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
We Can GRO Your Nonprofit Organization
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