Not-for-Profit Organizations today face unique business and financial challenges.  From declining federal and state grant funding to increased oversight from regulatory and tax authorities, including greater compliance requirements, effectively managing a not-for-profit is more complex than ever before.

Financial Assurance

• Financial Statement Audits; Single and Grant
• Quarterly/Monthly Reviews and Compilations
• Performance Audits
• Budget Review and Development
• Agreed Upon Procedures
• Internal Control Reviews

Tax Services

• Tax Preparation, Filings and Registrations including: Federal Forms 990, 990-T, 990-PF;
• Tax compliance including IRS and state audit examination representation
• 1023 Application for Recognition of Exemption for new organizations
• State Charity Registration and Annual Filings 
• Unrelated Business Income Analysis
• Intermediate Sanctions/Compensation

Consulting Services

• Outsourced accounting services
• Accounting system implementation
• QuickBooks and Intacct services
• Accounting business process review 
• Accounting policies and procedures 
• Information Technology/Computer consulting 
• Human Resources- operational processes, recruitment efforts and compliance with employment laws

Types of Not For Profit Clients We Serve

• Private Foundations
• Performing Arts Centers
• Museums
• Healthcare Entities, such as:
  • Healthcare Centers
  • Mental Health Centers
  • Hospices
• Organ, Tissue and Blood Donation Centers
• Private Educational Institutions
• Social Welfare Organizations
• Professional Associations
• Housing