Non-profit and Bookkeeping Services
Start Your Non-Profit Journey with Confidence
Launching a non-profit organization is a rewarding endeavor, but it comes with a unique set of challenges, from legal setup to ongoing compliance. At Yolanda Financial Services, we specialize in helping visionaries like you bring their charitable ideas to life. Our comprehensive non-profit setup services are designed to streamline the process, minimize complications, and ensure your organization is primed for success.
Committed To Helping Our Clients Succeed
Why Choose Our Non-Profit Setup Services?
Expert Guidance
- Our experienced advisors have helped numerous non-profits navigate the complexities of starting and maintaining a charitable organization.
Personalized Approach
- Every non-profit is unique. We tailor our services to meet your specific needs, mission, and goals.
End-to-End Support
- From formation to ongoing compliance, we provide continuous guidance, keeping your non-profit on track.
Our Non-Profit Setup Services
01.
Entity Formation and Structuring
We guide you through choosing the right entity type, drafting incorporation documents, and filing with the state, ensuring your non-profit is set up for success from the start.
02.
501(c)(3) Application Assistance
Achieving tax-exempt status is crucial for most non-profits. We assist with preparing and filing the IRS Form 1023, ensuring all requirements are met for a smooth approval process.
03.
Bylaws and Governance
Establishing clear bylaws and governance policies is essential for maintaining compliance and guiding your non-profit’s operations. We help draft tailored documents that align with best practices.
04.
Fundraising Registration
Many states require non-profits to register before soliciting donations. We help navigate the registration process to ensure your fundraising efforts remain compliant.
05.
Financial and Tax Compliance
From setting up your accounting systems to ensuring proper financial record-keeping, we provide the tools and guidance needed to keep your non-profit compliant with ongoing tax obligations.
06.
Ongoing Support and Compliance
Our work doesn’t stop at setup. We offer continued support with annual filings, compliance updates, and advice on navigating changes in non-profit regulations.
Book a Consultation Today
Ready to start your non-profit journey? Schedule a consultation with our experts to discuss your goals and learn how we can help you establish and grow your organization. We offer flexible booking options to fit your schedule, including in-person and virtual meetings.
Bookkeeping Services
Why Professional Bookkeeping Matters
Proper bookkeeping is more than just tracking income and expenses; it’s about understanding your business’s financial health. With professional bookkeeping, you gain insights into cash flow, profitability, and potential cost savings. Our expert team handles the details, so you can focus on running your business.
01.
Daily Transaction Recording
We accurately record all daily transactions, ensuring your financial books reflect the real-time state of your business.
02.
Accounts Receivable and Payable Management
Efficiently manage your cash flow with our tracking of customer invoices and vendor payments, keeping your business running smoothly.
03.
Bank Reconciliation
We regularly reconcile your accounts to match your bank statements, ensuring accurate and reliable financial records.
04.
Financial Statement Preparation
Get clear insights into your business’s performance with tailored financial statements, including income, balance, and cash flow reports.
05.
Payroll Processing
Simplify payroll with our full-service processing, ensuring employees are paid accurately and on time, with all tax requirements met.
06.
Expense Tracking and Categorization
Keep expenses organized and correctly classified, helping you identify savings and maintain accurate records for tax deductions.
Don't Wait. Call Us Today To Schedule Your Appointment.
Call us: +1 215-598-2106