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End of year financial services may be considered a requirement by some organizations but accurate financial statements deliver a healthy scorecard of your organization that you can use throughout the year to guide your decisions. The End of Year Review will consist of an executive report, the financial review, IRS documents, and Comptroller documents.  You just need to let me know how many copies you would like for your organization. The End of Year Financial Review can be tailor based on what YOU need for your organization. Let’s work together to determine what best suits YOUR needs!


Preparation of Financials

  • Balance Sheet

  • Income & Expense Reports

  • Profit Loss Statement

  • Cash Flows Statement

Penalty assistance

  • State and Local Level

  • Comptroller Issue Assistance

  • Hearing Representation Before the State


  • Develop policies and procedures for organizations

  • Assist with secretary of state documentation

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