You can count on understanding of the Not-for-Profit industry.
We realize that executives managing not-for-profit organizations are being challenged by increasingly complex circumstances and requirements. Our years of experience working with and serving a variety of CEO’s, CFO’s, Legislative Directors, Foundation Presidents, Board members, and other not-for-profit executives have provided us with a unique insight into the trends, successes and pitfalls of the not-for-profit industry.
We currently serve:
6 Large Local Governments
13 State Agencies
16 Quasi-Governmental Organizations
29 Trade Associations
51 Charitable Organizations
You can count on experience.
Our goal is to provide high quality, cost-effective tax, audit, accounting, and business consulting services to the not-for-profit industry. We believe a full-service approach to businesses extends beyond providing assurance services in a timely manner. Our audit approach emphasizes close coordination and control by our management team to understand our clients’ operations and communicate with management on a regular basis.
Not-for-Profit Services include:
- Annual Financial Audits
- Compliance Audits
- Cost Allocation Plans
- Financial & Technical Training
- IT Consulting
- Operational Reviews
- Agreed-Upon Procedures
- Internal Control Reviews
- Employee Benefit Plan Administration & Audits
- Compensation Studies
- Board & Audit Committee Training
- Forensic Accounting & Fraud Check-ups
- Tax Consulting & Check-ups
- Strategic Planning
You can count on synergy between our tax and audit teams.
We understand the frustration with repetitive questions asked from both the tax and audit teams, so our teams work synergistically to communicate issues that each will face. It is not uncommon to find our tax team members in the field with our auditors to ensure we’re catching relevant tax issues during the audit process.
You can count on proficiency.
Our not-for-profit and governmental practice is one of the firm’s largest making up 33% of the firm’s annual revenue.