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TEL: 303.585.0583

TAX, ACCOUNTING & HR SOLUTIONS FOR NOT-FOR-PROFIT ORGANIZATIONS

Financial Excellence Built on Balance

We believe thriving businesses deserve financial partners who bring their best to work every day.

For Growing Organizations

From tax services to strategic CFO guidance, we provide comprehensive financial support for businesses and nonprofits with revenues of $100K to $10M.

  • ✓ Fractional CFO Services

  • ✓ Tax Planning & Preparation

  • ✓ Payroll & Bill Pay

  • ✓ Budgeting & Forecasting

  • ✓ Grant Reporting

Our Difference

We've built our firm on a simple truth: When our team thrives, our clients receive exceptional service. Our flexible, family-friendly workplace attracts and retains top talent who are invested in your success.

  • ✓ Dedicated Account Teams

  • ✓ Responsive Communication

  • ✓ Industry Expertise

  • ✓ Long-term Partnership

  • ✓ Strategic Guidance

Ready to work with a different kind of accounting firm?

Tel: 123.456.7890

We Offer

A Certified
Tax Expert

With over 10 years of experience working with Nonprofits of all sizes, we are ready to tackle your tax questions.

WE OFFER

Professional Bookkeepers 

Solid bookkeeping is the foundation of your organization's financial success. Having correct and complete bookkeeping will allow you to analyze your companies growth and success, and allow for easier tax prep.

Contract
CFO

Sometimes your financial needs are more than just your standard engagement. We are happy to step in to be a thought partner along the way. With consistent touch base meetings, we dedicate our time to your financial success, customized to your specific needs. 

With Years of Experience in Private and Public Accounting, Hillary has the Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service.

OUR PRACTICE

Knowledge That Can Serve Your Needs

With our background working with Not-For-Profit Organizations, we have come to understand some of the unique challenges faced by this industry. we are here to help manage the financials, so you can focus on growing your organization.

TESTIMONIALS

“Hillary Morgridge is a consummate professional and an absolute pleasure to work with and is a valuable asset to me and my foundation.  I would not hesitate in recommending her skillset to anyone looking for top shelf work in financial and business services.”

—  Jeff Barratt —
CEO of Star Harbor Education Foundation

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