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Guardian Accounting & Tax Services
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Bookkeeping Support
Nonprofits
Guardian Accounting & Tax Services
Home
Services
Tax Season
Files
FAQ
Bookkeeping Support
Nonprofits
More
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Downloads

Set up My Account (pdf)

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Compliance Checklist (pdf)

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Briefing Note (pdf)

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Governance Explainer (pdf)

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Self-Check Checklist (pdf)

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If you discover gaps and want help getting back on track

 Some organizations prefer a guided reset to make sure their books, filings, and governance documents are aligned. For those who need it, we offer a Books & Compliance Reset — a focused, one‑time service designed to help volunteer‑run boards get organized and compliant again. 

 

What’s included:

  • Review of books and filings
  • Identification of compliance or governance gaps
  • A prioritized action plan
  • Optional follow‑up support if needed


Cost: $250

This service is completely optional — many organizations simply use the checklist independently. It’s here for those who want a little extra support.

Schedule Now

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