Our team helps not-for-profit organizations handle complex financial circumstances with ease.

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 CEOs, CFOs, 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. Our not-for-profit and governmental practice is one of the firm’s largest, making up 33% of the firm’s annual revenue, which allows us to have a large range of services available to our clients.

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 promptly. Our audit approach emphasizes close coordination and control by our management team to understand our clients’ operations and communicate with management regularly.

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

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.