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About

About Mark Halpert, CPA + Associates

We know that financial management can be a challenge for small organizations.  With various rules to comply with and multiple decision-makers in need of financial information, non-profits require senior-level accounting expertise on their team.  Yet, these organizations often don't require a full-time Finance Director.  CEOs and Executive Directors know that they need a properly-controlled and efficiently-run accounting system that produces useful financial information.

Our firm specializes in establishing and maintaining accounting systems for non-profit organizations.  We provide monthly accounting services, develop internal controls, and prepare annual results for audit and tax reporting.  Working as a team, our firm provides a professional level of service to our clients using templates and best practices developed from working with dozens of organizations since 2005.

We see non-profits as essential components of our community.  We strive to make finance a stable foundation for these organizations, enabling them to grow sustainably and achieve their goals.

Thank you for visiting us, we would be glad to hear from you!

MISSION:

  • To provide financial clarity to non-profit organizations through ongoing professional accounting services.

CORE VALUES:

  • Respect: to create positive change by treating our colleagues, clients, and the earth with respect,
  • Quality: to achieve excellence in accounting efficiently and professionally, and
  • Service: to serve our community as we work toward goals that are larger than ourselves.