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Not-for-Profit

Not-for-Profit organizations contribute to the community through the services they provide and make a significant difference in our community.The firm of Josefina D Villarreal,CPA has deep appreciation and respect for your organization's critical missions.  We understand the issues facing not-for-profits and we are sensitive to the unique challenges facing these organizations.

We provide a range of professional services to help not-for-profits, from accounting and auditing to high-level consulting services that will allow you to focus your time on other critical areas that impact your organization, including fund-raising, volunteer coordination, operations, marketing, human resources and governance.  We will work closely with you to address operational issues and maximize the capabilities of your in-house financial staff.  We can show you how to leverage existing resources to impact results.

Our services for not-for-profits include:

Auditing services
Accounting assistance
Tax return preparation
Formation of Tax-Exempt status; Applying for by filing Form 1023
Annual report presentation
Cash flow planning, budgeting and financial analysis
GAAP financial statement compliance
Fund raising accounting requirements
Internal control review
Strategic planning
Development of Board of Director's manuals
Unusual gifting consulting
Unrelated business income consulting

We serve a range of not-for-profits:

Education
Foundations
Health and welfare organizations
Religious organizations
Social organizations
The arts
Professional and trade associations
Member organizations
Research and scientific organizations
Country clubs
Environmental organizations
Community organizations
Home Owners Associations (HOA)