CFO & Accounting Services
Jason Mallon, CPA
Partner

We are more than just accountants; we are your strategic partners. We offer comprehensive business accounting services designed to provide clarity, optimize operations, and support the sustainable growth of mission-driven organizations and values-aligned businesses.
BUSINESS ACCOUNTING SERVICES
Go beyond basic bookkeeping with our comprehensive accounting services. We deliver services focused on financial statement analysis, regulatory compliance, and strategic insights to drive your organization’s success.
We prepare and analyze comprehensive financial statements, offering deep insights into your organization’s performance and financial health.
We ensure compliance with financial regulations and prepare essential reports like Form 990, keeping your organization on track.
Our team provides strategic insights, proactively identifying risks and opportunities to support your long-term growth and decision-making.
Gain access to a dedicated team of experienced professionals who deliver customized financial reporting and continuous support tailored to your needs.
We help prepare your financial records for audits, ensuring accuracy and compliance for a smooth and efficient process.
OUR BENEFITS
Unlock greater value for your organization with our specialized accounting advisory services. Greenwood Ohlund’s business accounting expertise translates into clear financial reporting, streamlined processes, and proactive insights to drive your mission forward.
Gain a transparent and precise view of your financial landscape, empowering confident decision-making and better strategic planning.
Our managed accounting services optimize your financial processes, reducing administrative burden and increasing overall efficiency.
Ensure full adherence to financial regulations and reporting requirements, minimizing risk and fostering stakeholder trust.
Receive proactive financial analysis and advisory services that identify opportunities and guide your organization’s long-term success.
WHY CHOOSE US
Experience the Greenwood Ohlund difference in accounting advisory services. We deliver comprehensive business accounting expertise, offering tailored solutions and a collaborative approach to support your mission.
For nearly 50 years, we’ve delivered comprehensive accounting and financial services to the nonprofit community, including outsourced bookkeeping.
Our team is large enough to handle complex needs yet small enough to offer personalized, responsive service.
Clients come to us looking for a trusted partner who understands their mission, reduces their burden, and brings clarity to their financial picture.
We utilize trusted platforms like QuickBooks Online, QuickBooks Desktop, and Bill.com for accounting, ensuring streamlined and efficient service.
CFO & ACCOUNTING SERVICES TEAM
CFO & Accounting Services
Partner
CFO & Accounting Services
Director
CFO & Accounting Services
Manager
CFO & Accounting Services
Manager
CFO & Accounting Services
Manager
CFO & Accounting Services
Senior
CFO & Accounting Services
Associate/Staff
CFO & Accounting Services
Associate/Staff
Ready to unlock your organization’s full financial potential? Reach out today to discover how our tailored accounting business services can provide clarity, control, and support for your strategic goals.
ACCOUNTING SOFTWARE & TECHNOLOGY
Our technology-driven approach ensures accurate reporting, insightful analysis, and seamless integration, providing the financial intelligence you need for confident decision-making and efficient operations.
We leverage trusted platforms like QuickBooks Online and Bill.com for seamless financial management and accurate business accounting services.
Our expertise extends to various payroll systems, including ADP, Paychex, Gusto, and Paycom, for efficient payroll management and comprehensive accounting analysis.
We use Axcess and SafeSend platforms for confidential document exchange and secure collaboration, ensuring your financial records are protected.
Technology-driven processes provide immediate access to key financial metrics and strategic insights, allowing for proactive financial management.
Business accounting services encompass comprehensive financial management beyond daily bookkeeping, including financial analysis, strategic reporting, compliance assurance, and advisory services to support informed decision-making and growth.
Accounting advisory services provide strategic insights and guidance, helping your organization proactively identify financial risks, capitalize on opportunities, and develop data-driven strategies for long-term growth and mission achievement.
Greenwood Ohlund serves a diverse range of industries, with deep experience in nonprofit organizations, professional service firms, real estate, construction, technology, manufacturing, distribution, hospitality, retail, and fisheries.
Yes, our services are designed to scale with your business. We offer responsive, reliable support that adapts to your evolving needs, from streamlined back-office operations to strategic financial guidance.
While bookkeeping focuses on daily transaction recording, our business accounting services encompass higher-level analysis, strategic reporting, compliance assurance, and advisory to support growth and decision-making.
Clients often come to us feeling overwhelmed, frustrated, or stuck, wearing too many hats and struggling to keep up with financial responsibilities, which we help alleviate by providing clarity and support.
We help clients achieve financial clarity, operational confidence, and the freedom to focus on their core business, by delivering timely, accurate financial reporting and a streamlined back office.
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