COVERDALE & ASSOCIATES, LLC
Accounting, Grant Management & Tax Services
443.615.0620
acoverdale@coverdale-associates.com
We strive to give you comprehensive detail services adhering to your particular needs.
consulting
Financial Consulting
Prepare personal budgets
​
Advise on spending
​
​
​
New Business Consulting
Advise on type of business to form
Assist set-up of new business financials
Registering of business
​
​
​
Budgeting
Assist with the creation and maintenance of budgets
GRANTS MANAGEMENT
Grant Maintenance
Assist and maintain budget including amendments and modifications
​
Assist with maintenance of grant files by updating any current information, changes or requests
​
Attend meetings in regards to the grant
​
Maintain and present financial data for reporting
​
Create time and efforts sheets
​
Create and maintain binders for grants
​
Financial Reporting
Consult and advise on financial spending
Prepare financial reports
Review general ledger for accuracy
​
tax & notary
Tax Services
Personal Tax Returns
​
Business Tax Returns
​
Non Profit Tax Returns (990)
​
Payroll
​
Preparation of Financial Reports
​
Notary Public
Notarized legal documents
​
Wills
​
Power of Attorney
​
General
​
Medical