ARGUETA CPA
& Financial Management

  • Financial Management: Unlock the full potential of your financial resources and drive your nonprofit’s mission forward. Our financial management services are designed to empower you with the tools and insights needed to make strategic decisions. We offer comprehensive budgeting and cash flow management support, precise financial forecasting, grant management assistance, and strategic financial planning. Together, we’ll optimize your financial operations and pave the way for long-term sustainability and growth. 

SERVICES

BOD Financial Package, Meeting & Reporting

Cash Flow Forecasting & Budget Reporting

Organization-wide KPIs

Program or Grant-Specific Reporting

Team Member Performance

Annual Audit Assistance

Annual Budget Preparation

Financial and accounting policy setting

Internal Controls

Resource planning

Retirement planning

Financial sustainability and strategic planning

Investment Management

Incentive Plans

Multi-state or location expansion and planning

Bob Frazier
Treasurer
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We needed specific help with IRS tax challenges for the national organization and our smaller chapters. Keith Argueta and his staff have been very knowledgeable, responsive and professional as we worked through the various steps.
Minh Vo
Entrepreneur
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Been a client since 2014, great service from payroll, tax planning, budgeting, and general advice. LLC set up was quick and painless.
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