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Outsourced CFO Services

Nonprofit Accounting
Nonprofit Accounting
Outsourced CFO Services
  • Financial thought leadership: Do you have the best financial practices in place?

  • Reporting and tracking of multiple funds and restrictions within the organization

  • Tax Preparations: We handle it or work with your external auditors.

  • Specialized reporting: we hand your routine or ad hoc reporting.

  • Audit and compliance preparation: Set you up for audit success.

  • Access to experts who specialize in nonprofit accounting.

  • Measurement of performance and success.

  • Cashflow projection and expense reduction.

  • Budget preparation and management.

  • Risk and controls assessment.

  • Improved internal controls.

  • Make informed decisions faster.

We offer a broad range of finance, accounting, and tax services that can be tailored exclusively to you.

How it works
Learn more about our thorough approach

We help our clients realize their most important goals. With years of experience and unmatched credentials, Beyond Accounting & Tax is uniquely equipped to make a significant and lasting impact on clients’ lives.

We know our clients’ needs are always changing, so we continually seek new and improved ways to serve them.

  • Step 1. Meet and Strategize

    You will hop on a 30 - 45-minute strategy session with one of our team members to assess your situation and needs. You will work one-on-one with a single point of contact to determine which one of our services are right or you.

  • Step 2. Kick off and share your information

    We kick off every engagement with a brief meeting to review what you can expect over the next few weeks and months to come. You will receive a welcome email, onboarding checklist and invitation to set up a profile in our secure client portal. Your account manager will help guide you through this process to keep you on the right track.

  • Step 3. Check in and Update

    Once we have collected all the information we need and are moving in the right direction, we get together to perform a comprehensive review of the status of our engagement. We make sure progress is being made and expectations are being met. And if changes need to be made, we can do that too.  

  • Step 4. Rinse and Repeat

    We will meet on a regular basis to review the status of your engagement and all things relevent to ensure you are acheiving the goals we help you put in place.

Get in touch with Beyond Accounting & Tax

We want to hear from you!