Assurance
Audits, Including Single Audits
Accurate financial reporting and compliance are essential to
maintaining confidence. Our audit team provides financial statement
and specialized Single Audit services while identifying opportunities
to strengthen your organization.
Assurance
Agreed-Upon Procedures
Target specific financial or operational areas through procedures
designed around your organization's concerns. We provide independent
findings that help leadership better understand and address the
issues that matter most.
Risk & Controls
Internal Controls & Fraud Prevention
Identify risks, strengthen internal controls and build policies
designed to reduce the opportunity for fraud. We work with your
organization to create practical safeguards and provide continued
support as risks evolve.
Employee Benefit Plans
Audits of 403(b) & Retirement Plans
Specialized audits help nonprofit retirement plans meet regulatory
requirements while supporting accurate financial reporting.
Our approach is designed to make the process efficient for plan
sponsors and administrators.
Outsourced Accounting
Accounting Department Outsourcing
From bookkeeping and reporting to compliance and financial
management, we can supplement or manage your accounting function
while helping improve transparency and strengthen internal processes.
Financial Leadership
Fractional CFO or Controllership Support
Access experienced financial leadership without adding a full-time
position. Our team can assist with budgeting, forecasting,
financial analysis, risk management and strategic decision-making.
Tax Compliance
Form 990 Preparation & Filing
Our tax professionals help tax-exempt organizations navigate
the complexities of Form 990 preparation and filing with an
emphasis on accuracy, timeliness and compliance.
Transparency
Support with Transparency
Financial reporting tells a story to boards, donors, grantors
and the public. We help nonprofits approach reporting and
compliance with clarity so stakeholders can better understand
the organization's financial position.
Tax Advisory
Unrelated Business Income Tax Support
We help nonprofits identify potential UBIT exposure, understand
compliance requirements and address tax planning considerations
associated with revenue-generating activities.
Tax-Exempt Status
Exempt Status Applications
We guide organizations through the tax-exempt application process,
assist with required documentation and IRS submissions, and help
organizations understand the ongoing responsibilities associated
with maintaining exempt status.
Governance
Consulting on Governance Issues
Strengthen the framework behind organizational decision-making
with guidance related to board composition, bylaws, policies,
conflicts of interest and nonprofit governance best practices.
Advisory
Cash Flow Planning & Operational Consulting
Improve visibility into cash needs, operating costs and financial
performance. We help nonprofits identify opportunities to improve
efficiency, strengthen financial health and plan more confidently.