Not-For-Profit

Operating a successful not-for-profit takes tremendous work, meaning sometimes you don’t always have the time for strategic planning or improving organizational processes and procedures. Our team of not-for-profit experts work with your organization’s leaders and Board of Directors to provide advisory services that include budget analysis, expense allocation calculations, outsourced accounting, internal control assessment and grant application consulting.

Financial oversight is important for internal and external stakeholders, but the process can be time-consuming. A well-prepared financial statement demonstrates where cash and resources are being used and how internal controls and processes are working together efficiently and effectively. We provide a full range of assurance services for not-for-profits, whether you require a full scope audit or organized financials compliant with GAAP standards. We also provide employee benefit plan audits for 403(b) and other not-for-profit retirement plans.

We advise not-for-profits on a range of specialty consulting issues to help you grow your entity’s reach and impact for the future. We work with Boards of Directors and management on governance issues, like establishing policies and operational procedures, and we consult on a range of specialty issues such as tax structure selection, obtaining or restoring tax-exempt status, strategic growth and addressing risks.

Even as a tax-exempt organization, some donations, grants and other revenue streams for not-for-profits are still taxable. Our comprehensive tax planning services spans the range of basic compliance, like annual tax return preparation and Form 990 filing, to strategic consulting, such as unrelated business income tax planning (UBIT).