Welcome

Services

Our services include expert advice in areas of non-profit financial management, staff development, grant management, strategic planning and implementation, and FREE access to our National Directory of Capacity Building Grantmakers. We invite you to access our links for in-depth information.

We also offer a variety of local and national workshops and seminars to assist organizations and individuals.  Browse our workshops/seminar list to get a sense of the topics covered.  See what people are saying about our workshops.  

Our Firm

Our firm's reputation for providing professional and best quality service reflects the high standards we demand of ourselves. Our dedicated staff is devoted to improving the management and governance capacity of nonprofits as well as helping individuals achieve their personal financial goals. 

Free Reports and Newsletters

What is the impact of the new AICPA Auditing standards on Non-Profit Financial Governance? Non-Profit SOX! Best Practices!  To make better business decisions, read our Free Reports on financial strategies and best business practices for non-profits, foundations, business owners and individuals. Get the latest breaking tax saving strategies in our monthly newsletter.

Tools and Resources

• Develop cash flow projections
• Navigate business growth and progress
• Calculate how much you should save for college education
• Check the current income tax rates, tax due dates
• Incorporate your business
• Client portals and internet links
• And much more