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Great Falls CPA Office

CPA Advisory for small
Nonprofits

We focus on helping <$50k nonprofits. We handle compliance and reporting - so you can focus on your programs and mission.

CPA Maryland Licensed
AICPA Not-For-Profit Certificate
Association of International Certified Professional Accountants
.cpa Domain - A service of AICPA and CPA.com
QuickBooks Certified ProAdvisor Online & Advanced

We Understand Your Challenges

Running a non-profit is hard enough. We can help take the complicated compliance work off your shoulders.

Tax Compliance

Tax Compliance

Expert preparation and filing of Forms 990, 990-EZ, and 990-N. We handle the deadlines so you can focus on your mission.

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QuickBooks Services

Complete QuickBooks Online setup, clean-up, and monthly management to ensure your books are always tax-ready.

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Review & Assurance

Independent financial reviews and compilations that provide transparency and build trust with your board and donors.

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Advisory Services

Strategic financial guidance, budgeting, and forecasting to help your nonprofit grow and thrive sustainably.

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The Path to Financial Clarity

Your journey from overwhelm to confidence

1

The Burden

Navigating compliance gaps and accounting clutter.

2

The Partnership

Tailored Review & Advisory sessions to align your books with your mission.

3

The Impact

Total donor transparency and the confidence to grow your NFP.

Professional CPA headshot

Your Trusted Non-Profit Financial Partner

With over a decade of experience serving non-profit organizations in the Washington D.C. metropolitan area, I bring specialized expertise in fund accounting, compliance, and strategic financial guidance.

My practice is dedicated exclusively to non-profit organizations, allowing me to deeply understand the unique challenges you face. From small community groups to established foundations, I provide personalized service that helps your organization thrive.

Based in Potomac, MD | Serving the DMV

Let's Start a Conversation

Schedule a complimentary 30-minute consultation to discuss your non-profit's needs

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February 2026
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Your Information

Your information is confidential and secure