Financial Clarity for Your Not-for-Profit Organization
QuickBooks-certified CPA services for DC, Maryland, and Virginia non-profits.
We Understand Your Challenges
Running a non-profit is hard enough. Let us handle the financial complexity so you can focus on your mission.
Tired of messy books?
Get organized financials that give you peace of mind
Worried about 990 compliance?
Expert preparation ensures you meet every deadline
Struggling with QuickBooks setup?
ProAdvisor-certified configuration tailored to non-profits
Unsure if you're audit-ready?
Comprehensive support to prepare you with confidence
Comprehensive Non-Profit Accounting Services
Specialized expertise tailored to the unique needs of non-profit organizations
QuickBooks Online Cleanup
Organize and optimize your non-profit's QuickBooks records for accurate financial reporting and seamless compliance tracking.
Form 990 Preparation
Expert tax return preparation ensuring your non-profit meets all IRS compliance requirements and filing deadlines.
Assurance Services
Independent examination and review engagements that provide stakeholders with confidence in your financial statements.
Audit Services
Comprehensive audit services designed to meet donor, grant, and regulatory requirements for non-profit organizations.
Advisory Services
Strategic financial guidance to help your non-profit grow sustainably while maintaining fiscal responsibility.
Potomac, MD
Serving the DMV
Your Trusted Non-Profit Financial Partner
With over a decade of experience serving non-profit organizations in the Washington D.C. metropolitan area, I bring specialized expertise in fund accounting, compliance, and strategic financial guidance.
My practice is dedicated exclusively to non-profit organizations, allowing me to deeply understand the unique challenges you face. From small community groups to established foundations, I provide personalized service that helps your organization thrive.
Credentials & Certifications
Maryland License
American Institute of CPAs
ProAdvisor
Transparent Pricing for Non-Profit Organizations
Choose the service level that fits your organization's needs
Essential Services
Best for small non-profits (<$500K revenue)
- Form 990 Preparation
- QuickBooks Review
- Compliance Checklist
- Email Support
Growth Services
Best for growing non-profits ($500K-$2M revenue)
- Everything in Essential
- QuickBooks Cleanup
- Monthly Advisory Calls
- Financial Reporting
- Board Presentation Support
Comprehensive Services
Best for established non-profits (>$2M revenue)
- Everything in Growth
- Assurance/Audit Services
- Quarterly Strategic Planning
- Grant Compliance Support
- Dedicated Account Manager
Custom Solutions
For organizations with unique needs
- Tailored Service Packages
- Long-term Partnerships
- Custom Reporting
- On-site Training Available
- Priority Support
All prices are estimates. Final pricing based on organization size and complexity.
Free 30-minute consultation to determine exact needs and pricing.
Let's Start a Conversation
Schedule a complimentary 30-minute consultation to discuss your non-profit's needs
Select Date
Your Information
Frequently Asked Questions
Common questions about non-profit accounting services
Have a question not listed here?
Schedule a Free ConsultationNon-Profit Resources
Stay informed with the latest non-profit legislation, tax updates, and software insights
Legislative Updates
Stay informed on non-profit regulatory changes and compliance requirements.
Tax Guidance
Expert insights on Form 990, unrelated business income, and tax exemption.
Software Solutions
Tips and best practices for QuickBooks and other financial tools.
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Our Process, Transparent & Efficient
Understanding what to expect from each service
990 Preparation Process
Typical timeline: 4-6 weeks
QuickBooks Cleanup
Typical timeline: 2-4 weeks
Audit Engagement
Typical timeline: 6-8 weeks