Not-For-Profit

Not-For-Profit

We understand the “business” end of your not-for-profit organization.  Our partners have served on numerous boards of not-for-profit entities.  We have also directed internal business operations for a variety of not-for-profits. Our experience varies from religious organizations through health management organizations (HMO’s) and governmental authorities. We have developed internal control procedures, established charitable giving programs and created sophisticated financial analysis procedures to measure performance. Let us assist you in growing your not-for-profit “business”.

Below is a list of services that we can provide.

Assurance Services

  • Financial statement audits
  • Single audits (OMB) Circular A-133
  • Benefit plan audits
  • Financial statement reviews
  • Agreed-upon procedures
  • Performance audits
  • Attestation engagements

Business Consulting

  • Accounting system setup
  • Budgets and cash flow projections
  • Business and strategic planning
  • Evaluation of internal accounting control systems
  • System reviews
  • Operations consulting
  • Pension planning
  • Contribution management
  • Charitable remainder trusts

Tax Services

  • IRS Form 990 preparation and review
  • Unrelated business income tax
  • State excise taxes
  • Property tax exemptions
  • State sales tax issues

Websites that may be helpful to your organization: