Financial Management

Affluent Financial Services LLC, CPA's

9711 Washingtonian Blvd. Suite 550
Gaithersburg
MD
20878
Phone: 
301-978-3016
Contact Name: 
Ajit S. Chawla
Number of Nonprofit Clients: 
25
Special Discount for Center Members: 
Yes
Description of Member Discount: 

We offer 50% discount on our first year fee if a nonprofit engages us for 3 years. 

Your Services: 

Affluent Financial Services LLC (AFS), Certified Public Accountants is a professional services firm established in 2008. AFS is currently providing assurance, tax, accounting, payroll processing, financial advisory, outsourced CFO and consulting services to not-for-profit tax-exempt organizations in the Washington D.C. metro area. AFS also provides Office of Management and Budget (OMB) Circular A-133 audits to organizations that have federal funding.  Our experience also includes auditing compliance under numerous U.S. government awards and federal appropriations.  Based on our past successes and experience, we are prepared and are well-qualified to provide financial statements and compliance audit services in a coordinated and integrated manner that meet our client’s needs for accurate reporting and prompt delivery. AFS is a valued business advisor to a number of tax-exempt programmatic, membership, social welfare, charitable, educational, religious, cultural, and research organizations with asset sizes ranging from $100 thousand to approximately $200 million.  Our professionals deliver hands-on experience and technical skills to address each of our clients’ distinctive needs.  We operate in a paperless environment and use Audit Engagement software that provides database management and access to the latest knowledge tools and resources.

For its superior technical and quality control expertise, AFS is also engaged by other public accounting firms to provide internal peer review services, which includes reviewing their engagement work-papers and to  provide suggestions for improvement in documentation, guidance on accounting and disclosure of complex transactions, financial statement disclosures and gaps/deficiencies noted in regulatory compliance requirements.

Is your company minority owned? : 
Yes
Is your company women owned?: 
Yes

LPTM Strategic Scorecard Data

Template Guideline for "Core Revenue Stream for Donations" from Center member, Life Pieces to Masterpieces.

Executive Preparation Institute-Senior Management Cohort

September 11, 2015 - 9:00am - 4:00pm



Build a better nonprofit by making yourself a more effective leader. The Senior Management Cohort is a six-part course that focuses on leadership development. Designed for nonprofit professionals at the management and senior level, this Cohort welcomes individuals looking to enhance their leadership skills and take the next step into an executive role.

Participants will have a chance to listen to industry experts about all possible facets of nonprofit leadership. The program will be comprised of panel and group discussions, seminars, and guest speakers to ensure maximum learning. The class will convene one Friday per month for six months.

Learn More!


 

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Fee-for-Service: A Legal Primer

October 28, 2015 - 1:30pm - 3:30pm

Faculty: Benjamin Takis, Founder and Principal Attorney, Tax-Exempt Solutions, PLLC

Course Objective: Gain a better understanding of the tax implications of events and charged services
Read more »

Location: 
THEARC 1901 Mississippi Ave, SE Washington, DC 20020

Basic Budgeting for Nonprofits

October 29, 2015 - 9:30am - 11:00am

Faculty: Scott Denlinger, Director, Cherry Bekeart

Course Objective: This interactive presentation will explore hands on concepts in budgeting for your nonprofit
Read more »

Location: 
Center for Nonprofit Advancement, 1666 K St. NW Suite 440, Washington, DC 20006

Nonprofit Financial Boot Camp Part II

September 17, 2015 - 9:30am - 12:30pm

Faculty: A. Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Nonprofit Financial Boot Camp Part I

September 10, 2015 - 9:30am - 4:00pm

Faculty: A. Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Executive Preparation Institute-Senior Management Cohort

 

 

Build a better nonprofit by making yourself a more effective leader. The Senior Management Cohort is a six-part course that focuses on leadership development. Designed for nonprofit professionals at the management and senior level, this Cohort welcomes individuals looking to enhance their leadership skills and take the next step into an executive role.

Participants will have a chance to listen to industry experts about all possible facets of nonprofit leadership. The program will be comprised of panel and group discussions, seminars, and guest speakers to ensure maximum learning. The class will convene one Friday per month for six months.

 

Senior Management Cohort participants will:

  • Learn from area nonprofit, government, and corporate experts around topics including nonprofit finances, budgeting and fundraising, board governance, leadership tips and tools, evaluations, and how to tell your story.
     
  • Gain insights into your own and others' leadership styles through DISC Assessment.
     
  • Have access to other professional development courses through the Center's education program that will maximize your learning. 
     
  • Be a member of a cohort of like-minded professionals in a safe place for robust discussions.

Structuring Corporate Sponsorship Arrangements

November 3, 2015 - 9:30am - 11:30am

Faculty: Benjamin Takis, Founder and Principal Attorney, Tax-Exempt Solutions, PLLC

Course Objective: Learn how to structure tax-exempt corporate sponsorship arrangements
Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006
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