501(c)(3)

Form 990 Return of organization exempt from income tax and blue pen with dollar bills lies on office calendar. Internal revenue service tax form

Challenge

A new charity needed to be set up as a 501(c)(3) and the client needed to ensure all of his operations, accounting and documents were filed correctly.

Accounting AdvisoryComplianceFractional CFORevenue Review

Solution

Donna’s investigative ability and accounting expertise determined the following:

Implementation of accurate reporting policies and procedures

Ensure the 501(c)(3) is in compliance with regulations

Results

Donna’s conscientious attention to financial requirements & compliance were reflected in:

501(c)(3)

Challenge

Solution

Implementation of accurate reporting policies and procedures

Ensure the 501(c)(3) is in compliance with regulations

Results

Accurate financial reports for preparing the yearly form 990

Defined revenue streams

Minimized fundraising expenses

Ready to Schedule a Consult?

501(c)(3)

eye-lens Challenge

lightbulb-3 Solution

shield-check Implementation of accurate reporting policies and procedures

shield-check Ensure the 501(c)(3) is in compliance with regulations

file-check Results

shield-check Accurate financial reports for preparing the yearly form 990

shield-check Defined revenue streams

shield-check Minimized fundraising expenses

Ready to Schedule a Consult?

Challenge

Solution

Implementation of accurate reporting policies and procedures

Ensure the 501(c)(3) is in compliance with regulations

Results

Accurate financial reports for preparing the yearly form 990

Defined revenue streams

Minimized fundraising expenses