TOP 6 REASONS TO OUTSOURCE ACCOUNTING
Whether you need an ongoing outsourcing solution or interim assistance, Tate & Tryon Outsourced Accounting Services delivers a cost-effective, seamless solution that combines expert people, efficient processes, and innovative technologies.
You’ll enjoy lower stress, be better able to manage risk and can enjoy the confidence of finance staff continuity and a smooth audit.
Our nonprofit specialization gives our clients the benefit of working with professionals who are well-versed in nonprofit operations. Unlike many outsource providers, CPAs must pass a rigorous examination, meet experience requirements, maintain extensive continuing education, and the Firm must enroll in a peer review program.
Your valuable time can be used to better your organization through outsourcing accounting operations.
Financial dashboards that help your organization make better, informed decisions.
Access to leading cloud based technology that can be accessed anywhere — without tying up IT resources.
You save money on employee wages and benefits. You also save on lost productivity cost. When outsourcing accounting, you only pay for what you need – nothing more, nothing less.
Outsourced Accounting Services
“Tate & Tryon has been an excellent extension of the AG Bell staff for many years. Their role was critical while we operated with an interim CEO and in my on-boarding process two years ago. In addition to consistently handling the core accounting, producing timely, accurate and meaningful financial information, they were and remain a trusted advisor: leading our financial planning, providing financial insight to our senior management, finance committee and board of directors.”
Emilio Alonso-Mendoza, CEO
Alexander Graham Bell Association for the Deaf & Hard of Hearing (AG Bell)
“Tate & Tryon has had a significant impact on our organization. Through our outsourcing arrangement, the performance of our finance function has improved dramatically. Financial reporting is now timely and accurate. Business processes have been streamlined, including vendor payments through Bill.com. Member payments and demographic information is processed quickly and accurately. They have provided us with an excellent finance function with which to run our business.”
Karen Silberman, Executive Vice President & CEO
Federal Bar Association
Tate & Tryon has always proved to be accurate and timely. Their team is always responsive to any inquiries and they have provided their services very efficiently. Their knowledge of nonprofit related issues has been valuable on several occasions when we have had certain issues arise. In addition, they strive to be part of the internal team vs just an external contractor.
I would recommend Tate & Tryon to any nonprofit who is looking to outsource their accounting services. You not only get accounting and CFO support, but you also have the backing of a firm who specializes in nonprofits and thus can answer pretty much any concerns you may have that are tax and audit related.”
Tracy Mawyer, CFO & Vice President of Human Resources
Association for Advanced Life Underwriting
“We are a virtual organization run by volunteers located both domestically and internationally. We wanted to minimize the hours we spend doing daily tasks while still being able to run our business. Outsourcing with Tate & Tryon has allowed that to happen. We benefit from their wealth of nonprofit expertise and the online management reporting they provide.
Dan Youngblood, VP of Finance, Treasurer
Higher Education User Group
“We have nothing but positive things to say about Tate & Tryon! They fully manage our accounting functions. This has allowed us to concentrate on our core mission and allows us to work as efficiently as possible while giving us the financial insight we need to confidently manage our organization.”
John Kelly, President, and Lorraine Hurlbutt, Director
“As a small nonprofit I have found T&T’s outsourcing services to be invaluable. I really appreciate that T&T understands the world of small nonprofits and is able to work with our limited resources and still provide solutions that are efficient and reasonable for our operations. I am comfortable knowing I have them to handle the finances and my team can concentrate on our core programs and initiatives.”
Laura Levine, President and CEO
“Tate & Tryon has been faithfully serving NAILBA for over 10 years. We consider them to truly be an extension of our own staff. They are responsive at any and all levels, and are always willing to answer questions or provide additional information. The Tate & Tryon folks are always personable and professional.”
Jack Chiasson, CAE, Chief Executive Officer
National Association of Independent Life Brokerage Agencies
“Tate & Tryon has been a great asset to our organization. We have absolute confidence in the Partner’s judgment and professionalism and we work with Tate & Tryon primarily because of her and her staff.
They provide expert advice on accounting and other financial matters. They are a pleasure to work with and are always flexible and accommodating. We truly value their advice and insight.”
Maria Soto, Senior Vice President of Operations
National Legal Aid & Defender Association (NLADA)
“As RAD-AID continues to grow in size, it is very important for our accounting processes to be efficient and financial information timely. We are now able to better evaluate our success in the regions that we support in terms of both dollar allocation and volunteer hours spent providing critical radiology services to underserved populations.”
Daniel J. Mollura, MD, President and Chief Executive Officer
“Working with Tate & Tryon is one of the best investments that SSH has made. Yes, its outsourcing, but I really see it as an extension of our staff. Alone, we could not manage the work that they do. Their nonprofit expertise helps board members collaborate on future strategies. As an extra bonus, it relieves the burden on our internal senior leadership.”
Jenn Manos, RN, MSN, MBA, Executive Director
Society for Simulation in Healthcare
INSIGHTS & RESOURCES
We’re here, so you can take care of what matters, while we take care of what counts.
Tate & Tryon – CPAs exclusively serving nonprofits
Case Study: How Tate & Tryon improved RAD-AID’s GuideStar Financial Transparency Rating from a Bronze Star to a Gold Star
Case Studies — 09/19/2017
Since its inception, RAD-AID International has expanded to more than 6,100 volunteers in 20 countries. Management desired real-time and meaningful programmatic and geographic data to monitor outcomes, allocate resources, and plan for continued growth. Another operational imperative was a more efficient cloud-based volunteer expense reporting and reimbursement system. RAD-AID needed a partner with a […]
Case Studies — 09/19/2017
The Higher Education User Group (HEUG) began in 2001 with just eight Oracle users that wanted to collaborate and facilitate the sharing of ideas, information, and experiences among users of Oracle application software. Today HEUG boasts over 23,000 users from over 900 campuses and 34 countries. But with that kind of massive growth, HUEG […]
Case Studies — 09/19/2017
The Society for Simulation in Healthcare (SSH) was established in 2004. Their mission; to improve performance and reduce errors in patient care using simulation. SSH serves over 3,200 clinicians, physicians, nurses, researchers, educators, and developers around the world. Collaboration with staff members in numerous locations was a challenge and providing accurate and timely management […]
Audit & Assurance — 05/01/2012
Nonprofit Dashboards and KPIs
Beautiful graphics and key performance indicators (KPIs) have a powerful way of telling the story and results of your nonprofit’s work. Take it up a notch in the delivery of insights to your nonprofit board members and executive team, and bring meaning to the numbers through Nonprofit Dashboards and KPIs.
Develop Meaningful Dashboards
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.