Nonprofit Organizations

In today’s economic environment, nonprofit organizations must be professional and innovative in their business management practices in order to fulfill their missions.

We know from experience the challenges that confront today’s nonprofit organizations because many of our managers and directors have served on nonprofit boards. We become deeply knowledgeable about each organization in order to make financial, accounting, and practical recommendations to enhance the effectiveness of its operation and its mission.

Our clients in the nonprofit community include:

  • Independent Schools
  • Human Services Agencies
  • Arts & Culture Organizations
  • Religious Institutions
  • Membership Associations

Our services and expertise include:

  • Financial statement audits
  • Tax compliance and planning, including preparation of federal Form 990 and state tax returns
  • Management advisory services
  • Financial and strategic planning
  • Employee benefit plan consulting, design and implementation
  • Budget consulting
  • Internal control assessments

Speak with
a director

WHAT OUR TEAM SAYS...

I like rolling up my sleeves and figuring out the best solution to meet a client’s needs.

Joe Femia

WHAT OUR TEAM SAYS...

When clients feel they are on a firm foundation, they can plan for the future with confidence.

Charlie Kennedy

WHAT OUR TEAM SAYS...

Getting to know my clients well, even on a personal level, is not only personally satisfying, but it helps me find more effective solutions to their problems.

Jayme Moore

WHAT OUR TEAM SAYS...

I enjoy working with my clients on problem solving and educating them about net assets and related restrictions within the nonprofit world.

Linda Kramer

WHAT OUR TEAM SAYS...

Working as a member of a client’s team is the thing I enjoy most, especially when I can help a company that is experiencing rapid change.

Steve Rollins

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