We provide accounting, tax, and advisory services designed for non-profit organizations—including medical clinics, dental practices, mental health organizations, thrift stores, religious institutions, and community service organizations. Automated grant tracking, intelligent fund allocation monitoring, and AI-powered compliance alerts.
Our Services Include
Accounting & Bookkeeping Services
- Transaction Recording — Accurate tracking of all revenue and expenses by program, grant, and funding source
- Fund Accounting — Separate tracking for restricted and unrestricted funds
- Bank & Credit Card Reconciliation — Monthly matching of statements to catch errors
- Accounts Payable & Receivable — Managing vendor payments, donations, and pledges
- Financial Reporting — Statement of financial position, activities, and functional expenses
- Grant Tracking & Reporting — Monitoring expenditures and ensuring funder compliance
Payroll Services
- Payroll Processing — Accurate calculation of wages including salaries and benefits
- Payroll Tax Filings — Quarterly and annual returns including W-2s and 1099s
- Multi-State Compliance — Managing obligations for employees in multiple states
Fractional CFO Services
- Financial Strategy & Planning — Budgets, forecasts, and sustainability plans
- Cash Flow Management — Monitoring and optimizing cash flow
- Board Financial Reporting — Clear reports and presentations for your board
- AI Feature: Predictive analytics forecast donor trends and cash flow patterns
Tax Compliance Services
- Form 990 Preparation — Annual information returns to maintain tax-exempt status
- State Charitable Registration — Compliance with state reporting requirements
- UBIT Reporting — Identification and reporting of unrelated business income
Audit Readiness Services
- Audit Readiness Assessment — Review records and documentation to identify gaps
- Account Reconciliations — Preparation of all balance sheet reconciliations
- Documentation Organization — Gathering invoices, contracts, and grant agreements
Note: Halal CPA PLLC provides audit readiness advisory services only. We do not perform audits or issue opinions on financial statements.
Non-Profit Organizations We Serve
- Medical Clinics & Health Centers
- Dental Clinics
- Mental Health Organizations
- Thrift Stores & Social Enterprises
- Religious Organizations
- Community Service Organizations
- Educational Non-Profits
- Arts & Cultural Organizations
