Services for Non-Profits

Charities, Non-Profit and Exempt Organizations

If you are an Executive Director or Board Member of a start-up, small or medium-size non-profit organization, you may be pleased to discover the many benefits of relying on an experienced CPA for help in administering your accounting, tax, and other management functions.

We can help with:

  • Establishing accounting systems and internal controls
  • Fund management
  • Preparation of exemption applications for the IRS and State of California
  • Preparation of compliance documents
  • Preparation of federal and state information returns
  • Providing advice to your board's Audit Committee
  • Strategic Planning
  • Other Management Advisory Services

David A. Sundstrom, CPA, ABV, CFF

David has extensive personal and professional experience working with non-profit and exempt organizations, particularly those with conservation or environmental objectives.

As a Certified Public Accountant with a broad range of business and environmental experience, David can serve as your advisor and sounding board in financial and administrative matters.

 

 
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