The Center and TANO (c) 3 consultants - who include a CPA with considerable
nonprofit experience - offer a wide array of financial management
and support services including:
- Compile, reconcile and analyze month-end and year-to-date financial statements
- Maintain best practices for ongoing day-to-day accounting operations
- Prepare financial reporting for Board of Directors meetings; deliver financial reports to the Treasurer for review prior to the monthly board meeting
- File annual Form 990 Nonprofit Tax Return
- Prepare work papers and assist with on-site audit/review conducted by independent accounting firm
- Assist with formation of annual operating budget
- Special projects as required (reconciliation of balance sheet accounts, capital campaign donor reporting)
- Review of current Quick Books accounting software; recommend changes in structure setup especially in the areas of operating budget, program budgets, projects, and classes
- Review Quick Books current financial statement formats; recommend
changes to enhance decision making capabilities
- Review of internal controls and accounting procedures; recommendations for improvement
- Assist with preparation of year end W-2’s for employees and 1099’s for vendors
- Maintain Quick Books accounting software
Confidentiality of Services:
The Center, TANO (c) 3, and its consultants
will keep all clients'
non-public business practices, materials, and other non-public
information confidential and will not disclose such confidential information
or materials publicly without the client ’s prior written consent.
To obtain a proposal or engage the Center and TANO (c) 3 financial management
services, e-mail tanoc3@tano.org