Solutions for Not-for-Profits
For not-for-profit organizations seeking guidance in areas such as process improvement, strategic planning, new compliance requirements or in response to new situations.
Learn more about business advisory and consulting services for nonprofits.
To describe a nonprofit’s financial health, management teams, boards and other stakeholders need financial statement audits.
Services include providing insight into the accuracy and validity of your nonprofit’s accounting and financial information to discover and correct issues, evaluate controls, assist with financial decision making and respond to 3rd party financial information requests.
Learn more about audit services, agreed upon procedures and reviews and compilations for nonprofits.
For not-for-profit organizations seeking to make managing their financial operations via outsourcing back-office accounting functions like:
- Accounts payable
- Accounts receivable
- Analyzing areas for automation
- Bank account reconciliations
- Budgeting
- Credit card account reconciliations
- Grant writing
- Implementing cloud-based solutions
- Payroll
- Training staff on new software and procedures
Learn more about outsourced accounting for nonprofits.
For nonprofits seeking technology support to help streamline and enhance their operations while securing valuable donor data from bad actors and cyber threats.
Learn more about managed IT and cybersecurity services for nonprofits.
While you are exempt from paying income tax, you may still have a tax filing requirement. This could include 990 filing and sales tax return filing.
Learn more about nonprofit tax services.
Many nonprofits need help starting up or managing an existing employee retirement plan. Others need support with investing endowed assets with the goal of generating sustainable income to advance their mission and cause.
Learn more about wealth management for nonprofits.