Are you trying to keep track of your finances in Excel?
Are you confused about IRS requirements for churches and non-profits?
Are you trying to get finances ready for a bank loan or grant application?
Are you concerned about making a mistake and getting in trouble with the IRS?
How can anyone keep up with all this stuff?
Let’s Get Your Finances in Order
We’ll help you get organized, get in compliance and get control of your finances.
We’ll hold your hand through this
Here's How We'll Get This Done...
On-Boarding
We’ll set-up your books and payroll system.
We’ll train your administrative staff or volunteer on basic bookkeeping tasks.
We’ll discuss and resolve any current compliance issues.
Monitor Your Books
We’ll perform quarterly financial check-ups to monitor your books.
We’ll prepare quarterly and year end payroll returns.
We’ll perform compliance assessments throughout the year.
Tax Reporting
We’ll prepare quarterly and year end payroll returns.
We’ll prepare year end 1099 returns.
Support
We’ll hold your hand through this process.
We’ll provide on-going support to your administrative staff or volunteer.
We’ll help with strategic planning for cash management, financing and growth initiatives.
What are People Saying About Us?
Pastor Tracie Holley
6/30/2021 - Google
Working with Belinda was such a pleasure. She was very helpful, knowledgeable, pleasant, professional and prompt with calling me right at our appointment time. I will definitely be referring this company to my family, friends...read moreWorking with Belinda was such a pleasure. She was very helpful, knowledgeable, pleasant, professional and prompt with calling me right at our appointment time. I will definitely be referring this company to my family, friends and church. I was very satisfied and will be using your services.read less
Pastor Gus Lemus
Iglesia de Cristo Emmanuel
1/19/2016
I knew I made the right choice in choosing your
firm to represent me in my 501c3 application. There
were other choices, but my gut feeling would tell
me to choose Whitfield & Associates. The voice of
the Spirit...read moreI knew I made the right choice in choosing your
firm to represent me in my 501c3 application. There
were other choices, but my gut feeling would tell
me to choose Whitfield & Associates. The voice of
the Spirit is always true and rewarding. Thank you
for your professionalism and encouragement in this
wonderful experience. Got approved ASAP. And
we are now ready to take advantage of all the
benefits available to our organization for the better
of others and to help the needy.”read less
Ashley Drain
6/30/2021 - Google
I had an amazing experience working with Belinda and her team at Whitfield & Associates. They are very knowledgeable and friendly. Highly recommend.
Pastors Robert and Norma Rosado
Real Life Church
10/20/2016
We had a regular accountant doing our taxes before we found Belinda, and oh how we regret using them. We ended up owing the IRS a whole lot of money because of lack of knowledge....read moreWe had a regular accountant doing our taxes before we found Belinda, and oh how we regret using them. We ended up owing the IRS a whole lot of money because of lack of knowledge. Belinda took over and re-did everything for us and put us on the right track. So well worth it!!read less
Let’s Get Your Finances In Order...Schedule an Appointment
We help churches and non-profits get organized, get in compliance and get control of their finances.
