we oversee your accounting and bookkeeping processes, you’ll see how to stretch your funds farther so your organization can accomplish the most good.

Staff Accountant – Accounting Dept.

After witnessing how often organizations’ needs for financial services go unmet, Rob dove into accounting and hasn’t looked back since. When he’s not poring over information in QuickBooks, you might find him hiking, cooking, or spending hours playing guitar. Trust the veteran CPAs at Lalea & Black to provide you with the best small business accounting services in Los Angeles.

We understand the internal controls, financial accounting, and compliance drivers that contribute to a financially strong nonprofit organization. Your Windes team is committed to bringing nonprofit accounting expertise through our audit, tax, and advisory services. Our goal is to help your nonprofit organization accomplish bookkeeping los angeles its mission in a smart and cost-effective manner. Wave Accounting is an online invoicing and accounting solution that simplifies nonprofit bookkeeping processes. Some of the notable features of the software include payment tracking, payroll management, credit card processing, and finance management, among others.

Wave Accounting: Offers finance and invoice dashboards

Jeremy enjoys attending concerts, singing karaoke, and following sports, especially the   soccer and gymnastics teams of his two sons. Having access to a comprehensive set of tools to strengthen a nonprofit’s financial management, board governance, and strategic planning is essential to success. Propel Nonprofits’ free online resource library helps your nonprofit develop and implement effective practices. Megan has been working in financial management, data analysis, and reporting for over five years. Before joining Nonprofit Bookkeeping, she was a supply chain analyst with the world’s largest flexible packaging manufacturer. Her Bachelor’s degree is in Supply Chain and Operations Management and she is working on her Master’s Degree in Business.

Let us take away your stress and have us get your accounting records ready for audit. We will be the primary point of contact with the auditors and do all the heavy lifting. Our CPAs and MBAs afford you the kind of expertise you would normally get from an experienced CFO. Our income statements, balance sheets, expense reports, and other documents are comprehensive and precise, designed to give you the insights necessary to grow your business in less time. Between the competing demands of management, auditors, funders, board members, and staff, you need a partner who knows nonprofits. Propel Nonprofits’ programs and services provide a holistic approach to meet your most pressing needs, including the ability to more closely link strategy, governance, and finance.

Why Choose Us for Your Small Business Accounting Needs?

In her spare time, Sarah loves to cook, golf, fish, and is always working on plans for her next vacation. With her background in banking and operations, she is our team unicorn. Amber manages our communication and client relationships to ensure we are living up to our internal values and loftiest of standards. She also keeps us all in line and validates we are delivering on time, every time.

Our firm maintains a boutique client list that enables us to give specialized attention to each and every client.

We focus on your numbers so you can focus on your mission.

Wave Accounting features a finance dashboard that displays cash flows, bills, net income, bank account statements, and other financial insights useful to a nonprofit treasurer. MoneyMinder is an online accounting solution for nonprofit organizations that allows users to manage their finances, reconcile bank accounts, and track volunteer activities. The software features budget templates that can be modified while creating custom budgets for the nonprofit organization. These budgets can be categorized based on different activities, such as fundraising, administration, and programs. You can keep track of your budget and compare it with the actual expenses to set future goals. As a nonprofit organization, it’s your responsibility to maintain accurate financial records but the requirements are complex and the process is time-consuming.

For us, a great day at the office is one where we take care of the numbers, so you can focus on what you do best — making a positive impact on your mission. The “most affordable” tool is identified based on the lowest pricing a vendor offered on their website in terms of cost to upgrade as of May 02, 2022. California Accounting would be pleased to get in touch to discuss your accounting and tax needs. Click the link in the email we sent to to verify your email address and activate your job alert.

Marcum Celebrates Fifth Consecutive Year as an Award-Winning Accounting Services Provider

It’s members consist of CPA, Marketing, Attorney, Insurance and other industry professionals that service nonprofit organizations. The nonprofit accounting software allows you to create custom invoices using several built-in invoice templates available in Excel, Google Docs, and PDF formats. The software also allows you to schedule invoices for a later date and set recurring invoices for any day of the week or month. Wave Accounting also features an invoice dashboard wherein you can see details related to billing and invoicing, such as overdue payments, outstanding invoices, and next payouts, among others.