Acting as a part of your organization’s ongoing, 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
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