JM Boyd CPA, PLLC
Transparent Accounting & Consulting
Certified Public Accountant◆ Accounting Stabilization ◆ Month-End Close
◆ Tax-Exempt Reporting ◆ Audit Support ◆ Special ProjectsBased in Winston-Salem, NC and serving North Carolina’s Piedmont Triad
Are your accounting records behind?
Are reconciliations incomplete?
Is the month-end close inconsistent or overdue?
Does your organization need specialized tax-exempt reporting support?
Does your accounting team need additional capacity for audit schedule preparation?
Is a special accounting project competing with day-to-day responsibilities?
JM Boyd CPA, PLLC provides experienced accounting support to bring records current, complete reconciliations, strengthen the month-end close, and provide additional accounting capacity for audit schedule preparation and special projects.Services are tailored to clearly defined accounting needs and performed by a CPA.
HOW I CAN HELP
Accounting Stabilization & Cleanup
Current, reliable accounting records support daily decisions, responsible use of resources, and informed responses to the organization’s operating environment.Because cleanup requires working through actual accounting processes, it can also reveal practical improvements and provide a basis for documenting or refining standard operating procedures (SOPs).When records have fallen behind, JM Boyd CPA, PLLC provides focused support to bring them current—the necessary first step toward a reliable month-end close, audit readiness, and informed decisions about special projects.
Tax-Exempt Organization Accounting Support
Tax-exempt organizations face specialized accounting and reporting requirements involving donor restrictions, fund and grant activity, cost allocation, and financial stewardship.JM Boyd CPA, PLLC provides hands-on accounting and reporting expertise to help your organization navigate these complexities and meet its financial reporting and compliance responsibilities.
Month-End Close Support
A timely, well-executed month-end close helps confirm that accounting transactions are complete and necessary adjustments have been recorded, while keeping account reconciliations and supporting schedules in a state that supports reliable financial reporting and applicable tax, audit, and other compliance requirements.When additional capacity is needed, JM Boyd CPA, PLLC provides experienced accounting support to help an organization’s accounting team execute the close, creating bandwidth for the analysis and review that support reliable financial statement preparation.
Audit Schedule Preparation Support
During interim or year-end audit fieldwork, time-sensitive demands increase for an accounting team that must also continue managing daily operations.Following the organization’s established protocols, JM Boyd CPA, PLLC provides additional capacity by preparing or updating audit schedules in response to the auditor’s prepared-by-client (PBC) list.
Special Project Support
Special accounting projects often require sustained attention and can compete with the routine responsibilities of permanent staff.In coordination with your organization’s subject-matter experts, JM Boyd CPA, PLLC provides focused, temporary capacity for clearly defined projects, helping move the work forward while permanent staff continue managing day-to-day accounting responsibilities.
About
I discovered my passion for accounting while earning my BS in Business from Indiana University. After relocating to North Carolina, I earned my CPA license while working in public accounting, where I gained experience in audits, financial statement preparation, tax preparation and research, and client service, ultimately advancing to Tax Manager.I later moved into nonprofit financial leadership, serving in senior finance roles including CFO, with responsibility for accounting operations, financial reporting, budgeting, audit coordination, board reporting, and process improvement. I also maintained a client-service focus by supporting accounting services for other nonprofit organizations. To strengthen my use of accounting and finance in business decision-making, I completed my MBA from Wake Forest University during this time.I then broadened my hands-on month-end close experience through contract accounting engagements in higher education and within an international for-profit company handling high transaction volumes. These engagements refined my ability to step into team environments with established accounting processes, work through detailed reconciliations, and support an accurate, timely close.Throughout my career, I have gained audit experience from three perspectives: performing audit work in public accounting, managing audit coordination from the client side, and now helping organizations prepare schedules and respond to auditor requests through contract accounting support.Now, I make my experience available to tax-exempt organizations and for-profit businesses through JM Boyd CPA, PLLC. I take the time to understand how the organization operates so that accounting support is structured around specific business needs.
Accounting Stabilization & Cleanup
Current, reliable accounting records support daily decisions, responsible use of resources, and informed responses to the organization’s operating environment.When records have fallen behind, JM Boyd CPA, PLLC provides focused support to bring them current—the necessary first step toward a reliable month-end close, audit readiness, and informed decisions about special projects. Support may include:
Bringing accounting records current using available source documentation
Reconciling general ledger accounts and related subledgers
Researching and resolving discrepancies, unsupported balances, and reconciling items
Organizing supporting documentation and reconciliation schedules
Identifying accounting entries needed to correct or complete the records
Because cleanup requires working through actual accounting processes, it can reveal opportunities for practical improvement and identify workflows that would benefit from clearer documentation.In coordination with your organization’s subject-matter experts, JM Boyd CPA, PLLC can document identified accounting workflows as detailed work instructions or standard operating procedures (SOPs). Support may include:
Reviewing any existing standard operating procedures, written instructions, or supporting documentation related to the identified accounting process
Performing the process using available instructions and information obtained from organization staff, while noting where additional documentation or clarification is needed
Drafting or refining the standard operating procedure as clear, step-by-step instructions so someone with the appropriate level of expertise can complete the process from beginning to end without relying on undocumented institutional knowledge
Recommending practical improvements to support consistent and timely completion
Each engagement is scoped according to the breadth of the work and the information and documentation available.Remote support is available when the organization’s systems, documentation, and communication processes allow the work to be completed efficiently and securely.
Month-End Close Support
A timely, well-executed month-end close helps confirm that accounting transactions are complete and necessary adjustments have been recorded, while keeping account reconciliations and supporting schedules in a state that supports reliable financial reporting and applicable tax, audit, and other compliance requirements.When additional capacity is needed, JM Boyd CPA, PLLC provides experienced accounting support to help an organization’s accounting team execute the close, creating bandwidth for the analysis and review that support reliable financial statement preparation. Support may include:
Following the organization’s established close calendar, accounting policies and procedures, and documentation standards.
Preparing and posting approved journal entries based on supporting documentation, including entries for accrued and prepaid expenses, deferred revenue recognition, depreciation and amortization, allocations, and other close adjustments.
Evaluating accounting activity in multi-entity and multi-currency environments, recording intercompany and currency conversion entries as appropriate, and maintaining related supporting documentation
Updating current-period account reconciliations, balance schedules, and supporting documentation using the organization’s accounting software and established tools when practical
Coordinating with organization staff to obtain information, address open items, and complete assigned close activities
Remote support is available when the organization’s systems, documentation, and communication processes allow the work to be completed efficiently and securely.
Tax-Exempt Organization Accounting Support
Tax-exempt organizations face specialized accounting and reporting requirements involving donor restrictions, fund and grant activity, cost allocation, and financial stewardship.JM Boyd CPA, PLLC provides hands-on accounting and reporting expertise to help your organization navigate these complexities and meet its financial reporting and compliance responsibilities. Support may include:
Tracking and reconciling donor-restricted contributions, endowment activity, and board-designated funds
Establishing and maintaining grant-level accounting records for federal, state, and local government grants, as well as private grants, including award budgets, funding periods, restrictions, receivables, advances, reimbursements, and related revenue recognition
Tracking direct grant costs, allocating indirect costs, and preparing reconciled expenditure schedules, budget-to-actual reports, reimbursement support, and related financial documentation
Providing fund accounting support and preparing budget-to-actual reports for management use
Preparing accounting schedules and supporting documentation for use in the preparation of Forms 990 and 990-T
Providing multistate sales and use tax exemption and refund support, including state-specific analysis of qualifying purchases
Remote support is available when the organization’s systems, documentation, and communication processes allow the work to be completed efficiently and securely.
Audit Schedule Preparation Support
During interim or year-end audit fieldwork, time-sensitive demands increase for an accounting team that must also continue managing daily operations.Following the organization’s established protocols, JM Boyd CPA, PLLC provides additional capacity by preparing or updating audit schedules in response to the auditor’s prepared-by-client (PBC) list. Support may include:
Reviewing auditor request lists and prior-year support to understand current-year requirements
Preparing current-year schedules and gathering supporting documentation for assigned audit requests
Reviewing schedules for completeness, consistency, and responsiveness to the auditor’s request
Tracking assigned requests, revisions, and outstanding items through completion
Coordinating with organization staff to obtain information and address reviewer or auditor feedback
These services do not include performing an audit or providing assurance services.
Remote support is available when the organization’s systems, documentation, and communication processes allow the work to be completed efficiently and securely.
Special Project Support
Special accounting projects often require sustained attention and can compete with the routine responsibilities of permanent staff.In coordination with your organization’s subject-matter experts, JM Boyd CPA, PLLC provides focused, temporary capacity for clearly defined projects, helping move the work forward while permanent staff continue managing day-to-day accounting responsibilities. Support may include:
Supporting accounting system and specialized subledger conversions by reconciling transferred balances and reports to the general ledger
Comparing reports from billing, deferred revenue, sales tax, fixed asset, settlement, and other specialized systems to source documentation and related accounting records
Identifying and preparing approved cleanup or correction entries arising from conversion differences
Documenting reconciliation results, outstanding items, and follow-up needed to complete the transition
Providing additional accounting capacity for other projects with clearly defined objectives and deliverables
Remote support is available when the organization’s systems, documentation, and communication processes allow the work to be completed efficiently and securely.
Request a Consultation
Please provide the information below, and I will contact you to discuss how I can support your organization.
Submitting this form does not establish a client relationship.