Statements, Invoices, Reports & More
Bookkeeping is a very basic and necessary task for any non profit, but a task that must be done accurately! Hardiman-Williams has worked with CPAs on client audits and tax returns, learning numerous best practices and policies. We utilize the latest version of Quickbooks for our clients to ensure timely and accurate financial statements.
Download checklist: Federal Governance Documents ___Copy of Articles of Incorporation State:_____________Date:_______________ ___IRS Determination letter: Date:_________ ___501(c)3 ___; 501(c)6 ____; Other _______ ___Tax returns for last three years ___Related entities:_________________________________________________________ State Governance Documents ___Business license / registration State(s):____________________Date:___________________ ___State Tax Filing for latest year end ___Most recent state annual report Financial Documents ___Bank Statements for last…
“If I Can Be Measured, It Can Be Improved” You may not be aware of the Japanese term “Kaizen” which literally translates into kai (change) and zen (good) and means “improvement.” This term is often used in manufacturing settings as a process to eliminate wasteful steps and streamline operations. The basic goal of the Kaizen…