Finney, Neill and Company, P.S.

Firm Overview

• Established in 1992.
• Office located in the Greenwood area of North Seattle.
• Serves nonprofits, affordable housing organizations, small businesses, and the individuals behind them.
• Focuses on building long-term relationships by listening first and tailoring services to each client's needs.

Values

The firm's work is grounded in five core values:

• Empathy – Forming long-lasting relationships by listening and seeking to understand.
• Integrity – Building trust by doing the right thing, even when it is difficult.
• Excellence – Pursuing quality in relationships, in the team, and in the work performed.
• Curiosity – Solving problems with humility, courage, and flexibility.
• Health – Prioritizing physical, intellectual, emotional, and spiritual well-being.

Recognition and Memberships

• Recognized as a Peak Firm by the Washington Society of Certified Public Accountants (WSCPA).
• Certified as a Women Business Enterprise (WBE) by the Washington State Office of Minority and Women's Business Enterprises.
• Member of the American Institute of Certified Public Accountants (AICPA) and the Washington Society of Certified Public Accountants (WSCPA).

How the Firm Works With Clients

• Emphasis on clarity, care, and integrity in all engagements.
• Senior involvement on engagements to support consistent communication and quality.
• Use of secure technology platforms and portals to collaborate and share documents efficiently.

For specific services, availability, or new engagements, potential clients are encouraged to contact the firm directly through the contact options on the firm's website.

• Financial statement audits (GAAS, Yellow Book, HUD, Uniform Guidance/Single Audit) – Risk-based audits designed to provide reasonable assurance that financial statements are free of material misstatement, including additional procedures for engagements subject to Government Auditing Standards, HUD requirements and the Uniform Guidance.
• Review services (SSARS) – Limited assurance engagements focused on analytical procedures and inquiries, providing a conclusion on whether modifications are needed for the statements to be in conformity with the applicable accounting framework.
• Compilation engagements (SSARS) – Preparation and presentation of financial statements without providing assurance, tailored to stakeholders' needs.
• Attestation and compliance services – Agreed-upon procedures and program compliance work, including engagements related to HUD and other specialized programs.

Quality and Approach

• Member of the AICPA Governmental Audit Quality Center (GAQC), with tools, training, and monitoring focused on governmental and Single Audit engagements.
• Documented system of quality control covering leadership responsibilities, ethical requirements, engagement performance, and monitoring.
• Independent engagement quality control reviews performed where required, prior to report release.
• Standardized planning and documentation, including risk assessment and program-level procedures, to keep projects efficient and on schedule.
• Historically low team turnover, supporting continuity and accumulated knowledge about each client.

Who They Serve

Assurance and financial statement services are provided to a variety of organizations, including nonprofits, affordable housing organizations, and other entities that require audited or reviewed financial statements or specialized compliance reporting.

For details on whether an audit, review, compilation, or other engagement is appropriate, clients are encouraged to contact the firm to discuss their specific needs.

Finney, Neill and Company, P.S. provides client accounting services for small businesses and other organizations that want dependable day-to-day accounting support and clear financial visibility.

What They Provide

• Bookkeeping and transaction processing – Keeping books current so owners and managers have up-to-date records.
• Month-end support and reporting – Assistance with reconciliations and financial reporting to help clients understand their financial position.
• Payroll and related support – Help with payroll-related accounting needs as part of broader client accounting services.
• System setup and process support – Helping set up or improve accounting systems and workflows.

Who They Serve

• Local small businesses across a range of industries.
• Owners and entrepreneurs who want to stay informed without managing every accounting detail themselves.

Tools and Security

• Use of secure portals and technology (such as ShareFile and other professional tools) to exchange documents and collaborate with clients.

With accurate books, timely reports, and practical support, the goal of client accounting services is to free up clients' time so they can focus on running their businesses.

Finney, Neill and Company, P.S. offers tax services that emphasize planning, communication, and year-round support rather than a once-a-year filing interaction.

Approach

• Work with clients throughout the year, not just at filing time.
• Provide planning support so tax considerations can be incorporated into business and personal decisions.
• Use senior-led teams and clear timelines, including deliberate use of extensions when needed so that each return receives appropriate attention.

Who They Serve

Tax services focus on:

• S corporations and partnerships
• Individual owners of closely held businesses
• Nonprofit organizations
• Affordable housing organizations and projects
• Estates and trusts

Types of Tax Work

Services include preparation and filing of required returns along with related planning and advisory support for the entities and individuals served. The firm stays in touch between deadlines so questions can be addressed as they arise.

Specific tax forms, deadlines, and filing requirements depend on each client's situation and are determined as part of the engagement.

Ask anyway — the agent will say plainly that it is not published rather than guess.