HOSA Chartered Associations

The Only Accounting Firm Approved by the HOSA Board of Directors.

We handle the full financial operation of HOSA state associations — bookkeeping, conference invoicing, Form 990, payroll, and compliance — so your team can focus on developing future health professionals.

HOSA Board-Approved Vendor CPA-Led Firm Serving HOSA States Nationwide

Running a HOSA State Association Is a Full-Time Job. Accounting Shouldn't Add to It.

HOSA state associations face a financial management challenge that most accountants have never seen: a multi-conference revenue model, chapter dues flowing through HOSA CMS, Perkins grant compliance, contractor payroll for advisers and state officers, and a Form 990 that needs to accurately represent all of it — on a July 1 fiscal year that doesn't line up with most accounting calendars.

When you add up an FLC, a State Leadership Conference, and ILC preparation — each with its own invoicing cycle, deposit tracking, and reconciliation — the accounting complexity of a mid-to-large HOSA state association rivals that of a small private company. Except you're doing it with a volunteer board and a staff that didn't sign up to be accountants.

Most CPAs who work with nonprofits have never managed conference registration invoicing. They don't know what HOSA CMS is. They've never reconciled chapter-level dues against a membership management system. You end up teaching them instead of the other way around.

We already know your world. We built our practice around it.

Everything a HOSA State Association Needs, Under One Retainer

Monthly Bookkeeping

Full-cycle bookkeeping including bank reconciliation, categorization, and monthly financial statements tailored to HOSA's fiscal year and fund structure.

Conference Invoicing

We manage invoicing and collections for FLC, State Leadership Conference, and ILC — including chapter-level tracking, payment reconciliation, and aging reports.

HOSA CMS Reconciliation

We reconcile QuickBooks Online against HOSA CMS so your financial records match your membership system — no gaps, no unexplained variances.

Form 990 Filing

We prepare and file your annual Form 990 — including all required schedules — based on clean, current books maintained throughout the year. No last-minute scrambles.

Payroll & 1099s

We process payroll for W-2 employees and manage 1099 filing for state advisers, contracted officers, and event staff — fully handled, fully compliant.

Grant & Fund Tracking

We track restricted and unrestricted funds separately, maintain grant compliance documentation, and ensure your state education funding is reported correctly.

Board Financial Reporting

Monthly P&L, balance sheet, and budget vs. actual reports delivered before every board meeting — so your board always has a clear financial picture.

Audit Preparation

If your state requires an independent audit, we'll have your books audit-ready. Clean records, documented policies, and organized workpapers from day one.

We Know HOSA. Not Just Nonprofits.

There's a significant difference between an accountant who works with nonprofits and one who specializes in HOSA state associations. Here's what we bring to the table that general nonprofit accountants don't:

HOSA CMS Reconciliation

HOSA's membership management system tracks dues and registrations at the chapter level. We reconcile CMS records against your bank deposits and QuickBooks file — so you always know what's been collected, what's outstanding, and where discrepancies are.

Multi-Conference Financial Management

FLC, State Leadership Conference, and ILC each have distinct revenue and expense cycles. We manage invoicing and reconciliation for each event separately so you have clean per-conference P&Ls — useful for budgeting and board reporting.

July 1 Fiscal Year Expertise

HOSA state associations typically run July 1 – June 30. We're built around this calendar — your year-end close, 990 preparation, and budget planning all happen on your schedule, not a calendar-year template.

State Education Grant Compliance

Many HOSA state associations receive Perkins or state health education grant funding. We track restricted funds separately, maintain documentation for compliance reporting, and ensure grant spending is categorized correctly on your 990.

Leadership Transition Continuity

State adviser and leadership changes are common in HOSA. We provide continuity — the financial history, processes, and records stay intact when your team turns over. New leadership gets onboarded to current financials immediately.

One All-Inclusive Monthly Retainer

No tiers, no add-ons. Every HOSA state association gets the full suite of services in a single monthly retainer, priced based on your state's membership size and conference load.

What HOSA Leaders Are Saying

Blackpoint has brought us into the 21st century with their accounting services. Integrity, efficiency, and dedication are the qualities they bring to their customers. They're quick to respond, proactive in solving problems, and always willing to go the extra mile. It is a joy to have them on our team — they've truly become a trusted partner to Cal-HOSA.

Kathy Ruble COO, California HOSA
HOSA

Common Questions from HOSA State Associations

Blackpoint CPA has been reviewed and approved by the HOSA, Inc. Board of Directors as a vendor for accounting services. We are the only accounting firm to hold this designation, which reflects both our specialization in HOSA accounting and our established track record working with state associations.

Yes. We work with HOSA state associations ranging from smaller states with a few hundred members to large state chapters like California HOSA with over 12,000 members. Our retainer is priced based on your chapter's volume, so you're only paying for the scope of work that applies to you.

Yes — and this is one of our core strengths. We issue invoices to local chapters, track payments as they come in, follow up on outstanding balances, and reconcile everything at the close of each conference. We maintain per-conference P&Ls so you always know exactly where you stand financially on each event.

Yes. We reconcile between HOSA CMS and QuickBooks Online regularly to ensure your financial records match your membership system. This is critical for accurate dues tracking and for keeping your accounts receivable clean.

Absolutely — this is one of the most common situations we step into. We'll assess the current state of your books, develop a cleanup plan, get everything reconciled and current, and then establish proper ongoing processes. Most catchup engagements can be completed within 30–60 days.

Yes. We prepare and file the Form 990 for our HOSA clients, including all required schedules. Because we maintain your books throughout the year, the 990 preparation process is clean and efficient — not a stressful last-minute reconstruction.

We Work With All Major CTSOs

Ready to work with the only HOSA Board-approved accounting firm?

Book a free consultation — we'll scope your engagement and send a custom quote within 24 hours.