For nonprofits and small businesses, our data-driven accounting services go far beyond basic bookkeeping. We provide high-value insights that directly impact cash flow and profitability while getting you organized to optimize your tax and other regulatory obligations. Our services include:

Financial & Accounting Information System Optimization

• Chart of Account clean up and alignment with business operations

• Balance sheet clean up

• Asset lifecycle management

• Streamlined financial reporting and analysis

Cash Flow Forecasting

• Cash flow projection using historical sales and bill due dates

• Identifying seasonal fluctuations to improve operations model lean months vs. peak months

• Product or Category-level Profitability Analysis

• True cost analysis including labor, materials, and overhead per menu item or service Identify loss leaders vs. hidden heroes (e.g., that coffee add-on with 85% margin)

• Customer, product and service margin analysis using fully loaded costs Recommendation for product and service mix optimization

Expense Pattern Analytics

• Vendor spend trends: flag recurring subscriptions they forgot about Anomaly detection (e.g., "Your supply costs jumped 30% this month—here's why")

• Benchmarking against similar local businesses (anonymized)

Tax-Ready Data Packages‍ ‍

• Clean, 990-mapped transactions, saving you headache at tax time Estimated quarterly tax calculations to prevent surprises

• Tracking deductible vs. non-deductible expenses automatically