We provide reliable, objective, and cost-effective expertise and support across all areas of your financial operation. Our extensive experience and keen understanding of the key issues facing nonprofit organizations helps drive your success.
Tate & Tryon will help optimize your resources, increase efficiencies, enhance governance, stay ahead of rapidly changing technologies, and improve your organization’s overall performance. Our objective and knowledgeable advice empowers your management team with the insight needed to make all-important business decisions.
Tate & Tryon’s advisory services offer assistance in the following areas:
INSIGHTS & RESOURCES
We’re here, so that you can take care of what matters, while we take care of what counts.
We are Tate & Tryon; CPAs exclusively serving nonprofits worldwide with insights that count.
Advisory Services — 09/19/2017
A $100-million-dollar nonprofit accumulated a liquid reserve of $120 million, and The Board was at odds as to what their next steps should be. Some believed the reserve was excessive and were concerned about potential IRS problems, negative ratings by watchdog groups, and constituent perceptions about a large war chest. Others expressed concerns about […]
The Importance of Effective Financial Governance and Internal Controls in the Wake of Reported Embezzlements at Prominent Nonprofits
Internal Control — 12/18/2013
The Washington Post recently reported that an administrative assistant admitted to stealing more than $5 million from the Association of American Medical Colleges (AAMC) in one of the largest embezzlement schemes at a Washington area nonprofit organization. AAMC said it would “apply the lessons we have learned from this experience, as well as share them […]
This tool contains sample elements that can be used in the creation of a document retention and destruction policy.
A sample self-assessment tool for nonprofit audit committee members to evaluate the effectiveness of the audit committee.
This sample Audit Committee Charter is intended to assist nonprofit audit committees in developing their own organization-specific charter.