New Genesis Financial

FINANCIAL AND CONSULTING SERVICES FOR BUSINESSES & INDIVIDUALS.

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NON-PROFIT ACCOUNTING

Helping not-for-profit clients meet their financial and business challenges while continuing to grow.

non-profit_helping_hands_400New Genesis Financial understands the nuances of non-profit organizations’ unique circumstances with financial planning and filing/reporting. We take some of the administrative burden off of you so that you can continue to provide the services needed in our community.

Just filing a 990 tax return can get complicated with the significant amount of financial reporting included: object revenue and income statements with particular categories specified, a balance sheet with specific categories specified, a statement of functional expenses, a report of expenses segregated by individual program service and a support schedule that details the organization's sources of revenue.

 

By understanding the details involved in filing under a tax-exemption status, we can help you keep your non-profit status or grant compliance, New Genesis Financial can partner with you to ensure that your non-profit is able to keep serving the people it is designed to help.

 

Services we provide:

  • 501(c)(3) Applications
  • 990 Tax Return Preparation
  • Grant Reporting and Compliance

 

Please contact us today either via our website or call us at 321.765.8200 – we are here to help!

 

 

Testimonial: "If you are looking for an accountant who has experience and knowledge as well as being trustworthy and reliable, look no further. Ramona meets all these important qualifications and more. I highly recommend her and her business for your accounting needs". Sharyn Hutchinson, Owner, ReDesign Concepts, LLC

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