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Compliance Services

Phase 2 – Legacy Builder: Strengthening the Core

Compliance is the Anchor of Every Nonprofit Legacy.

With our Phase 2 Compliance and Infrastructure Packages, we ensure your Organization stays in Good Standing with the IRS, State, and Donors. From Annual Filings to Financial Systems, this is where Growth begins with Clarity and Structure.

Phase2-Legacy Builder

1-Hour Nonprofit Strategy Session:
$250

Best for Organizations needing Focused, Real-Time Guidance.

⚜️ Focused 60-Minute Zoom Session with Sandy Tyrrell
⚜️ Perfect for Budgets, Board Issues, LOI/Donor Messaging, or Program Challenges
⚜️ Real-Time Feedback, Refined Messaging, and Actionable Next Steps

Phase2-Legacy Builder

Annual Tax Filing & Compliance:
$350–$550

Best for Organizations needing Annual Compliance handled.

⚜️ Preparation and Submission of IRS Form 990-N, 990-EZ, or Full 990
⚜️ State-Required Attorney General Filings
⚜️ Filing Receipts for your Records
⚜️ Ongoing Compliance Monitoring with Proactive Alerts
⚜️ Expedited Service Available (3–5 Business Days)

Phase2-Legacy Builder

GuideStar Charity Profile Registration: $1,250

Best for Organizations needing Verified Visibility and Funder Credibility.

⚜️ Profile Setup: Mission, Programs, Leadership, Financials, Outcomes
⚜️ 12 Months of Monitoring & Updates
⚜️ Strategic Highlighting of Programs & Impact
⚜️ Support to Achieve Bronze, Silver, Gold, or Platinum Transparency Seals
⚜️ Alignment with IRS Filings for Compliance Consistency

Phase2-Legacy Builder

QuickBooks for Nonprofits:
$1,850

Best for Organizations needing Financial Systems setup and oversight.

⚜️ TechSoup Registration & QuickBooks Online Setup
⚜️ Custom Nonprofit Chart of Accounts + Fund Tracking
⚜️ 3 Months of Transaction Entry & Reconciliations
⚜️ Receipt/Expense Management (via submission to us)
⚜️ Strategic Financial Review & Recommendations Session

Let’s Build Your Nonprofit Legacy Together

Every Journey Starts With a Conversation. Share Your Vision and Challenges, and We’ll Map Your Clearest Path Forward — From Formation to Funding.

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