Tier 2 — Close + Compliance

A complete accounting function, without the full-time hire.

We own your books from transaction to trial balance. That means full general ledger management, monthly reconciliations across every balance sheet account, a disciplined close process, and clean financial statements — plus the full compliance calendar: audit prep, 990 support, welfare exemption, BOE filings, and sales tax.

Everything in Tier 1, plus:

✓ Full general ledger management and cleanup
✓ Payroll entry incorporation and reconciliation
✓ Revenue recognition and sync across platforms
✓ Monthly account reconciliations (all bank and balance sheet accounts)
✓ Month-end close process management
✓ Audit support/liaison
✓ Form 990 preparation support
✓ Welfare exemption filings
✓ BOE 571-L business personal property filings
✓ Sales tax compliance and monitoring

Best for

Organizations that need a professionally managed accounting function they can trust — without building an internal team to run it.

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Explore Our Other Tiers

Tier 1

Bookkeeping

Your transactions, handled.

Learn More → Tier 3

Financial Advisory Partnership

A senior financial voice at your table.

Learn More →