About NWAFM

Northwest Accounting & Financial Management (NWAFM) has served organizations’ accounting and audit preparation needs since 2014. Founder David Schor, CPA, MBA, brings to our practice more than 20 years of experience in accounting, auditing and audit preparation, bookkeeping, budgeting, and financial management. Also comprising NWAFM are Capriana Ponton, Danni Tang, and Bonnie Steele.

Our clients include nonprofits of all sizes, small businesses, and universities. We value the important impact our clients make, and our role in helping them make it.

Our Services

    • Bookkeeping (monthly, quarterly, or annual)

    • Accounts receivable and accounts payable

    • Internal audit, and audit preparation and assistance

    • Bank reconciliations

    • Payroll processing

    • Annual tax and compliance filings (see Form 990 below)

    • W2 and 1099 filing

    • Financial reports

    • Individual needs and miscellaneous

    • Budgeting and variance analysis

    • Accounting software selection, implementation, and support

    • Financial projections and forecasts

    • Cash flow management

    • Business planning and development

    • Implementation of accounting systems and best practices

    • Individual needs and miscellaneous

    • Year-end bookkeeping clean up and close out (as needed)

    • Preparing and filing the annual Form 990 needed for non profit tax compliance

Contact us

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