CPA for Nonprofit Financials, Audit, and Tax Filings (State & Federal)

We are a small nonprofit organization seeking a qualified CPA with experience in nonprofits to review, prepare, and finalize our financial records, required filings, and audit preparation.

Scope of Work:

• Review and clean up our accounting records in QuickBooks, including payments, 1099s, and other contractor-related records

• Ensure proper categorization of income and expenses (grants, contractors, invoices, etc.)

• Reclassify entries as needed to align with nonprofit reporting standards, donor requirements, and filing obligations

• Prepare year-end financial statements and supporting reports

• Confirm compliance with IRS and nonprofit reporting requirements

• Prepare and organize all financial documentation required for the audit

• Coordinate with an external auditor: ensure all issues are addressed and resolved so the audit report is accurate and complete

• Hold submission of tax filings until the audit is completed and approved by our team

• Prepare and file all required tax forms and documentation at both the federal and state levels after the audit is finalized and approved

Note: This is a longer-term engagement as it involves preparing all records, coordinating with the external audit team, resolving any issues that arise, and only then completing all filings. The CPA will have overall responsibility for the complete financial process—from reviewing records, to audit coordination, to final submission of all state and federal filings—ensuring accuracy, compliance, and timely completion.

The contractor is required to maintain strict confidentiality regarding all financial records, organizational information, and internal documents accessed in connection with the services provided.

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