Business Details
49 Years
experience
Your Trusted Kansas City Accounting Partner
Founded in 1977, Novak Birks has built a legacy of excellence in accounting and auditing services across the Greater Kansas City area. Our team of 17 professionals, including 11 certified public accountants, delivers tailored solutions for businesses, nonprofits, governmental entities, and employee benefit plans. With decades of combined experience, we specialize in audits, tax planning, bookkeeping, and QuickBooks consulting, leveraging cutting-edge technology to ensure accuracy and efficiency. Our commitment to integrity and client-centric service has earned us long-term partnerships with organizations ranging from small businesses to large governmental bodies.We prioritize proactive strategies to reduce tax liabilities, enhance financial reporting credibility, and provide actionable insights for growth. Recognized for our expertise in complex audits and compliance, we maintain rigorous quality controls and continuous professional development. Our regional focus ensures personalized attention while maintaining national standards of excellence. Clients trust us for our transparency, responsiveness, and ability to navigate regulatory challenges. From payroll services to estate planning, we offer comprehensive financial solutions designed to create lasting value for individuals and organizations alike.
Services
Audit Services
Tax Planning
Bookkeeping
Payroll Services
QuickBooks Consulting
Employee Benefit Plans
Nonprofit Accounting
Government Audits
Estate Planning
Tax Representation
Details
- Year established: 1977
Highlights and features
- We offer 45+ years of experience in accounting and auditing services
- Our team includes 11 certified public accountants with industry-specific expertise
- We provide tailored solutions for complex employee benefit plan audits
- Our proprietary quality control systems ensure audit accuracy and compliance
- We combine regional focus with national accounting standards
What people say
Helpful, responsive and professional
Quality audit services
Proactive recommendations
Deep expertise
Trustworthy advisors
Services
Audit Services
Our audit services provide independent assessments of financial statements and compliance for businesses, nonprofits, and governmental entities. We specialize in employee benefit plan audits, single audits, and compliance examinations using risk-based methodologies tailored to each client's industry. Our team ensures adherence to GAAS and regulatory requirements while delivering actionable insights for operational improvements.
Tax Planning
We offer comprehensive tax planning and compliance services for individuals and businesses. Our approach focuses on minimizing tax liabilities through strategic entity selection, year-round monitoring, and leveraging available credits and incentives. We also provide representation before tax authorities and specialized services for nonprofit organizations and estate planning.
Bookkeeping
Our bookkeeping services maintain accurate financial records through systematic transaction recording and management reporting. We handle accounts payable/receivable, payroll processing, and financial statement preparation while implementing technology solutions like QuickBooks to enhance efficiency and provide real-time financial visibility for business decision-making.
Employee Benefit Plans
We specialize in employee benefit plan audits and administration for pension, 401(k), and health and welfare plans. Our services include Form 5500 preparation, compliance testing, and third-party administration. With 30+ years of experience, we help organizations navigate complex regulatory requirements while ensuring plan effectiveness and participant satisfaction.
Nonprofit Accounting
Our nonprofit services address unique financial needs through Form 990 preparation, grant compliance audits, and specialized accounting. We understand sector-specific challenges including donor restrictions, program reporting, and governance requirements. Our team helps organizations maintain tax-exempt status while optimizing financial operations and transparency.
People
Richard Birks
Partner
Partner with 30+ years of expertise in governmental and nonprofit accounting. Serves as firm's quality control partner and oversees peer review program. Active in civic organizations and holds leadership roles in professional accounting societies.
Keith Novak
Partner
Partner specializing in employee benefit plan audits with 20+ years of experience. Provides regulatory compliance guidance for pension and health plans. Holds leadership roles in AICPA and employee benefit plan audit quality centers.
William J. Miller
Partner
Partner with expertise in public accounting and civic leadership. Former government official with experience in economic development and nonprofit governance. Licensed in Kansas and Missouri with focus on community development initiatives.
Elizabeth Liddle
Staff Accountant
CPA with 20+ years of nonprofit accounting experience. Specializes in Form 990 preparation and audits for charitable organizations. Member of AICPA and state accounting societies with expertise in nonprofit regulatory compliance.
Devin McKeon
Staff Accountant
Staff accountant with experience in audits and tax services for labor organizations and construction firms. CPA candidate with focus on employee benefit plans and nonprofit accounting. Serves clients from Novak Birks' Kansas City office.
Questions
What accounting services does Novak Birks offer?
We provide audits, reviews, compilations, payroll services, bookkeeping, QuickBooks consulting, and tax planning for businesses, nonprofits, and governmental entities.
Do you specialize in employee benefit plan audits?
Yes, we've provided employee benefit plan audit services for over 30 years with a specialized team handling pension, 401(k), and health and welfare plans.
What areas do you serve?
We serve clients in Kansas City, Lenexa, Independence, and surrounding areas in Missouri and Kansas with local expertise and regional coverage.
Are you experienced with nonprofit organizations?
Yes, we have extensive experience with nonprofits including Form 990 preparation, audits, and compliance with grant requirements and tax-exempt regulations.
