We offer a full range of accounting, auditing, advisory and tax services.

We understand the unique opportunities and challenges for non-profit organizations and are experts in navigating the complex set of rules, regulations and requirements necessary to ensure an organization’s success.

Our goal is to be your financial partner, an extension of your team and a stakeholder when it comes to achieving your institution’s mission and objectives. We employ state-of-the art cloud based accounting systems and reporting services that allow for the easy and secure interchange of data, so that teams can collaborate together in real-time, no matter where they are in the world.

Financial Management Services

GENERAL

Planning & Budget Development Support
Reporting & Analysis
Grants & Contracts Management
Scenario Modeling
Audit Support
Accounts Payable Support
Accounts Receivable Support
Financial Forecasting
Cash Flow Management
Financial Statement Preparation
Compliance and Governance

Audit & Assurance

GENERAL

Agreed-Upon Procedures
Financial Statement Audit (under GAS and GAGAS)
Employee Benefit Plan Audit
Reviews & Compilations
Program specific audits
Single Audits
Contract compliance audits
Cost certification for low-income housing tax credit (LIHTC) projects
10% Carryover allocations
Bond financing 95-5 test and 50% test
Indirect cost rate certification
Certification of the CFR (Consolidated Fiscal Report)
HUD REAC filing

Tax

CFO / EXECUTIVE MANAGEMENT

Strategic Advisory
Customized Insights
Organizational Growth Support
Value Creation
Reporting Efficiency
Analytical Tools Utilization
Success Pathway Support

STRATEGY

Strategic Planning, Mission and Vision Statements
Board development and engagement
Board Composition and Succession Planning
Risk management

ADVISORY

Review and assessment of fiscal department and financial reporting
Internal control assessment and enhancement
Grant compliance
Regulatory compliance
Board and audit committee advisory services
Internal audit
Draft accounting manuals and procedures
Educational webinars/seminars
Lease Accounting
Implementation of new Accounting Standards
Governance training and policy development

ADVISORY

Tax Exemption Advisory
UBIT (Unrelated Business Income Tax) Strategies
International Tax Considerations for Nonprofits

Advisory

GROWTH

Strategic Growth Planning
Operational Excellence
Performance Enhancement
Financial Sustainability planning
Process and Technology Optimization

TECHNOLOGY

Cost Reduction through Technology
Value Enhancement with Modern Tech
Efficiency Drives
Performance Boosting Technologies
Employee and Customer Engagement
Value-Driven Transformation
Strategic Technology Innovation
Expertise in Data, Cloud, and Automation
Partnership-Driven Solutions

GENERAL

Tax/Annual returns filings - Form 990, 990PF, 1120, 1065 and CHAR500.
Unrelated business income tax forms – Form 990-T, CT-13
Exempt applications
State registrations
Representation before the IRS or state tax authorities
NFP Tax compliance

Receive a free service consultation.

For 35 years, our focus has been on non-profits, ensuring clients get highly-experienced experts that support your mission.

Community

Community organizations require an individualized approach to accounting, as well as local expertise related to accounting regulations, funding opportunities and available resources.

Healthcare & Medical

Healthcare and Medical institutions are often complex organizations that necessitate concurring management of service transactions, donations and funding to ensure their success.

Arts & Culture

Arts and cultural institutions can require a complex understanding of internal finances and funding, as well as structuring and managing everything from ticket sales to retail transactions, supported by appropriate software.

Education & Schools

Educational organizations and schools demand a layered approach to accounting, across a wide array of activities from tuition, service transactions, alumni donors, asset management and more.

NGOs

Non-Governmental Organziations (NGOs) are key to expanding or supporting on-the-ground initiatives in communities that need services and entails a global understanding of accounting standards and management.

Social Services

Social Services organizations are an important part of expanding the safety net for vulnerable members in the community and requires a nuanced understanding of government regulations and resources.

Religious

Religious organizations necessitate the ability to manage finance and budgets at a local, regional, national and international level, in addition to an unique understand of reporting requirements.