Clarity. Confidence. Financial Growth.

Custom CPA support for your stage of business — from launch to legacy.

Our Services

Flat rate pricing available for most services

    • General Ledger Maintenance

    • Accounts Payable & Receivable

    • Bank Reconciliations

    • Monthly, Quarterly, and Annual Financial Statements

    • Payroll Processing and Compliance

    • Cash Flow Management

    • Individual Tax Preparation (Form 1040 and schedules)

    • Business Tax Preparation (Forms 1120, 1120S, 1065, etc.)

    • 1099 Preparation and Filing

    • IRS Form 990, 990-EZ, or 990-N Preparation

    • Form 990-T (Unrelated Business Income Tax)

    • Indiana Property Tax Filing

    • Sales and Use Tax Filing

    • Payroll Tax Reporting

    • Estimated Tax Payment Planning

    • Fund Accounting and Class Tracking

    • Chart of Accounts Setup for Nonprofit

    • Bank and Grant Reconciliation

    • Restricted vs. Unrestricted Funds Tracking

    • Budget-to-Actual Reporting

    • IRS Form 990, 990-EZ, or 990-N Preparation

    • Form 990-T (Unrelated Business Income Tax)

    • State Charity Registration and Renewals

    • Sales Tax Exemption Assistance

    • IRS Correspondence & Audit Representation

    • Board Reporting Support

    • Board Education on Financial Statements

    • Budget Development & Forecasting

    • Financial Policies and Procedures Review

    • Strategic Planning Support (financial modeling)

    • Grant Tracking and Financial Reporting

    • Grant Proposal Budget Support

    • Donor Stewardship Reporting (custom financial reports)

    • QuickBooks Setup & Training

    • Accounting Software Selection & Migration

    • Staff Training on Financial Processes

    • Cloud-based Document Management Setup

Why Awaken CPA?

Woman-owned

Indiana-rooted

Empowering, not overwhelming

Clear, human-first communication

Woman-owned • Indiana-rooted • Empowering, not overwhelming • Clear, human-first communication •

Let’s Start Your Financial Awakening

Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!