Accounting & Reporting

GAAP or Other Comprehensive Basis of Accounting Budget Preparation and Monitoring Grant Management and Reporting Board Meeting Support Form 990 and 990-T Preparation

Audit Readiness and Remediation

Audit Preparation for Annual Financial Statements and A-133 Corrective Action Plan and Response to Audit Findings

Payroll and Benefits

Human Resources Management Payroll Administration Benefits Management Defined Benefit Pension Plan Administration Pension Audit Preparation

Cash & Treasury Management

Cash and Treasury Management Cash Flows Budgeting and Projection Bank Relationship Management

Finance Policies and Procedures

Internal Controls over Accounting and Reporting as well as Safeguarding of Assets Financial Policies and Procedures Review and Formulation

Other

Accounting Systems Review, Selections and Implementation Monitoring RFPs for Auditing Service Monitoring RFPs for Banking Service Corporate Insurance Review and Renewal

Tax Exempt Organization Forming

Planning for operating a 501c (3) NYS Corporation Filing IRS Tax Exemption Status Application State and Local Tax Compliance