Crescent City specializes in nonprofits, small to medium businesses, freelancers, and municipality agencies, with a focus on clients in Louisiana and nationwide who face challenges like grant compliance, seasonal cash flow, and public accountability.
All services are provided virtually using secure, cloud-based accounting platforms, allowing clients real-time access to financial data and enabling collaboration from any location. In-person meetings are available when appropriate.
The team includes professionals with Enrolled Agent (EA) status for tax matters, Certified Management Accountant (CMA) certification, QuickBooks ProAdvisor credentials, and memberships in organizations such as the Government Finance Officers Association (GFOA).
Yes, Crescent City provides specialized grant and fund accounting services to track restricted and unrestricted funds, ensure compliance with grantor requirements, and produce fund-specific financial reports tailored for nonprofits and public-sector clients.
Yes, clients can access executive-level financial leadership including budgeting, forecasting, strategic planning, and board reporting without the cost of a full-time CFO through Crescent City's outsourced CFO services.
New clients start with a free initial consultation to align expectations and scope, followed by setup of cloud accounting access, document organization, and a tailored service plan to clean and maintain financial records efficiently.
The firm uses secure cloud accounting platforms, encrypted client portals, and rigorous data protection protocols to safeguard client financial information and ensure confidentiality during all virtual interactions.
Crescent City accepts online payments, including debit and credit cards as well as Venmo, to provide convenient and contactless payment options for clients.
The firm offers flexible scheduling within extended weekday business hours and conducts virtual consultations to accommodate client availability and time zones.
Yes, Crescent City helps clients get audit-ready by organizing books, reconciling accounts, preparing documentation, and assisting with auditor communications to reduce findings and streamline the audit process.
Crescent City combines virtual delivery with deep sector expertise, executive-level financial leadership without full-time overhead, strong credentials, and a community-rooted approach focused on New Orleans and Louisiana's unique economic landscape.
Yes, the firm prepares customized reports tailored to the needs of boards, funders, lenders, or management, including dashboards and performance analyses to support clear decision-making.
Yes, Crescent City offers bookkeeping, tax preparation, and budgeting services designed to help freelancers and solo professionals manage income tracking, deductions, and compliance efficiently.
Led by an Enrolled Agent, Crescent City manages individual, business, nonprofit, and state/local tax filings, aiming to minimize liabilities while ensuring full compliance with IRS and Louisiana tax regulations.
The firm is based in New Orleans, Louisiana, serving clients statewide and nationally through its fully virtual service model.