WITH OUR THOROUGH UNDERSTANDING OF NON-PROFITS’ UNIQUE CHALLENGES, WE CAN HELP YOUR ORGANIZATION ATTAIN FINANCIAL STABILITY AND THRIVE THROUGH EVEN THE MOST TROUBLING TIMES. WHETHER IT’S FINANCIAL REPORTING AND CASH FLOW PROJECTIONS OR AUDIT AND TAX COMPLIANCE, OUR TEAM WILL FACILITATE THOSE PROCESSES SO YOU CAN REMAIN FOCUSED ON YOUR MISSION.
Audit
- Financial statements audit
- OMB Uniform Guidance audit (formerly Circular A-133)
- Special purpose audits (e.g. internal controls, grant and fraud audits)
- Employee benefit plans
Tax
- Form 990 – Return of Organization Exempt From Income Tax
- Form 990-T – Unrelated Business Income Tax Return
- Form 990-PF – Return of Private Foundation
- State required tax returns
Accounting and Financial Support Services
- Financial processes and internal controls
- Financials statements preparation
- Transition accounting staffing
- Accounting personnel training
Enterprise Risk Management
- Internal audit services
- Internal control consulting
- Financial forecasting
Management Consulting
- Corporate governance
- Operational efficiency
- Enhancement of financial reporting
- Dashboard formulation
Tax Exempt Status
- Formation filings
- Application requirements
- 501(c)(3) status
- Sales tax exemption