Whether your nonprofit organization is focused on improving public healthcare, providing human services, promoting educational literacy, or another noble cause, the primary goal is to positively impact the communities it serves. However, navigating financial management, reporting, and regulatory hurdles while operating on a lean budget with limited resources can hinder some nonprofits from fulfilling their mission. It is essential to have a knowledgeable team that can analyze your financial information, develop tax-efficient strategies, and provide valuable insights so you can make informed business decisions.
Are you forming a nonprofit organization and need assistance filing for tax-exempt status? Would you like help preparing and filing your Form 990? Is your nonprofit considering a merger with another organization? Do you want to be financially prepared for the future so you can continue pursuing your mission and attract new donors?
Our accounting and assurance professionals have a deep understanding and numerous years of experience serving a diverse range of organizations, including those with estate gift and illiquid assets, investments, endowments, and agency transactions. Whether you need assistance maintaining tax-exempt status, fulfilling reporting obligations and compliance, or demonstrating fiscal responsibility for board members and donors, we can help your organization thrive.
Who we serve
- Arts and culture organizations
- Business leagues and trade associations
- Civic organizations
- Community welfare organizations
- Country clubs and homeowner associations
- Educational and research foundations
- Family and children’s services
- Hospitals and healthcare organizations
- Human needs organizations
- Public charities
- Philanthropic and private foundations
- Social services associations
Services we offer
- Accounting for joint costs
- Audits, reviews, and compilations
- Benchmarking
- Board education and training
- Bookkeeping
- Charitable gift and estate planning
- Cybersecurity
- Employee benefit plan audits
- Fraud assessments
- Mergers, acquisitions, and reorganization
- Payroll
- Preparation of exempt organization returns
- Staffing referrals and resources
- Tax-exempt organization restructuring
- Transactions with related parties
- Unrelated business income and taxable subsidiary consulting
