We help business owners maximize eligible business and personal deductions, prepare accurate tax returns, and meet filing deadlines. Your selected services define the scope of this proposal.
Executive Summary
Everything included in this proposal.
Monthly
Annual
As Needed
$0 deposit to get started
Included Services
The work included in this proposal.
Only the services selected by Fogler CPA appear below. Each line item states the work, pricing basis, and proposed total.
Monthly service
Monthly Bookkeeping
Ongoing bookkeeping support designed to keep the general ledger current and provide dependable financial records throughout the year.
Review, categorize, and post routine financial activity.
Reconcile agreed bank and credit-card accounts.
Record recurring and adjusting journal entries based on available support.
Research unusual or unclear activity and maintain an organized chart of accounts.
Complete the recurring bookkeeping work on the agreed monthly cadence.
Proposed fee: $0 per month
Annual service
Form 1040 Tax Return Preparation
Preparation of the selected number of individual federal income tax returns. Each Form 1040 engagement includes completion of one state income tax return.
Provide a tax-document request list and organizer.
Review client-provided income, deduction, credit, and estimated-payment information.
Prepare the federal Form 1040 and one state income tax return.
Perform a completion review and provide filing copies.
Transmit eligible returns electronically after signed authorization is received.
Pricing: $0
Annual service
Form 1120 / 1120-S Tax Return Preparation
Preparation of the selected number of corporate or S corporation federal income tax returns. Each engagement includes completion of one state income or franchise tax return.
Provide a business tax-document and year-end information request.
Review the trial balance, general ledger, fixed assets, payroll, and owner activity provided.
Prepare the applicable Form 1120 or Form 1120-S and one state income or franchise tax return.
Prepare shareholder information reporting when applicable.
Perform a completion review and electronically file after authorization.
Pricing: $0
Additional tax service
Additional Individual State Returns
Preparation of the selected number of individual state income tax returns beyond the one state return included with each Form 1040 engagement.
Review state-specific source information.
Prepare the applicable additional state return.
Electronically file eligible returns after authorization and provide client copies.
Pricing: $0
Additional tax service
Additional Business State Returns
Preparation of the selected number of business state income or franchise tax returns beyond the one state return included with each Form 1120 or 1120-S engagement.
Review state nexus and filing information supplied for the engagement.
Prepare the applicable additional state return.
Electronically file eligible returns after authorization and provide company copies.
Pricing: $0
Annual compliance service
1099 Completion
Preparation and electronic filing of the selected number of Forms 1099 using complete and timely payer and recipient information supplied by the company.
Provide a standardized vendor-information request.
Review the supplied payee names, tax IDs, addresses, and payment totals.
Prepare the applicable Forms 1099 included in the quote.
Electronically file with the appropriate agency and provide recipient copies.
Provide final filing copies for the company’s records.
Pricing: $0
As needed
CFO Time: Matt Fogler, CPA
Direct time with Matt Fogler, CPA, for CFO-level review, reporting questions, planning, and business decisions.
Pricing: $0
As needed
Accounting Training Specialist Time: Kiran Tariq
Hands-on accounting training with Kiran Tariq, Accounting Training Specialist, in your actual workflow, records, and software.
Pricing: $0
As needed
Bookkeeping Team Time
Bookkeeping team time for the work defined in this proposal, led by Matt Fogler, CPA and Kiran Tariq.
Pricing: $0
No services were selected for inclusion in this proposal.
Why Fogler CPA
Practical accounting and tax support built around the company in front of us.
Knowledgeable advice
CPA-led guidance connects the technical answer to a practical next step you can understand and use.
Responsive communication
Questions are acknowledged, open items are tracked, and you are kept informed when information or a decision is needed.
Accurate work
Every selected service is completed with disciplined preparation, review, and attention to the information provided.
Timely delivery
Clear requests, organized workflows, and early communication about blockers help keep agreed deadlines on track.
“Our goal is simple: give business owners numbers they can trust and an accounting partner they actually enjoy working with.”
What You Can Expect
Clear advice and responsive service throughout the engagement.
The specific deliverables are defined by the selected line items, but the working relationship follows the same standards across every service.
Practical guidance
Answers with context
When questions arise within the selected scope, we explain the issue in plain language, identify reasonable options, and provide a practical recommendation when the facts support one.
Responsive communication
No guessing about status
We acknowledge requests, identify missing information, communicate material open items, and let you know when a client decision or document is holding up completion.
Defined responsibilities
A focused information request
We provide a clear list of the records, approvals, access, and decisions needed from you. Timely and complete client information helps us meet the agreed delivery schedule.
Transparent scope
Changes discussed first
If the facts reveal work beyond the selected services, we explain what changed and discuss the additional scope and pricing before performing material out-of-scope work.
How We Work
Accurate, timely, and knowledgeable service from start to finish.
1
Confirm the Engagement
We confirm the selected services, deadlines, responsibilities, quantities, pricing, and the contacts involved in the work.
2
Focused Information Request
We provide a written request tailored to the selected services and securely collect the records and access needed to complete them.
3
Knowledgeable Preparation
We complete the selected bookkeeping, tax, compliance, or training work carefully using the information supplied for the engagement.
4
Review and Timely Delivery
We perform a completion review, resolve open questions, obtain required approvals, and provide the finished work on the agreed timeline.
Fogler CPA Proposal for Services
Review your numbers and shape the support that fits your organization.
Estimate the support your organization needs for QuickBooks, monthly close,
board reporting, restricted funds, grants, and controller-level guidance,
then save or share this proposal with every selection kept intact.
Nonprofit leaders need reports they can explain to a board, use for decisions,
and rely on when restricted funds, grants, cash flow, and compliance questions come up.
Practical authority
Our services focus on the accounting work nonprofit leaders actually need help
with: clean closes, usable reports, restricted fund tracking, grant support, and
board-level questions answered before they become surprises.
CPA perspectiveAccounting review, cleanup, and reporting are framed around disciplined CPA oversight.
Board-ready focusThe goal is clearer monthly reporting that executive directors, treasurers, and boards can use.
Nonprofit-specific topicsRestricted funds, grant tracking, reconciliations, compliance items, and internal controls are built into the work.
About Us
Fogler CPA provides accounting, reporting, and advisory support
for nonprofit organizations that need clean books, timely financial statements, and
board-ready reporting.
Monthly Accounting
Bookkeeping, reconciliations, monthly close, and financial statements built around
nonprofit reporting needs.
Board Reporting
Clear financial packages for executive directors, treasurers, finance committees,
and boards.
Advisory Support
Support for budgeting, cash flow, restricted funds, grant reporting, and internal
control improvement.
QuickBooks Experts for Nonprofit Accounting
Many nonprofits use QuickBooks, but nonprofit accounting requires more than simply
entering transactions. We help organizations use QuickBooks for cleaner accounting,
stronger reconciliations, better class and fund tracking, clearer financial statements,
and more useful board reporting.
QuickBooks Setup
Chart of accounts, classes, programs, funds, vendors, customers, and reporting
structure designed around nonprofit needs.
Monthly Close
Reconciliations, review procedures, balance sheet cleanup, revenue tracking,
and management-ready reporting from QuickBooks.
Board Reports
Financial statements and reporting packages that help boards understand cash,
restricted funds, budget performance, and financial risk.
Services for Nonprofit Finance Teams
We help nonprofit leaders get dependable accounting support without guessing what
kind of engagement they need. Services can be scoped for one-time cleanup, recurring
monthly accounting, or ongoing controller-level guidance.
The work can include QuickBooks cleanup, reconciliations, monthly close, restricted
funds, grant reporting, board financial packages, budgeting support, and practical
compliance review.
Catch up reconciliations, clean up QuickBooks, organize classes or funds, and
rebuild reports so leadership can trust the numbers again.
Monthly Accounting
Recurring bookkeeping, monthly close, bank and balance sheet reconciliations,
revenue tracking, and management-ready financial statements.
Controller Support
Higher-level review, budget conversations, grant and restricted fund reporting,
finance committee support, and board-ready explanations.
What Your Quote Can Include
The quote process is designed to identify the support that will actually move the
organization forward. That may be a focused cleanup project, monthly accounting help,
or a broader finance support role.
We look at transaction volume, current QuickBooks condition, reporting needs,
restricted funds, grants, board expectations, and how much internal accounting support
your organization already has.
Quote Scope Snapshot
Monthly close and reconciliation support.
QuickBooks cleanup, setup, and reporting structure.
Board packages, restricted funds, grants, and advisory review.
Reports and finance committee support that help leaders focus on cash, budget
performance, restricted funds, and financial risk.
Accounting Review
Review of reconciliations, balance sheet accounts, restricted funds, revenue
tracking, and monthly financial statements.
Grant and Fund Tracking
Support for donor restrictions, grant documentation, program tracking, and the
accounting detail funders and boards expect.
Meet Your Advisor
Your quote is shaped by a CPA perspective and a practical understanding of how
nonprofit accounting has to work month after month.
Matt Fogler, CPA
Nonprofit finance advisor focused on clearer reporting, stronger oversight,
and practical accounting systems for mission-driven organizations.
"Matt makes nonprofit accounting clear, approachable, and practical."
Elias L.
"Our league is stronger because of Matt's guidance."
Peter G.
"Matt and his staff are knowledgeable, professional, and easy to recommend."
Alicia W.
"Matt was an exceptional resource for our nonprofit."
Herman D.
"A real-world perspective that makes nonprofit finance easier to understand."
Elias L.
Our Approach
We focus on practical accounting systems that help nonprofit leaders understand their
financial position. That means accurate balance sheets, reconciled accounts, clear
revenue tracking, useful monthly reports, and financial information that can be reviewed
by management and the board.
Clean Data
We emphasize structured, first-time-right accounting data so reports are useful,
consistent, and easier to review.
Timely Reporting
We build around monthly close routines, reconciliations, and reporting deadlines
that support better board oversight.
Clear Oversight
We help nonprofit leaders see what matters: cash, obligations, restricted funds,
budget performance, and financial risk.
Why We Focus on Nonprofits
Nonprofits have unique accounting and reporting needs. Restricted grants, donor
reporting, functional expenses, board oversight, and public accountability all require
financial systems that are more disciplined than basic bookkeeping.
Our work is designed to help nonprofit leaders spend less time guessing about the
numbers and more time making decisions with reliable financial information.
Additional Services Available
Options priced for easy addition.
These services are not included in the proposed investment above. They are shown as separately priced options and can be added only with mutual written agreement.
Individual federal income tax return preparation with one included state income tax return, completion review, electronic filing, and client copies.
Available for $0
Form 1120 / 1120-S Tax Return Preparation
Corporate or S corporation return preparation, including review of supplied year-end accounting records, one included state income or franchise tax return, and electronic filing.
Available for $0
Additional Individual State Returns
Additional individual state income tax returns beyond the one state return included with each Form 1040 engagement.
Available for $0
Additional Business State Returns
Additional business state income or franchise tax returns beyond the one state return included with each Form 1120 or 1120-S engagement.
Available for $0
1099 Completion
Preparation, electronic filing, recipient copies, and final company copies for the selected number of Forms 1099.
Available for $0
CFO Time: Matt Fogler, CPA
Direct time with Matt Fogler, CPA, for CFO-level review, reporting questions, planning, and business decisions.
Available for $0
Accounting Training Specialist Time: Kiran Tariq
Hands-on accounting training with Kiran Tariq, Accounting Training Specialist, in your actual workflow, records, and software.
Available for $0
Bookkeeping Team Time
Bookkeeping team time for the work defined in this proposal, led by Matt Fogler, CPA and Kiran Tariq.
Available for $0
Payment
Payment Terms
Items marked for a deposit are paid 50% before work begins, and the remaining balance is due upon completion of that deliverable. Items marked for 100% are due in full before work begins.
50% Deposit Before Work Begins
Deposit due$0
100% Due Before Work Begins
Due in full$0
Total due before work begins$0
Get in Touch
Have questions before requesting a quote or want to talk through nonprofit
accounting support? Contact us directly or visit our main site.
