Acting as a part of your organization’s on-going, year-round advisory team, we offer ideas to help the business of your not-for-profit be more successful. We know your organization must run lean and strong to continue to support your cause. Our sizable team of professionals work with housing, community improvement groups, membership associations, social services, foundations, endowments and schools. All of our team receive ongoing training and meet the educational standards set by respective state accountancy boards and the U.S. Government Accountability Office (GAO). 


We offer a range of compliance and consulting services to not-for-profits, including: 

  • Financial statement audits, reviews, compilations and other attest services, including Uniform Guidance and Yellow Book
  • Tax compliance and planning, including Form 990s
  • Accounting department and records management
  • Employee benefit plan audits
  • Cost allocation plans
  • General tax consulting
  • Financial oversight of the board
  • Comprehensive merger and acquisition assistance
  • Internal control consulting/fraud investigations
  • For-profit entity consulting and tax advice
  • Members’ needs assessments
  • Financing assistance