You are driven by your passion for helping others, a passion and a dedication that empowers you to overcome the challenges of often having too few resources and not enough time. Many of our professionals are board and committee members for local nonprofit organizations and have first-hand understanding of the daily challenges you face. We take the time to work closely with your staff and listen to their concerns, allowing us to provide the resources, financial insights, and management tools that empower you to meet your organization’s goals. Our accounting, auditing, tax, and management consulting services are designed to save you time, help you demonstrate fiscal management to your funding sources and improve the overall operation of your organization.
Our Nonprofit Services Include:
Accounting, Auditing & Tax Services
- Annual audits, reviews, and compilations of your financial statements, including single audits performed in accordance with the Uniform Guidance (formerly OMB Circular A-133)
- Fraud factor identification and analysis of risk level
- Internal control system improvement recommendations
- Assistance applying Accounting Principles Generally Accepted in the United States of America (GAAP)
- 403(b) benefit plan audits
- Form 990 or 990T preparation
- Tax-exempt status application assistance
- Excise tax planning
- Agreed-upon procedures reporting, designed based on your needs
- Bookkeeping and financial reporting assistance
Advisory Services
- Financial training for staff and board members
- Strategic planning and development of performance measurement systems
- Monthly budget preparation and cash flow projection consulting
- Unrelated business income tax planning and consulting
- Nonprofit succession planning
- Executive search assistance
- Asset allocation analyses and return on investment computations
- Guidance in restructuring of financials to maximize the score provided by charity evaluators
(e.g., Charity Navigator) - QuickBooks consulting
IT Services
- IT staffing services
- Remote systems support and monitoring
- IT assessments and review
- Internal network security audits
Industry Involvement
Our firm is a member of the following;
