Nationally Recognized for Excellence with Nonprofits

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Services
Outsourcing  
Advisory Services
Audit & Assurance
Tax
Technology

Services

Our broad base of experience serving the nonprofit sector enables us to offer a full range of services to meet the needs of nonprofit organizations.

Our core services are listed below.

Outsourcing
  • CFO services
  • Month-end close
  • Technology driven transaction processing
  • Grant reporting and compliance
  • Audit preparation and facilitation
  • Human resources
  • Member/donor database support 
 
Advisory Services
  • Value from IT
  • Efficient Accounting Operations
  • Operational efficiency
  • Effective Risk Management
  • Turning data into information

 

Audit & Assurance
  • Audits, reviews and compilation of financial statements
  • Internal control system enhancement, documentation, and reporting
  • Audits required under OMB A-133
  • Cost allocation development and reviews (including compliance with OMB A-122)
  • Reporting required by contractual agreements
  • Qualified and Nonqualified employee benefit plan audits
  • Surveys and ballot counts
Tax
  • Form 990 preparation
  • Federal and state tax compliance services
  • Unrelated business income tax issues, including appropriate expense allocations
  • Maximizing usefulness of related entities and taxable subsidiaries
  • Compensation and benefits analysis
  • Intermediate sanctions safe harbor analysis
  • Lobbying and political activity analysis
  • FIN 48 consulting issues
Technology
  • Implementation, training, and support of Microsoft Dynamics GP accounting system
  • Financial Reporting and collaborative budgeting software applications such as XL Reporter, FRx and Forecaster, and Full Circle Budget
  • Interactive dashboards and customized reporting tools
  • Business solutions for Financial Management, HR and Payroll, and Manufacturing