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Accounting Services

We provide regular financial oversight to ensure accurate, timely record keeping:

  • Weekly, monthly, and annual bookkeeping

  • General ledger maintenance

  • Bank and credit card reconciliations

  • Budget preparation and monitoring

  • Custom financial reports (monthly, quarterly, annual)

  • Donor and grant tracking for restricted/unrestricted funds

Payroll Services

Our payroll solutions ensure staff and contractors are paid accurately and on time:

  • Weekly, biweekly, or monthly payroll processing

  • Direct deposit and pay stub distribution

  • Payroll tax calculations and withholdings

  • End-of-year W-2 and 1099 preparation

Payroll Tax Compliance

Nonprofit and church payroll must meet both federal and state standards:

  • Filing of federal and state payroll taxes (e.g., Form 941, 944)

  • Tax deposit management and deadlines

  • Clergy-specific tax considerations (housing allowance, SECA)

  • State unemployment exemption support (where applicable)

Organizational and Federal Tax Filings

We ensure compliance with complex nonprofit filing requirements:

  • IRS Form 990 and applicable variants (990-EZ, 990-N, 990-T if required)

  • Annual state registration filings (where applicable)

  • Assistance with tax-exempt status applications (IRS Form 1023/1024)

  • Audit preparation support and document readiness

Financial Reporting and Reconciliation

We deliver clear and actionable insights for leadership and boards:

  • Monthly, quarterly, and annual financial statements

  • Fund accounting and donor report generation

  • Balance sheet, income statement, and cash flow tracking

  • Bank and investment account reconciliations

  • Board-ready reporting packets and presentation support

Strategic Financial Planning

For organizations planning for growth, sustainability, or restructuring:

  • Long-term financial planning and forecasting

  • Cash flow management strategies

  • Budget alignment with strategic goals

  • Risk management and internal controls advisory

  • Guidance during leadership transitions or major campaigns

Accountant at Work

SERVICES

SteadWell Financial Services LLC provides a comprehensive suite of financial and strategic services tailored to meet the unique needs of small to mid-sized nonprofit organizations—primarily churches.

 

Our goal is to deliver reliable, compliant, and mission-aligned financial support that allows leaders to focus on their ministry and community impact.

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Hover over each service below to learn more.

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