The following accounting and consulting services are provided by Kirisits & Associates, CPAS and are available:

Attestation and other services:

  • Audits (for-profit, not-for-profit, governmental, OMB-133), reviews, and compilations
  • Review of internal controls, including design and operating effectiveness of existing controls,
  • Review of operating procedures and efficiencies,
  • Agreed-upon procedures engagements that includes an approach in which attention can be focused on certain areas,

Tax services:

  • Individual tax preparation
    • Tax planning
    • Tax preparation
    • Tax compliance
    • Audit representation
    • Efile services
  • Business tax preparation
    • Corporation, S-corporation, Partnership, Limited Liability Company (LLC, LLP, PLLC), Sole Proprietor
    • Tax planning
    • Tax preparation
    • Start-up strategies
    • Efile services

External compliance services: 

  • Assist with the preparation of reports to grantors;
  • Prepare year-end schedules required by the auditor;
  • Respond to correspondence from third parties related to accounting and any other issues. 
  • Audit readiness

Internal compliance services:

  • Compliance with Board of Trustees “Conflict of Interest Statement”.
  • Assist Finance Committee with overseeing policies & procedures. 
  • Preparation of internal control narrative.
  • Consultation to review internal control systems and make recommendations.
  • Preparation of accounting policies & procedures manual, including fraud policy.
  • Make a presentation to the Board of Directors/Finance Committee on an as needed basis.
  • Attendance at finance committee meetings in order to facilitate the actions of the committee, present financial reporting, and prepare committee meeting minutes.

General accounting & bookkeeping services:

  • Outsourced CFO services
  • Oversee the accounting functions related to cash receipts, cash disbursements, payroll, and all other fiscal functions.
  • Accounts payable function, including input of invoices, payment compliance, and check preparation.
  • Accounts receivable function, including invoice preparation and cash receipts procedures.
  • Analysis of significant balance sheet accounts.
  • Reconcile the bank accounts on a monthly basis.
  • Prepare monthly compiled financial statements for the Treasurer and Board of Directors.
  • Audit workpaper preparation and assistance with audit readiness.
  • Grant administration and compliance, including preparation of reports to funders.
  • Annual operating and capital budgets.
  • Strategic planning.
  • Cash management.
  • Preparation of RFP and administration of proposals for services provided to organizations.
  • Optimize banking relationship.
  • Any other accounting/financial related services, as the need arises.

Other services:

  • Preparation of business loan packages
  • Analysis of sale/purchase of businesses
  • Employee payroll compliance
  • Preparation of Form 1099’s
  • Notary Public service