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Alexandra Davi (she/her/hers)

Trusted not-for-profit specialist. California Certified Public Accountant License # 150548

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Why choose us?

We are a full-service accounting firm with the experience, expertise and technology to help you make smart financial decisions for your not-for-profit (NFP). NFP's have a specific set of complexities and challenges that require expertise and experience. 

Many NFP directors and board members have relied on us to deliver secure, trusted services in an accessible and efficient manner. Our goal is to empower you with the tools, insights and strategies you need to manage your NFP through data-driven decisions. 

We are here to help you find and maintain success in the ever-changing, niche NFP environment.

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Our Services

We strive to set you up for success beyond our firm. We want to provide you with the tools and technology to ensure longevity of your organization far beyond working with our (or any other) accounting firm.

  • Provide expertise and guidance to ensure compliance with GAAP Financial Statement Reporting (Cash or Tax Basis available also)
  • Identification of process improvements to improve your monthly, quarterly and annual close process for your accounting department
  • Streamline processes for grant reporting, invoicing and accounting using custom reporting and excel modeling to ensure deadlines are met with ease
  • Assist with selecting accounting and other third-party software, including design a custom implementation plan to mitigate transition stress
  • Assist you with the design and practical implementation of internal controls over financial reporting
  • Create improvements within your accounting software and utilize excel modeling to create turn-key board packages and reports
  • We are familiar with GAAS to help you get through your audit, both financial and Single Audit
  • If needed, we can prepare and file your Federal and State tax returns, plus other regulatory compliance filings

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