Nonprofits
Reports your board can read.
Audits your grantors trust.
Form 990, restricted-fund accounting, Single Audits and monthly board reports for nonprofits across New York and New Jersey.
The questions every treasurer asks.
Denise has signed more than three hundred audit reports, many of them for nonprofits.
Book a consultation
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Form 990
Prepared, reviewed with the board and filed early.
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Restricted funds
Tracked by grant, so every dollar is accounted for.
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Single Audit
Planned around your first federal grant.
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Board reports
The same report every month, in plain English.
★★★★★
Our first audit was calm. The board gets the same report every month.
Laura Bennett
Executive director, Riverside Pantry · client since 2020
What changes when your accountant knows nonprofits
A generalist
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Files the 990 at the extended deadline
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Mixes restricted and unrestricted funds
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Learns the Single Audit on your grant
A nonprofit specialist
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Files the 990 weeks early
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Tracks every grant on its own
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Plans the Single Audit before fieldwork
What our clients say
Owner-run businesses from Manhattan to Montclair, in their own words.
★★★★★
We used to find out what we owed in April. Now Daniel walks us through it every quarter and the number never surprises us.
Dr. Paul Kessler
Kessler Family Dental, Montclair
★★★★★
Job costing finally matches what happens on site. Our bonding company asked who does our books, which has never happened before.
Marcus Hayes
Hayes Building Co., Queens
★★★★★
Tips, payroll and sales tax used to eat my Sundays. Now the books close by the tenth and I spend Sundays in the kitchen.
Tony Russo
Russo's Trattoria, Hoboken
★★★★★
Denise's team made our first audit calm. Our board got a clean opinion and our grantors got their reports early.
Laura Bennett
Executive director, Riverside Pantry
★★★★★
They set up our inventory accounting before the holidays and caught a sales tax problem that would have cost us thousands.
Jessica Hollis
Owner, Hollis Street Boutique
★★★★★
Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.
Michael Grant
Real-estate investor, Brooklyn
Questions clients ask
Can you do our books and our audit?
No. Independence rules don't allow it. We do one, and refer you to a firm for the other.
Do you prepare Form 990-N and 990-EZ?
Yes, every version of the 990, and the state filings that go with it.
Can you present to our board?
Yes. Denise walks the board through the audit or review line by line.
Free consultation
Bring last year’s return. We’ll take it from there.
An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.
What to bring
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Last year’s federal and state returns
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Recent bank and card statements
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Any IRS or state notices you have received
Denise Carter
Audit partner · replies within one business day
Tell us about your business
A partner replies within one business day.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair