Not For Profits

Assurance Services

Our assurance services offer thorough evaluations and insights, ensuring accuracy and compliance in your organization’s financial reporting.

• Audits
  We conduct meticulous audits to ensure your financial statements are accurate and compliant with standards specific to not-for-profits. This provides clarity and confidence in your financial health.
  • Yellow Book Audits
    Specialized Yellow Book audits ensure compliance with governmental standards and provide enhanced transparency and accountability for your not-for-profit organization.
• Examinations
  Our examination services offer a detailed analysis and verification of specific financial information. This service provides a higher level of assurance than traditional audits, ensuring the reliability of your organization’s reports on aspects like sustainability, privacy controls, and more. It’s perfect for nonprofits needing precise and assured insights into their financial data.
• Reviews
  Review services are designed to give you a moderate level of assurance on your financial statements. By conducting detailed evaluations and providing insights on any necessary adjustments, we help you present accurate and reliable financial information to stakeholders, such as banks or potential investors.

Non-assurance Services

Our non-assurance services offer expertly prepared financial statements and tailored procedures to ensure accurate, organized financial data without the need for an audit or review.

• Compilations
  With our compilation services, we assist you in presenting your nonprofit’s financial information clearly and accurately. While this service does not include an audit or review, it ensures your financial data is organized and ready for use, maintaining compliance with reporting standards.
• Agreed-upon Procedures
  Tailored to meet specific client needs, our agreed-upon procedures engagement involves executing procedures agreed upon by you and our experts. This service provides targeted insights and reports based on your unique requirements, without expressing an opinion on the subject matter.

Tax Return Preparation

Specializing in proficiently preparing Form 990, 990PF, and our expert team ensures that filings are accurate, timely, and compliant with all IRS and state requirements. Understanding the unique tax challenges faced by nonprofits, we provide detailed guidance to help maintain tax-exempt status. By handling all aspects of Form 990 preparation, we enable organizations to focus on their mission while ensuring financial transparency and accountability.

Representation & Advocacy

Navigating interactions with federal, state, or local taxing authorities can be daunting for not-for-profits. We provide expert representation and advocacy, acting as your steadfast ally in all tax-related matters. Our team is dedicated to protecting your organization’s interests, ensuring that your voice is heard, and your rights are preserved during tax disputes. By leveraging our extensive knowledge and experience in nonprofit taxation, we work diligently to minimize your tax obligations and resolve any issues with taxing authorities efficiently and favorably.

Payroll Tax Filings

Managing payroll taxes for nonprofits can be complex, requiring up-to-date knowledge of regulations and meticulous attention to detail. We provide comprehensive payroll tax services to ensure accurate calculation, timely filing, and full compliance with federal, state, and local tax laws. By streamlining your payroll processes, we help minimize errors and reduce the administrative burden, allowing you to focus more on fulfilling your mission.

• Quarterly Payroll Filings
  Quarterly payroll filings are crucial for maintaining compliance with both state and federal regulations. Our services include meticulous preparation and submission of all necessary quarterly documents, ensuring that your organization meets all legal requirements and avoids potential penalties.
• Annual Payroll Filings
  Annual payroll filings consolidate your yearly employment tax records and are essential for compliance and end-of-year reconciliation. Alongside that, we manage the precise preparation and timely distribution of W2 and 1099 forms to all employees and contractors. Our meticulous approach ensures that every detail is accurately reported and compliant with current tax laws, facilitating a smooth year-end process for your organization.

Entity Formation & Selection

Starting a new nonprofit or considering a structural change? Guidance in selecting the optimal entity type aligns with organizational goals and maximizes benefits. For existing organizations, expert analysis of the implications of changing entity types ensures strategic and beneficial transitions.

Compliance and Registration

Assistance with identifying and fulfilling Federal, State, and Local registration and tax filing requirements. Ensuring complete, accurate, and timely filings helps nonprofits stay compliant with all regulatory obligations.

Internal Control Solutions

Effective internal controls safeguard assets and enhance financial reporting accuracy. Evaluating current systems, identifying issues, and designing tailored solutions mitigate risks and improve operational efficiency for nonprofits.

• Litigation Services
  We provide litigation support, equipping attorneys with the necessary guidance and tools for compelling case presentations. Our team of specialized accounting and forensic experts delivers well-supported, evidence-based information crucial for building credible legal cases.
• Expert Witness Testimony
  We offer expert witness testimony, providing credible, authoritative insights in legal proceedings. Our professionals present complex financial data in a clear and understandable manner, aiding courts and juries in making informed decisions.
• Certified Fraud Examination
  Our certified fraud examination services help not for profits identify and address fraudulent activities. We conduct thorough investigations to uncover hidden schemes, protect assets, and ensure the integrity of financial operations.
• Forensic Accounting
  Forensic accounting is pivotal for not for profits facing financial discrepancies or legal issues. Our forensic accountants meticulously analyze financial records to uncover misrepresentations, ensuring transparency and accountability.

Data Analytics

Leveraging data propels nonprofit initiatives forward. Advanced data models and analysis drive growth and provide insights into performance, helping understand factors influencing success or challenges.

Bookkeeping

Efficient bookkeeping is essential for maintaining accurate financial records and ensuring compliance with regulatory requirements. Our bookkeeping services cater to businesses of all sizes, offering tailored solutions that keep your financials orderly and up to date, enabling better decision-making and streamlined operations.

Payroll

Simplify your payroll processing with our reliable and timely payroll services, ensuring employees are paid accurately and on time. We handle all payroll tasks, including tax filings, to reduce the administrative burden.

Accounting Systems Selection & Configuration

Selecting and configuring the correct accounting system is crucial for accurate and efficient financial reporting. We will help you select and refine these systems, ensuring smooth operations and reliability in your financial processes going forward.

Fractional CFO Services

Our Fractional CFO services provide businesses with executive-level financial expertise without full-time expense. This service is ideal for small to mid-sized companies needing strategic financial guidance, budget management, and growth planning to navigate complex business environments successfully.

Accounts Payable

Ensure timely and accurate payment of your bills with our accounts payable services. We manage your vendor relationships and streamline your payment processes to improve cash flow and efficiency.

Accounts Receivable

Improve your cash flow by ensuring timely collection of outstanding invoices with our accounts receivable services. We handle all aspects of the invoicing and collection process to ensure you get paid promptly.

Financial Reporting

Get clear, insightful financial reports that help you make informed decisions. Our detailed financial reporting services provide you with an accurate picture of your Not for profit’s financial health.