Welcome to GRO Financial, providing small organizations outsourced accounting & financial services.

Monthly Bookkeeping Services includes:

  • Posting revenue/expenses
  • Reconciliation of credit cards and bank statements
  • Presenting financials statements to Board Members
  • Assistance with annual budgeting/planning
  • Assistance with audited financials, insurance audits, workers compensation audits
  • Assistance with grant management
  • Annual tax preparation

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Accounting Services

  • Accounts payable and receivable
  • Bank reconciliation
  • Credit card reconciliation
  • General ledger accounting
  • Month end close
  • Monthly financial statements and analysis
  • Job costing
  • Budget development, process, and execution
  • Audit preparation
  • Cash flow tracking
  • Grant management
  • Sales & use tax returns
  • Property tax return
  • Payroll services

Tax Services

  • Preparation of tax returns, including Form 990, 990-EZ, 990-N, 990-PF, or 990-T).
  • Corporate formation and application for tax-exempt status
  • Tax planning and compliance
  • Payroll tax filing
  • Tax exempt planning concerning related entities
  • Property and sales and use tax preparation/consulting
  • Unrelated business income
  • Penalty abatement for late 990 forms
  • Unrelated business income tax reviews
  • Public charity status redetermination requests
  • IRS examination assistance
  • Mergers and acquisitions
  • Charitable solicitation registration and renewal

Outsourced CFO

  • Financial management/Reporting
  • New business start-up
  • Accounting review and cleanup
  • Accounting system setup
  • Budgeting and forecasting
  • Policies and procedures
  • Fraud avoidance & internal controls
  • Industry benchmarking and KPIs
  • Job costing and profitability
  • Tax compliance and planning
  • Cash flow analysis and planning
  • Risk management & insurance
  • Grant reporting
  • Board/audit committee governance, reporting, and support
  • Contract management
  • Performance trends/Costs analysis
  • Strategic planning
  • Cash management & analysis
  • Mergers & acquisitions
  • Special project assignments