About NWAFM

Founded in 2014, Northwest Accounting & Financial Management, PLLC (NWAFM) is powered by accounting and nonprofit administration professionals available to serve your organizations needs. David Schor, founder, is a CPA and MBA, with over fifteen years experience in accounting, auditing and audit preparation, bookkeeping, budgeting, and financial management. David has since grown and expanded NWAFM with the addition of Capriana Ponton, Danni Tang, and Bonnie Steele.

Each member of the NWAFM team treats the responsibility of managing finances with the utmost care and consideration. The clients we serve are not only important to us, but are making an important impact on the world we live in. We strive to streamline their financial plans to maximize their success.

Moreover, our expansive professional experience equips us to assess your business or organization with insight and perspective. Our clients have ranged from nonprofit organizations, to small businesses and universities. 

Whether you’re just starting out or looking to expand, we have the refined skills to serve you!

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

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