Cook Martin Poulson was recommended to me by a friend. I am located in California and all of my interactions have been via email and telephone calls and they have exceeded my expectations. I own my own business and they have answered questions, solved book keeping problems, and guided me as I have struggled with the challenges of learning how to run a business. I rely on their tax advice and appreciate their efforts to limit my tax liability within the bounds of the law.
Audit, Review, and Compilation of Financial Statements
We’ll audit, review, and ensure you’re in compliance with any nonprofit financial statement requirements.
We’ll perform and report on procedures specified by a grantor, state agency, or another third party.
Information Return Preparation
We’ll assist you in completing the 990 Form, ensuring a complete and accurate return.
Accounting Software Consulting
We’ll help you find the best accounting software to meet your nonprofits unique financial challenges.
We’ll provide general accounting and bookkeeping services so you can spend more time focusing on the mission and not the everyday financial details.
Best Practices Guidance
We’ll offer guidance and assist in streamlining your financial processes to ensure you’re following proper accounting guidelines.
We’ll help your organization create strong controls to ensure your data is secure, safe, and clean.
Outsourced CFO Services
Whether you need a full-time or part-time CFO, we can customize our services to meet your unique financial needs.
We make sure your employees are paid on time and that all payroll-related paperwork is filed in a timely manner. We can do this even if you are using accounting software.
Our team can help you manage your NPO’s pension or 401(k) programs. Whether you need to set one up or need assistance with an existing one, we’re here to help.