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Our Services

Our Services


Our clients come to us for the expertise needed to comply with government regulations and generally accepted accounting principles (GAAP). Adopting sound accounting policies, establishing and maintaining an adequate and efficient accounting system, safeguarding assets, authorizing transactions, retaining supporting documentation for those transactions, and devising a system of internal controls to ensure proper financial statement preparation are some of the primary functions of our accounting services. We also assist clients with designing and implementing programs and controls to prevent and detect fraud.

Advisory and Consulting

No matter how complex the question, we have the experience and expertise to deliver the solution. With a unique understanding of the environment in which our clients operate, we offer a personal approach to get our clients to the right decision.


Our consulting and advisory services move beyond the numbers and compliance activities. We work with clients to improve their overall operational and financial reporting processes and to help them better understand their organization. We continually inform our clients about accounting, financial and regulatory developments that may affect their organization.


We understand how important audited financial statements are to public schools and not-for-profit organizations. Donors, members, creditors and those charged with governance depend on the audit function to provide vital information about the organization’s financial condition. At Complete Consulting, we perform each audit in accordance with the applicable audit standards to ensure the highest level of quality and insight while providing an objective perspective of your organization.

Internal Staff Training

Complete Consulting develops custom, on-site training programs for our clients who want to build internal capacity for accounting and payroll functions. We work closely with our clients’ new or existing staff and walk alongside them until they have the understanding and processes in place to be successful in their new role.

We maintain an ongoing relationship with each of our trainees to offer technical support and additional human capital when necessary. We also provide temporary assistance when our clients’ staff are out for an extended period of time.


Payroll is so much more than just paying our clients’ employees. Complete Consulting works closely with our clients’ human resources departments to ensure employee information is complete and accurate. We leverage our people, processes and technology to efficiently process each client’s payroll, accurately calculate and timely file employment taxes, and ensure all activities are properly accounted for and supported by the appropriate source documents.

Allow us to become the natural extension of your existing human resources department and take over all your payroll tasks.


The IRS restructured the annual tax return for not-for-profit organizations (Form 990) to increase transparency, improve governance and raise the level of accountability for filing organizations. The Form 990 now discloses vital information about the organization’s governing body and management, governance policies, disclosure practices and functional expense allocations. Consequently, we work closely with our clients to ensure they understand what their Form 990 is informing the public about their organization.

We also leverage a proactive, relationship-driven approach to prepare tax returns for individuals, corporations, partnerships, and estates & trusts. We take the time to understand each entity’s tax needs and offer valuable tax planning strategies and tax compliance consulting.

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